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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
PFA
6026
Plotkin Financial Advisors
Maryland
$151M +$19.3M +15% 10.5% 95.3% 97 21.65%
FF
6027
Financial Futures
New Jersey
$151M +$17.7M +13% 5.23% 45% 49 18.37%
PP
6028
PFS Partners
New Jersey
$151M +$4.54M +3% 6.54% 63.2% 496 13.1%
BSAM
6029
Blue Square Asset Management
New York
$151M +$481K +0.3% 9.38% 104% 85 24.71%
BFAG
6030
Blackston Financial Advisory Group
Florida
$151M -$7.22M -5% 8.52% 69.1% 99 41.41%
WAC
6031
William Allan Corp
Colorado
$151M +$11.1M +8% 7.86% 84.7% 49 4.08%
DEM
6032
Disciplined Equity Management
Florida
$151M +$4.82M +3% 8.69% 67.6% 113 56.64%
LWP
6033
Laurel Wealth Planning
Minnesota
$151M +$9.28M +7% 7.14% 53.1% 54 5.56%
MFG
6034
MTM Financial Group
Pennsylvania
$151M +$13.6M +10% 4.21% 36.5% 69 26.09%
OIM
6035
Oracle Investment Management
Connecticut
$150M -$13.9M -8% 32% 865% 32 34.38%
FCC
6036
Flower City Capital
New York
$150M +$16.1M +12% 6.38% 60.7% 37 18.92%
CCP
6037
Cassia Capital Partners
North Carolina
$150M +$30M +25% 6.89% 55% 63 6.35%
DPCM
6038
Doma Perpetual Capital Management
Florida
$150M +$48.9M +48% 12.3% 9 11.11%
MC
6039
Muzinich & Co
New York
$150M $0 0% 4.33% 9.67% 63 0%
BAM
6040
Beaumont Asset Management
Texas
$150M +$8.4M +6% 8.84% 64.3% 70 17.14%
EP
6041
EPIQ Partners
Minnesota
$150M +$10.9M +8% 7.67% 44.3% 78 16.67%
RCM
6042
Ravenstone Capital Management
$150M +$12.2M +9% 9.04% 63% 36 11.11%
WF
6043
Williams Financial
Vermont
$150M +$12.8M +9% 4.83% 28.5% 41 80.49%
HAM
6044
Hanwha Asset Management
South Korea
$150M -$11M -7% 6.82% 1 0%
NF
6045
Nvest Financial
New Hampshire
$150M +$22.9M +18% 9.52% 92.8% 81 16.05%
SP
6046
Syncona Portfolio
Guernsey
$150M -$7.7M -5% 2.9% 6.19% 4 50%
CCA
6047
Criterion Capital Advisors
Tennessee
$150M +$12.4M +9% 7.74% 377 13.53%
TFA
6048
Tranquilli Financial Advisor
New Jersey
$150M +$8.32M +6% 7.48% 55.1% 113 18.58%
KIM
6049
Kestrel Investment Management
California
$150M +$1.97M +1% 5.15% 89.2% 40 15%
FNBOH
6050
First National Bank of Hutchinson
Kansas
$150M +$10.6M +8% 14.3% 121% 101 14.85%