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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 Avg Holding
Period (Yrs)
PI
4751
Pachira Investments
California
$119M +$29.6M +33% 7.39% 82.3% 15 0% 1.9
GFPC
4752
Global Financial Private Client
Florida
$119M – – 6.18% 100% 540 – 0
ACM
4753
Ategra Capital Management
Virginia
$119M +$9.13M +8% 10.4% 114% 98 10.2% 0.7
KPC
4754
Karst Peak Capital
Hong Kong
$119M +$37.8M +46% 26.9% 297% 4 0% 0.7
AFAS
4755
Acorn Financial Advisory Services
Virginia
$119M – – 10.4% 96.9% 160 – 0
CCM
4756
Chicago Capital Management
Illinois
$119M -$72.7M -38% 66.1% 295% 41 85.37% 0.1
PCM
4757
Pointe Capital Management
Michigan
$119M +$1.07M +0.9% 5.05% 62.6% 141 6.38% 2.5
SIC
4758
Samalin Investment Counsel
New York
$119M – – 6.19% 62.8% 561 – 0
CWA
4759
Clarity Wealth Advisors
California
$119M – – 10.9% 85.1% 64 – 0
ICMP
4760
Integrated Capital Management (Pennsylvania)
Pennsylvania
$119M +$5.55M +5% 4.71% 39.7% 38 18.42% 0.7
AWA
4761
Acorn Wealth Advisors
Michigan
$119M +$2.44M +2% 4.54% 53.6% 126 5.56% 1.7
OFG
4762
OmniStar Financial Group
North Carolina
$119M +$4.29M +4% 7.52% 67.1% 119 18.49% 1.3
AWM
4763
Adams Wealth Management
Utah
$119M – – 7.81% 105% 92 – 0
DI
4764
Disciplined Investments
Oklahoma
$119M – – 5.03% 51.4% 441 – 0
FVSAZ
4765
Flossbach von Storch AG Zurich
Switzerland
$118M +$28.4M +32% 11.3% – 21 14.29% 0.8
KOMWMG
4766
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$118M – – 4.92% 64.9% 109 – 0
CB
4767
CNB Bank
Pennsylvania
$118M +$10.1M +9% 8.79% 91.6% 418 12.68% 1.4
KLCM
4768
KG&L Capital Management
Louisiana
$118M +$7.64M +7% 6.66% 91.9% 101 15.84% 0.8
BCP
4769
Berylson Capital Partners
Massachusetts
$118M +$78.3M +197% 20.7% 57.7% 43 72.09% 0.2
GCM
4770
Glaxis Capital Management
Florida
$118M +$3.3M +3% 10.4% 93.5% 37 70.27% 0.2
WEC
4771
White Elm Capital
Connecticut
$118M -$269M -70% 11.5% 103% 32 28.13% 2.6
CI
4772
Cordant Inc
Oregon
$118M – – 4.18% 47% 222 – 0
CFG
4773
CMC Financial Group
Georgia
$118M +$42M +56% 7.02% 102% 54 68.52% 0.4
BFA
4774
Brendel Financial Advisors
New Hampshire
$118M +$6.31M +6% 7.03% 126% 96 33.33% 0.7
AP
4775
AlpInvest Partners
Netherlands
$118M +$36.3M +45% 7.3% 138% 29 27.59% 0.6