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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
FFC
5226
First Financial Corp
Indiana
$150M +$6.33M +4% 4.43% 88.3% 356 3.09%
GCM
5227
GoodHaven Capital Management
New Jersey
$150M +$16.8M +13% 9.82% 80.7% 28 14.29%
RHP
5228
Royal Harbor Partners
Texas
$150M +$19.2M +15% 6.59% 49.5% 80 16.25%
BFP
5229
Briaud Financial Planning
Texas
$150M +$14.3M +11% 4.68% 93.1% 23 17.39%
BDS
5230
Banco de Sabadell
Florida
$150M -$819M -84% 7.82% 75.1% 318 63.21%
LAIC
5231
Lederer & Associates Investment Counsel
California
$150M +$8.29M +6% 7.87% 75.5% 154 44.81%
PCAP
5232
Pratt Collard Advisory Partners
New York
$150M +$10.2M +7% 6.72% 91.7% 100 6%
SIS
5233
SVB Investment Services
Utah
$150M +$24.4M +19% 5.51% 38 7.89%
AWAM
5234
Appian Way Asset Management
New York
$150M -$45.9M -23% 6.49% 49.4% 77 84.42%
CWAF
5235
Core Wealth Advisors (Florida)
Florida
$150M +$36.5M +32% 5.18% 59.7% 216 26.85%
MJB
5236
Mark J. Bradley
$150M +$2.19M +1% 7.51% 51 1.96%
VSAM
5237
Value Star Asset Management
Hong Kong
$150M +$12.3M +9% 29 48.28%
WCM
5238
Washburn Capital Management
Florida
$150M +$2.21M +2% 8.84% 117% 59 20.34%
KLC
5239
Knowledge Leaders Capital
Colorado
$149M +$23.8M +19% 7.48% 51.6% 151 40.4%
GC
5240
Grace Capital
Massachusetts
$149M -$7.9M -5% 8.31% 127% 214 30.37%
CCM
5241
Cox Capital Management
Massachusetts
$149M +$4.89M +3% 4.86% 95.3% 83 6.02%
OCPWS
5242
One Charles Private Wealth Services
Massachusetts
$149M +$127M +584% 4.55% 99.7% 111 70.27%
PWM
5243
Palumbo Wealth Management
New York
$149M +$16.4M +12% 8% 115% 107 18.69%
NWA
5244
New World Advisors
Massachusetts
$149M -$32.9M -18% 8% 84.1% 109 87.16%
IA
5245
IFS Advisors
Kansas
$149M +$21.1M +17% 4.37% 48.3% 29 20.69%
AFR
5246
Applied Fundamental Research
Massachusetts
$149M +$30.3M +26% 5.56% 44.6% 12 16.67%
CCM
5247
Colorado Capital Management
Colorado
$149M +$8.66M +6% 5.04% 53.4% 74 1.35%
BCM
5248
Brightline Capital Management
Florida
$149M +$370K +0.2% 17.7% 810% 15 40%
UBG
5249
United Bank (Georgia)
Georgia
$148M +$5.97M +4% 6.94% 81.2% 85 4.71%
CWA
5250
Carolina Wealth Advisors
South Carolina
$148M +$11.4M +8% 4.34% 57.5% 332 16.27%