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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
SFP
5201
Sterling Financial Planning
New Jersey
$140M +$16M +13% 8.75% 55.5% 394 11.42%
BP
5202
BCK Partners
New York
$140M +$25.3M +22% 5.17% 44.6% 28 14.29%
JIC
5203
Juniper Investment Company
New York
$140M +$12.1M +9% 15.4% 358% 12 16.67%
PWG
5204
Private Wealth Group
Florida
$140M +$19.9M +17% 5.9% 48.2% 39 23.08%
CCM
5205
Colorado Capital Management
Colorado
$140M +$2.4M +2% 4.06% 53.4% 74 1.35%
TAM
5206
Tabor Asset Management
New York
$140M +$27.1M +24% 31.1% 215% 40 52.5%
PCAP
5207
Pratt Collard Advisory Partners
New York
$140M +$2.4M +2% 4.77% 91.7% 102 8.82%
CFA
5208
Camarda Financial Advisors
Florida
$140M +$21.1M +18% 8.99% 196% 101 52.48%
PSCM
5209
Prince Street Capital Management
New York
$140M -$59.9M -30% 6.84% 302% 23 47.83%
BAM
5210
Banta Asset Management
California
$140M -$125K -0.1% 5.77% 23 52.17%
AWA
5211
Acorn Wealth Advisors
Michigan
$139M +$12.5M +10% 5.67% 53.6% 166 13.86%
GFPC
5212
Global Financial Private Client
Florida
$139M +$13.5M +11% 5.41% 90.4% 595 9.24%
LIM
5213
Loudon Investment Management
New Hampshire
$139M +$11.5M +9% 10.8% 61.6% 80 7.5%
FMB
5214
Field & Main Bank
Kentucky
$139M +$5.01M +4% 4.71% 107% 205 14.15%
CFP
5215
Curran Financial Partners
South Carolina
$139M +$22.5M +19% 3.22% 49.4% 65 21.54%
PM
5216
Penbrook Management
New York
$139M +$9.13M +7% 18.4% 106% 107 14.02%
TC
5217
Trust Company
Kansas
$139M +$12.2M +10% 6.42% 36.5% 347 20.17%
HWMG
5218
Hurlow Wealth Management Group
Indiana
$139M +$11.3M +9% 5.04% 55.8% 100 11%
JI
5219
Jeereddi Investments
California
$139M +$16.6M +14% 11.1% 37.7% 57 17.54%
PC
5220
Pecaut & Co
Iowa
$139M +$5.73M +4% 14.9% 67.6% 61 11.48%
ACM
5221
Anabranch Capital Management
Connecticut
$138M -$24.3M -15% 6.65% 139% 7 28.57%
MCM
5222
Masterton Capital Management
New York
$138M +$12.2M +10% 8.16% 1.94% 23 43.48%
ARC
5223
Arias Resource Capital
Cayman Islands
$138M -$144M -51% 5.12% 81.3% 1 0%
LIA
5224
LSP Investment Advisors
New York
$138M -$95.7M -41% 13.1% 79.5% 10 40%
CWMU
5225
Caliber Wealth Management (Utah)
Utah
$138M +$35.7M +35% 1.12% 36.5% 79 18.99%