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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
CPC
4651
Consolidated Planning Corp
Georgia
$79.7M -$21.4M -21% 20.8% 82.3% 48 31.25%
AWM
4652
Adams Wealth Management
Utah
$79.6M -$39M -33% 19% 75.6% 102 41.18%
PIC
4653
Portland Investment Counsel
Ontario, Canada
$79.6M +$4.67M +6% 35.8% 104% 37 45.95%
WCM
4654
Washington Capital Management
Washington
$79.5M -$36.8M -32% 19.9% 76.9% 115 33.04%
LB
4655
Legacy Bridge
Iowa
$79.4M -$41M -34% 20.6% 149% 313 19.81%
VAM
4656
Verity Asset Management
North Carolina
$79.4M -$21.1M -21% 15.2% 68.4% 147 33.33%
FNBOSM
4657
First National Bank of South Miami
Florida
$79.3M -$21.6M -21% 17.1% 35.2% 296 10.14%
SV
4658
Sturgeon Ventures
United Kingdom
$79.3M -$19.9M -20% 7.68% 85.9% 39 28.21%
JCA
4659
Jade Capital Advisors
New Jersey
$79.3M -$103M -57% 28.4% 28.9% 110 64.55%
VIG
4660
Vienna Insurance Group
Poland
$79.2M -$28.8M -27% 11.9% 88.1% 68 89.71%
SCC
4661
Steel Canyon Capital
Arizona
$79.1M -$22.1M -22% 26% 62.8% 37 75.68%
CCA
4662
Cruiser Capital Advisors
Connecticut
$79M -$56.6M -42% 36% 131% 29 41.38%
AWM
4663
Aprio Wealth Management
Georgia
$78.9M -$56.8M -42% 8.43% 60.6% 79 36.71%
ASA
4664
Armstrong Shaw Associates
Connecticut
$78.9M -$34.9M -31% 22.4% 51.2% 48 10.42%
TC
4665
Truvestments Capital
Florida
$78.7M -$65.7M -46% 18.5% 86.7% 569 79.09%
VCS
4666
Vaughan & Co Securities
New Jersey
$78.7M -$32.1M -29% 24.2% 50.9% 171 5.26%
BFA
4667
Beacon Financial Advisory
Ohio
$78.6M -$38.2M -33% 18.4% 53.5% 173 28.32%
BBA
4668
Braun-Bostich & Associates
Pennsylvania
$78.5M -$23.1M -23% 13.5% 59.5% 342 14.62%
QCIG
4669
Quad-Cities Investment Group
Iowa
$78.2M -$27M -26% 18.7% 61% 172 17.44%
PM
4670
Penbrook Management
New York
$78.1M -$24.5M -24% 14.4% 103% 109 9.17%
LBA
4671
Lowell Blake & Associates
Massachusetts
$77.9M -$12.6M -14% 14.3% 44.2% 59 20.34%
SPM
4672
Saddle Point Management
New York
$77.8M -$23.5M -23% 23.9% 13.6% 1 0%
PCM
4673
Pennsylvania Capital Management
Pennsylvania
$77.6M -$27.9M -26% 12.7% 70.6% 60 33.33%
DAM
4674
Diamant Asset Management
Connecticut
$77.5M -$30.2M -28% 14.7% 63.6% 71 14.08%
SMC
4675
S. Muoio & Co
New York
$77.4M -$33.8M -30% 3.72% 327% 88 47.73%