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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
KFSC
4701
Keystone Financial Services (Colorado)
Colorado
$331M +$8.59M +3% 2.3% 66% 136 16.91%
BBNB
4702
Baker Boyer National Bank
Washington
$331M +$30.2M +10% 2.57% 44.7% 94 14.89%
PA
4703
PFW Advisors
Georgia
$331M -$7M -2% 0.85% 133 12.03%
BCM
4704
Brigade Capital Management
New York
$331M -$484M -59% 11% 42.7% 25 32%
3F
4705
360 Financial
Minnesota
$331M +$20M +6% 1.62% 82.5% 94 27.66%
GJWM
4706
Gilliland Jeter Wealth Management
Arkansas
$331M +$6.83M +2% 3.05% 182 9.89%
FCMV
4707
Foresite Capital Management VI
California
$331M +$72M +28% 25.2% 15 40%
GMA
4708
Glassy Mountain Advisors
Maryland
$331M -$1.48M -0.4% 3.01% 91.5% 83 12.05%
HAC
4709
Harbor Advisory Corp
New Hampshire
$331M -$7.58M -2% 3.91% 63.2% 83 9.64%
CCM
4710
Consolidated Capital Management
California
$331M +$48.2M +17% 2.48% 159% 86 46.51%
RCA
4711
Riverview Capital Advisers
Massachusetts
$330M -$15.3M -4% 1.29% 84.8% 101 12.87%
SIMC
4712
Squire Investment Management Company
Utah
$330M +$23.5M +8% 2.92% 74 8.11%
SJL
4713
Shayne & Jacobs LLC
Tennessee
$330M +$7.31M +2% 3.35% 73.4% 97 3.09%
AFS
4714
Aft Forsyth & Sober
Florida
$330M +$7.62M +2% 1.45% 94.6% 59 6.78%
CCM
4715
Carmel Capital Management
California
$330M +$1.04M +0.3% 5.73% 265% 25 8%
HZ
4716
Hixon Zuercher
Ohio
$330M +$1.27M +0.4% 2.94% 87.5% 92 9.78%
YRHAM
4717
Yong Rong (HK) Asset Management
Hong Kong
$330M -$159M -32% 23.5% 2,310% 33 66.67%
GCP
4718
Gill Capital Partners
Colorado
$330M +$2.46M +0.8% 1.54% 52% 146 10.96%
MLICM
4719
Metropolitan Life Insurance Company (MetLife)
New York
$330M -$11.6M -3% 0.92% 50.8% 11 0%
AGM
4720
Aragon Global Management
Florida
$329M +$4.11M +1% 2.3% 35 20%
FP
4721
Fiduciary Planning
Florida
$329M +$2.34M +0.7% 1.66% 65.5% 86 16.28%
CWM
4722
Cherrydale Wealth Management
New Jersey
$329M +$11.2M +4% 2.58% 72% 85 12.94%
MICM
4723
Matthews International Capital Management
California
$329M -$100M -23% 8.36% 227% 42 11.9%
KWM
4724
Kanen Wealth Management
Florida
$329M +$30.2M +10% 11.3% 328% 42 54.76%
PWMG
4725
Pioneer Wealth Management Group
Texas
$329M +$19.6M +6% 1.54% 56 12.5%