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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
TBNY
5451
Trustco Bank (New York)
New York
$114M +$30.2M +36% 15.9% 131% 72 9.72%
S
5452
swisspartners
Liechtenstein
$114M 21.7% 76
VCM
5453
Verger Capital Management
North Carolina
$114M +$2.56M +2% 9.99% 53.1% 14 7.14%
SFP
5454
Strategic Financial Planning
Texas
$114M +$18M +19% 15.9% 47.5% 32 9.38%
CPW
5455
Catalyst Private Wealth
California
$114M +$11.1M +11% 25.3% 103% 313 82.11%
OCP
5456
OCO Capital Partners
New York
$114M +$8.43M +8% 43.2% 679% 5 40%
SFS
5457
Solitude Financial Services
Virginia
$114M 13.9% 55.4% 40
ARS
5458
Adirondack Retirement Specialists
New York
$114M 19% 13.1% 21
MAM
5459
McLean Asset Management
Virginia
$114M 16.9% 64.3% 95
AEM
5460
ACON Equity Management
District of Columbia
$114M +$50.2M +79% 79.3% 32.1% 1 0%
SA
5461
swisspartners Advisors
Switzerland
$114M +$40M +54% 22% 73.2% 22 22.73%
FA
5462
Fortis Advisors
Pennsylvania
$113M +$6.22M +6% 10.8% 72.8% 198 23.23%
PAWC
5463
P.A.W. Capital
Connecticut
$113M +$21.5M +23% 57% 54.6% 66 19.7%
PFG
5464
Pacific Financial Group
Washington
$113M -$14.1M -11% 14.6% 61.1% 142 66.2%
PMAM
5465
Penn Mutual Asset Management
Pennsylvania
$113M +$42.3M +60% 12.5% 28.7% 77 36.36%
GCM
5466
Granby Capital Management
Florida
$113M 14% 50% 21
LA
5467
Latitude Advisors
Florida
$113M 11.8% 72% 136
SNBOSD
5468
Security National Bank of So Dak
Iowa
$113M +$13.8M +14% 12.3% 58.9% 89 8.99%
BFA
5469
Brown Financial Advisory
Alabama
$113M 12.8% 66.3% 27
SIAG
5470
Safeguard Investment Advisory Group
California
$113M 12.9% 84.3% 811
VCS
5471
Vaughan & Co Securities
New Jersey
$113M +$17M +18% 18.9% 65.6% 52 5.77%
TAM
5472
Tabor Asset Management
New York
$113M 29.3% 215% 27
HBT
5473
Heartland Bank & Trust
Illinois
$113M 11.2% 105% 111
DAM
5474
Diamant Asset Management
Connecticut
$112M +$8.39M +8% 12.4% 66.9% 67 4.48%
HWA
5475
Hilltop Wealth Advisors
North Carolina
$112M +$13.5M +14% 12.6% 58.3% 34 14.71%