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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
CASB
6201
Cape Ann Savings Bank
Massachusetts
$167M +$7.94M +5% 95
HCP
6202
Hiddenite Capital Partners
New York
$167M +$47.5M +40% 41
SFS
6203
Symphony Financial Services
Ohio
$167M +$14.3M +9% 95
PI
6204
Pettee Investors
Connecticut
$167M -$638K -0.4% 117
BDL
6205
Bey-Douglas LLC
Georgia
$167M +$57.6M +53% 47
WI
6206
Wafra Inc
New York
$167M +$21.4M +15% 2
AC
6207
AlpenGlobal Capital
California
$167M +$28.5M +21% 33
KIM
6208
Kestrel Investment Management
California
$167M +$3.26M +2% 42
SPI
6209
Strategic Planning Inc
Ohio
$167M -$10.3M -6% 58
HG
6210
Herbst Group
Connecticut
$167M +$25.6M +18% 60
FCMT
6211
Founders Capital Management (Texas)
Texas
$167M +$12.3M +8% 394
AWMM
6212
Aegis Wealth Management (Maryland)
Maryland
$167M -$3.27M -2% 119
CP
6213
Camelot Portfolios
Ohio
$167M +$5.62M +3% 220
MTIM
6214
Marathon Trading Investment Management
Pennsylvania
$167M -$21.7M -12% 199
VOMP
6215
Vision One Management Partners
Florida
$166M -$6.38M -4% 9
LPAM
6216
Legion Partners Asset Management
California
$166M +$15.7M +10% 7
SMA
6217
Seven Mile Advisory
New Jersey
$166M +$16.5M +11% 188
HIW
6218
Holos Integrated Wealth
Pennsylvania
$166M +$13.8M +9% 319
CCP
6219
Cassia Capital Partners
North Carolina
$166M +$5.97M +4% 56
SAM
6220
Strive Asset Management
Ohio
$166M +$22.3M +15% 118
SPI
6221
Sutton Place Investors
New York
$166M +$17.5M +12% 122
GGA
6222
Granite Group Advisors
Connecticut
$166M +$22M +15% 83
EWS
6223
Evergreen Wealth Solutions
Pennsylvania
$166M +$17.8M +12% 123
PCA
6224
Prospect Capital Advisors
California
$166M +$19.9M +14% 32
PIM
6225
Pullen Investment Management
Florida
$166M +$7.66M +5% 106