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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
HFS
5126
HBC Financial Services
Washington
$145M +$16.1M +12% 6.46% 12.6% 212 29.25%
AIA
5127
Arrow Investment Advisors
Maryland
$145M +$3.69M +3% 6.46% 36.3% 68 26.47%
LM
5128
Lasry Marc
$145M -$118M -45% 4.58% 14.8% 8 37.5%
HP
5129
Harvey Partners
New York
$145M +$946K +0.7% 19.4% 174% 53 37.74%
WC
5130
Westhampton Capital
North Carolina
$145M +$10.7M +8% 5.94% 95.6% 111 9.01%
BMC
5131
Beaton Management Company
Massachusetts
$145M +$9.35M +7% 7.64% 95.9% 129 2.33%
DMPV
5132
Delphi Management Partners VIII
California
$145M -$7.34M -5% 24.3% 5 0%
CAM
5133
Costello Asset Management
Pennsylvania
$145M +$12.5M +9% 6.5% 65.9% 266 13.91%
TCM
5134
Tandem Capital Management
New Jersey
$145M +$11.6M +9% 7.47% 120% 87 12.64%
CB
5135
CNB Bank
Pennsylvania
$145M +$12.1M +9% 6.33% 91.6% 450 17.56%
TWP
5136
Treybourne Wealth Planners
Indiana
$144M +$5.46M +4% 6.63% 47 19.15%
CCM
5137
Cox Capital Management
Massachusetts
$144M +$13.1M +10% 6.88% 95.3% 89 11.24%
CFC
5138
Coyle Financial Counsel
Illinois
$144M +$7.95M +6% 5.06% 62.4% 63 19.05%
WLPWM
5139
Walled Lake Planning & Wealth Management
Illinois
$144M +$12.6M +10% 9.16% 51.7% 385 26.49%
BWA
5140
Bordeaux Wealth Advisors
California
$144M +$11.1M +8% 0.31% 141% 62 8.06%
SC
5141
Steph & Co
Wisconsin
$144M +$13M +10% 7.01% 56.8% 243 8.23%
FFC
5142
First Financial Corp
Indiana
$144M +$8.43M +6% 8.44% 88.3% 368 5.43%
ACH
5143
Axis Capital Holdings
$144M +$15M +12% 5.87% 67% 3 0%
QC
5144
Quaero Capital
Switzerland
$144M +$9.68M +7% 22.7% 62.4% 60 30%
TWS
5145
Thomas W. Smith
$144M -$4.1M -3% 22.4% 8 0%
SCM
5146
Spreng Capital Management
Ohio
$144M +$17.1M +14% 6.4% 72.5% 105 13.33%
PFMU
5147
Privium Fund Management (UK)
United Kingdom
$144M +$14M +11% 13.3% 37.1% 90 84.44%
SFG
5148
Sunburst Financial Group
Alabama
$144M +$10.8M +8% 5.49% 50.7% 63 6.35%
GWCM
5149
Godshalk Welsh Capital Management
Pennsylvania
$144M +$7.87M +6% 5.53% 61.1% 116 6.03%
TFA
5150
TPG Financial Advisors
Oregon
$143M +$8.77M +7% 2.32% 41 9.76%