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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
CCM
6001
Charter Capital Management
Wisconsin
$200M +$6.06M +3% 0.77% 71 11.27%
ACA
6002
Arena Capital Advisors
California
$200M +$34.3M +21% 2.63% 124% 25 32%
SF
6003
Sun Financial
Utah
$200M +$20.2M +11% 1.22% 164 7.32%
BHA
6004
Beech Hill Advisors
New York
$200M -$9.3M -4% 3.6% 79.3% 96 3.13%
FA
6005
Fortis Advisors
Pennsylvania
$200M +$15.2M +8% 4.63% 48.4% 138 25.36%
FU
6006
Fairfield University
Connecticut
$200M +$1.05M +0.5% 3.67% 48% 4 25%
SCM
6007
Sitrin Capital Management
California
$200M -$11.2M -5% 1.55% 97% 41 12.2%
FF
6008
Friedenthal Financial
New Jersey
$199M +$5.01M +3% 2.76% 111% 327 48.62%
NCMW
6009
Northern Capital Management (Washington)
Washington
$199M +$10.2M +5% 3.5% 80% 54 9.26%
BMA
6010
Brooks Moore & Associates
Tennessee
$199M -$4.01M -2% 2.54% 57.2% 115 13.04%
FWM
6011
Finer Wealth Management
Massachusetts
$199M -$7.28M -4% 1.43% 117% 89 8.99%
SWMP
6012
Signature Wealth Management Partners
New Jersey
$199M -$2.83M -1% 2.05% 70% 123 8.13%
COA
6013
Crown Oak Advisors
California
$199M -$11.5M -5% 0.76% 23 0%
FCC
6014
Flower City Capital
New York
$199M +$3.27M +2% 1.69% 60.7% 47 8.51%
LCM
6015
LCM Capital Management
Illinois
$199M -$7.6M -4% 1.56% 89.1% 116 7.76%
SPI
6016
Strategic Planning Inc
Ohio
$199M +$13.7M +7% 4.1% 62 29.03%
PCM
6017
Prospera Capital Management
Arizona
$199M +$1.11M +0.6% 2.1% 45 8.89%
AAG
6018
Asset Advisory Group
New Jersey
$199M -$892K -0.4% 2.04% 121 4.96%
PIM
6019
Pullen Investment Management
Florida
$199M +$9.31M +5% 7.75% 105 14.29%
DCM
6020
Dilation Capital Management
New York
$199M -$18.3M -8% 17.6% 28 60.71%
PFA
6021
Plotkin Financial Advisors
Maryland
$199M -$5.86M -3% 3.56% 71.1% 105 8.57%
CASB
6022
Cape Ann Savings Bank
Massachusetts
$199M +$4.16M +2% 0.57% 59.5% 124 14.52%
DEM
6023
Disciplined Equity Management
Florida
$199M +$6M +3% 3.2% 56.1% 65 33.85%
PMIA
6024
Patrick Mauro Investment Advisor
Illinois
$199M +$7.68M +4% 3.66% 28.4% 43 9.3%
PS
6025
Pennant Select
New Jersey
$199M +$9.91M +5% 1.23% 16 25%