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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
PF
5851
Penney Financial
Texas
$197M +$44.5M +29% 7.05% 44 20.45%
GIO
5852
Galilei Investment Office
United Kingdom
$197M +$12M +7% 9.21% 29 13.79%
FF
5853
Friday Financial
Iowa
$197M +$29.4M +18% 8.81% 86 17.44%
IF
5854
Integrity Financial
Wyoming
$197M +$20.1M +11% 9.58% 66.3% 298 7.72%
II
5855
Ironclad Investments
Florida
$196M +$18.7M +11% 10.5% 3 0%
FAM
5856
Forte Asset Management
New York
$196M -$2.27M -1% 7.63% 48.8% 72 16.67%
EP
5857
EPIQ Partners
Minnesota
$196M +$6.7M +4% 6.12% 44.3% 74 2.7%
CIG
5858
CHB Investment Group
Pennsylvania
$196M +$7.97M +4% 3.87% 88 37.5%
SCM
5859
Sitrin Capital Management
California
$196M +$10.7M +6% 14.4% 128% 42 2.38%
AIM
5860
Atlantic Investment Management
New York
$196M +$17M +9% 6.46% 28.8% 12 33.33%
CC
5861
Constitution Capital
Connecticut
$196M +$15.4M +9% 13.6% 70.2% 61 9.84%
BCA
5862
Bernzott Capital Advisors
California
$196M -$7.25M -4% 1.57% 46.6% 38 13.16%
OAS
5863
Optivise Advisory Services
Tennessee
$196M +$17.5M +10% 8.65% 221 18.55%
WA1
5864
Wimmer Associates 1
California
$196M +$6.02M +3% 7.7% 78.9% 109 2.75%
AWAP
5865
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$196M +$19.3M +11% 6.8% 68.1% 152 11.18%
WMIG
5866
White Mountains Insurance Group
New Hampshire
$196M -$90.4M -32% 18.5% 105% 2 50%
PWA
5867
PCG Wealth Advisors
Kansas
$196M -$91.1M -32% 11.1% 87% 138 39.13%
SCA
5868
Southern Capital Advisors
Tennessee
$196M +$15.2M +8% 8.65% 58.2% 84 10.71%
MPW
5869
Melone Private Wealth
Michigan
$195M +$4.32M +2% 2.74% 30.3% 50 4%
IPGDR
5870
Investidor Profissional Gestao de Recursos
Brazil
$195M +$39.1M +25% 15.6% 51.8% 33 33.33%
CSIA
5871
Carl Stuart Investment Advisor
Texas
$195M +$18.3M +10% 9.67% 84.4% 18 11.11%
PFA
5872
Peak Financial Advisors
Colorado
$195M -$1.16M -0.6% 4.91% 40.1% 115 61.74%
RYIA
5873
Roehl & Yi Investment Advisors
Oregon
$195M +$11M +6% 5.52% 164 11.59%
GAM
5874
GEM Asset Management
Michigan
$195M +$16.7M +9% 8.04% 54.7% 105 13.33%
BCM
5875
Birch Capital Management
Texas
$195M +$2.95M +2% 4.5% 48.4% 83 4.82%