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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
IMC
5776
Inherent Management Corp
New York
$197M +$33M +20% 11.9% 11 9.09%
SCM
5777
Sterneck Capital Management
Missouri
$197M +$12.1M +7% 6.56% 52.9% 108 15.74%
CWP
5778
Core Wealth Partners
California
$197M +$25.1M +15% 9.49% 63.8% 188 17.55%
BFG
5779
Buttonwood Financial Group
Missouri
$197M +$26.4M +15% 10.5% 56.6% 32 18.75%
PK
5780
Pflug Koory
Nebraska
$197M +$17.4M +10% 4.7% 424 10.85%
KFS
5781
Kaizen Financial Strategies
California
$197M +$23.5M +14% 13.3% 90.5% 159 18.24%
CRC
5782
Catawba River Capital
South Carolina
$197M +$32.3M +20% 15.9% 89.5% 21 23.81%
PF
5783
Penney Financial
Texas
$197M +$44.5M +29% 7.05% 44 20.45%
GIO
5784
Galilei Investment Office
United Kingdom
$197M +$12M +7% 9.21% 29 13.79%
FF
5785
Friday Financial
Iowa
$197M +$29.4M +18% 8.81% 86 17.44%
IF
5786
Integrity Financial
Wyoming
$197M +$20.1M +11% 9.58% 54.9% 298 7.72%
II
5787
Ironclad Investments
Florida
$196M +$18.7M +11% 10.5% 3 0%
FAM
5788
Forte Asset Management
New York
$196M -$2.27M -1% 7.63% 48.8% 72 16.67%
EP
5789
EPIQ Partners
Minnesota
$196M +$6.7M +4% 6.12% 44.3% 74 2.7%
CIG
5790
CHB Investment Group
Pennsylvania
$196M +$7.97M +4% 3.87% 88 37.5%
SCM
5791
Sitrin Capital Management
California
$196M +$10.7M +6% 14.4% 97% 42 2.38%
AIM
5792
Atlantic Investment Management
New York
$196M +$17M +9% 6.46% 34% 12 33.33%
CC
5793
Constitution Capital
Connecticut
$196M +$15.4M +9% 13.6% 70.2% 61 9.84%
BCA
5794
Bernzott Capital Advisors
California
$196M -$7.25M -4% 1.57% 46.6% 38 13.16%
OAS
5795
Optivise Advisory Services
Tennessee
$196M +$17.5M +10% 8.65% 221 18.55%
WA1
5796
Wimmer Associates 1
California
$196M +$6.02M +3% 7.7% 69.4% 109 2.75%
AWAP
5797
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$196M +$19.3M +11% 6.8% 68.1% 152 11.18%
WMIG
5798
White Mountains Insurance Group
New Hampshire
$196M -$90.4M -32% 18.5% 45.8% 2 50%
PWA
5799
PCG Wealth Advisors
Kansas
$196M -$91.1M -32% 11.1% 71.4% 138 39.13%
SCA
5800
Southern Capital Advisors
Tennessee
$196M +$15.2M +8% 8.65% 58.2% 84 10.71%