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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
SV
5001
Stilwell Value
New York
$132M +$36.9M +39% 42
ABP
5002
Arthur B. Page
$132M +$11.9M +10% 60
CB
5003
CNB Bank
Pennsylvania
$132M +$13.6M +11% 455
CAM
5004
Costello Asset Management
Pennsylvania
$132M +$18.6M +16% 254
JAMONY
5005
Jacob Asset Management of New York
California
$132M 68
BWM
5006
Benchmark Wealth Management
Connecticut
$132M +$5.12M +4% 50
AFC
5007
Adaptive Financial Consulting
Ohio
$132M +$4.7M +4% 18
SM
5008
Scoggin Management
New York
$132M +$45.2M +52% 38
YCM
5009
Yaupon Capital Management
New York
$132M +$60.2M +84% 58
PWA
5010
Phoenix Wealth Advisors
North Carolina
$132M 343
WLPWM
5011
Walled Lake Planning & Wealth Management
Illinois
$132M +$8.32M +7% 366
SFA
5012
Seneca Financial Advisors
New York
$132M 37
PKC
5013
Palmer Knight Company
Florida
$131M +$33.5M +34% 27
PIA
5014
Powell Investment Advisors
Florida
$131M +$14.9M +13% 123
CL
5015
COWA LLC
Oklahoma
$131M 379
NFG
5016
Northeast Financial Group
Pennsylvania
$131M 45
RCA
5017
Rex Capital Advisors
Rhode Island
$131M +$13.5M +11% 22
ECM
5018
EMC Capital Management
Texas
$131M 100
IMA
5019
Investment Management Associates
Colorado
$131M 52
CCM
5020
Cox Capital Management
Massachusetts
$131M +$17.9M +16% 89
BCM
5021
Burrage Capital Management
Massachusetts
$131M +$4.53M +4% 34
ETCM
5022
Evolutionary Tree Capital Management
Virginia
$131M 41
FCM
5023
Fortis Capital Management
Washington
$131M +$5.21M +4% 130
SC
5024
Steph & Co
Wisconsin
$131M +$24.1M +23% 240
SCM
5025
Solas Capital Management
Connecticut
$131M +$26.7M +26% 30