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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
PWM
4626
Provident Wealth Management
Tennessee
$228M +$22.5M +11% 9.58% 43.3% 90 8.89%
ST
4627
Somerset Trust
Pennsylvania
$228M +$8.83M +4% 10.2% 69.7% 149 11.41%
ROC
4628
Robertson Opportunity Capital
Texas
$228M +$16.2M +8% 9.43% 93.4% 24 0%
GTAM
4629
Global Trust Asset Management
Florida
$228M +$18.5M +9% 11% 109% 478 13.6%
TWP
4630
Tempus Wealth Planning
California
$228M +$28.3M +14% 9.92% 89.9% 200 20.5%
WC
4631
Weil Company
California
$228M +$26.5M +13% 11% 51.9% 148 19.59%
ACM
4632
Ategra Capital Management
Virginia
$228M +$43.3M +23% 23.8% 91.1% 94 9.57%
GA
4633
GoalVest Advisory
New York
$227M +$27.8M +14% 10.3% 86.8% 515 37.28%
AAM
4634
Ameraudi Asset Management
New York
$227M +$17.3M +8% 9% 40.2% 54 11.11%
CBOR
4635
Community Bank of Raymore
Missouri
$227M +$12.1M +6% 13% 89.6% 89 6.74%
LHC
4636
Lodge Hill Capital
New York
$227M -$78M -26% 12.4% 11.7% 31 45.16%
SC
4637
Sawyer & Company
Massachusetts
$227M +$12.5M +6% 10.6% 97.4% 196 7.65%
3F
4638
360 Financial
Minnesota
$227M +$65.9M +41% 12.1% 56.6% 91 35.16%
CWA
4639
CJM Wealth Advisers
Virginia
$227M +$21M +10% 10.8% 71.5% 59 8.47%
ACM
4640
Arvin Capital Management
Texas
$227M 12.1% 29
SAM
4641
Socorro Asset Management
Texas
$226M +$12.5M +6% 11.8% 38.8% 30 6.67%
CIC
4642
Chase Investment Counsel
Virginia
$226M +$26M +13% 16.2% 262% 138 32.61%
PI
4643
Pettee Investors
Connecticut
$226M +$15.9M +8% 10.2% 66.9% 126 7.14%
TCM
4644
Thomist Capital Management
Texas
$226M +$65.3M +41% 6.02% 71.6% 39 64.1%
AGWCA
4645
Annis Gardner Whiting Capital Advisors
Florida
$226M +$38.7M +21% 11.1% 728 11.13%
CGIC
4646
Continental General Insurance Company
Texas
$226M -$90.7M -29% 27.8% 202% 13 76.92%
EML
4647
Eos Management LP
New York
$226M +$12.7M +6% 9.29% 152% 47 25.53%
BWM
4648
Brown Wealth Management
Illinois
$226M +$15.9M +8% 9.66% 44.4% 92 13.04%
UOMF
4649
University of Massachusetts Foundation
Massachusetts
$226M +$21.4M +10% 10.5% 53.6% 4 0%
GWM
4650
Graybill Wealth Management
Illinois
$226M +$20.9M +10% 10.8% 57 5.26%