We are live on ! Find out more

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
CAM
4726
Costello Asset Management
Pennsylvania
$114M +$11.9M +12% 8.56% 55% 244 12.3%
PD
4727
Planning Directions
Pennsylvania
$114M +$6.37M +6% 4.9% 36.4% 60 11.67%
MRA
4728
Mountain Road Advisors
New York
$113M +$8.58M +8% 4.29% 18 22.22%
CCM
4729
Cox Capital Management
Massachusetts
$113M +$11.9M +12% 5.96% 95.3% 80 3.75%
MCA
4730
Morris Capital Advisors
Pennsylvania
$113M +$2.46M +2% 10.1% 72.9% 64 15.63%
TCM
4731
Tandem Capital Management
New Jersey
$113M +$11.1M +11% 9.9% 83.8% 78 8.97%
MCP
4732
Moab Capital Partners
New York
$113M -$1.14M -1% 22.3% 89.3% 17 41.18%
SSCM
4733
Summit Street Capital Management
New York
$113M -$6.33M -5% 2.96% 144% 36 0%
PWM
4734
Peterson Wealth Management
Nevada
$113M +$12.3M +12% 6.29% 68.5% 47 17.02%
HH
4735
HWG Holdings
Texas
$113M -$12.7M -10% 16.9% 132 25.76%
OCA
4736
Otter Creek Advisors
Florida
$113M -$13.7M -11% 12.6% 173% 50 40%
SA
4737
Sunesis Advisors
Kansas
$112M +$3.77M +3% 4.66% 32 6.25%
EFIC
4738
Eliot Finkel Investment Counsel
California
$112M +$11.2M +11% 13.7% 55.2% 26 3.85%
SC
4739
Sagil Capital
United Kingdom
$112M -$3.93M -3% 7.48% 140% 22 36.36%
SAM
4740
Shone Asset Management
California
$112M +$11.1M +11% 7.61% 37 2.7%
SIC
4741
Samalin Investment Counsel
New York
$112M +$16.6M +17% 6.59% 53.5% 208 22.6%
GCM
4742
Garland Capital Management
Washington
$112M +$1.7M +2% 3.97% 55.7% 30 0%
PCM
4743
Pathway Capital Management
California
$112M -$16.6M -13% 1.9% 496% 3 66.67%
ACM
4744
Ategra Capital Management
Virginia
$112M +$7.25M +7% 3.62% 91.1% 92 14.13%
MSWMA
4745
Market Street Wealth Management Advisors
Indiana
$112M +$2.21M +2% 6.77% 39.6% 44 6.82%
SMP
4746
Santa Monica Partners
Florida
$112M -$32.7M -23% 5.43% 123% 22 9.09%
VCM
4747
Verger Capital Management
North Carolina
$112M -$10.7M -9% 5.18% 48% 15 6.67%
SIGI
4748
Susquehanna International Group (Ireland)
Ireland
$111M -$30.1M -21% 9.2% 5.26% 36 58.33%
AIFAIM
4749
American Institute for Advanced Investment Management
Arizona
$111M +$5.4M +5% 6.05% 72.8% 99 8.08%
CCMW
4750
Cypress Capital Management (Wyoming)
Wyoming
$111M +$11.2M +11% 14.5% 138% 222 15.77%