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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
PWM
5976
Pinnacle Wealth Management
California
$82.4M +$11.2M +16% 2.36% 194% 55 40%
TMC
5977
Trellus Management Company
Florida
$82.3M +$175K +0.2% 10.6% 268% 70 45.71%
VCWA
5978
Vanguard Capital Wealth Advisors
Colorado
$82.3M -$6.18M -7% 1.17% 225% 136 25.74%
VF
5979
Vista Finance
Missouri
$82.3M +$5.75M +8% 1.29% 47% 34 23.53%
BIS
5980
BG Investment Services
Guam
$82.2M -$8.51M -9% 6.51% 12 8.33%
DFC
5981
DB Fitzpatrick & Co
Idaho
$82.2M -$8.59M -9% 4.31% 37.1% 75 10.67%
CIM
5982
Caldwell Investment Management
Ontario, Canada
$82.2M -$17.4M -17% 2.88% 178% 32 34.38%
GBA
5983
Garrison Bradford & Associates
New York
$82.2M -$5.78M -7% 3.12% 57.6% 45 8.89%
NCA
5984
New Century Advisors
Maryland
$82.1M -$6.23M -7% 2.49% 105 15.24%
KWA
5985
Kellett Wealth Advisors
Ohio
$82.1M +$4.72M +6% 6.1% 68.1% 59 15.25%
BG
5986
BRX Global
New York
$82.1M -$4.86M -6% 5.07% 80.7% 6 0%
PHIC
5987
Pine Haven Investment Counsel
Massachusetts
$82M -$3.45M -4% 3.53% 72.1% 99 3.03%
CAP
5988
Columbia Advisory Partners
Washington
$82M -$5.34M -6% 5.31% 63.7% 51 25.49%
TBNY
5989
Trustco Bank (New York)
New York
$81.9M -$10.8M -12% 6.81% 84.3% 67 5.97%
SC
5990
Samjo Capital
New York
$81.9M -$37K -0% 13% 89.1% 18 22.22%
HFW
5991
Horizon Family Wealth
Illinois
$81.9M -$4.16M -5% 5.98% 59.9% 54 3.7%
WPA
5992
Winning Points Advisors
Florida
$81.8M -$9.18M -10% 1.45% 53 11.32%
CC
5993
Corton Capital
Ontario, Canada
$81.8M -$24.1M -23% 2.43% 225% 410 56.34%
FC
5994
Farley Capital
New York
$81.8M -$16M -16% 10.5% 105% 13 7.69%
HIS
5995
Harvest Investment Services
Illinois
$81.7M -$48.8M -37% 1.4% 223% 172 51.74%
RCM
5996
Regency Capital Management
Hawaii
$81.6M -$11.4M -12% 3.1% 82.1% 87 60.92%
PFA
5997
Peak Financial Advisors
Colorado
$81.3M -$19.7M -19% 3.79% 40.1% 75 36%
LP
5998
Lloyd Park
Illinois
$81M -$14.6M -15% 0.67% 86 12.79%
BRC
5999
Bell Rock Capital
Delaware
$81M -$47.6M -37% 4.7% 120 94.17%
HAS
6000
Holland Advisory Services
Florida
$80.8M -$2.75M -3% 6.56% 57.1% 32 15.63%