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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
CCP
6226
Cassia Capital Partners
North Carolina
$151M -$190K -0.1% 5.55% 55% 60 6.67%
AFR
6227
Applied Fundamental Research
Massachusetts
$151M +$15.5M +11% 16% 44.6% 13 7.69%
BC
6228
Barnett & Company
Tennessee
$151M +$12.1M +9% 7.69% 65.9% 87 17.24%
SWMG
6229
Sard Wealth Management Group
Georgia
$151M +$8.87M +6% 6.14% 47 6.38%
EI
6230
Ecofi Investissements
France
$151M -$28.7M -16% 5.12% 42 7.14%
SFP
6231
Strategic Financial Planning
Texas
$151M +$12.6M +9% 8.13% 47.5% 37 8.11%
SMA
6232
Seven Mile Advisory
New Jersey
$151M +$15.2M +11% 4.12% 131% 178 16.85%
JAM
6233
Jacobs Asset Management
New York
$151M -$6.45M -4% 14.9% 114% 42 42.86%
RHAM
6234
Round Hill Asset Management
California
$151M -$5.69M -4% 6.89% 43.2% 62 3.23%
HAM
6235
Hedges Asset Management
Nevada
$151M +$11.8M +8% 7.85% 121 11.57%
TF
6236
Tenon Financial
New Jersey
$151M +$22.8M +18% 6% 46 15.22%
BMCM
6237
Black Maple Capital Management
Wisconsin
$151M -$2.09M -1% 3.75% 35.7% 131 51.91%
PCMC
6238
Planning Capital Management Corporation
Pennsylvania
$151M +$9.27M +7% 9.49% 925 37.84%
OM
6239
OV Management
Minnesota
$151M +$7.44M +5% 4.45% 63 12.7%
EC
6240
EJF Capital
Virginia
$150M +$15.5M +11% 15.5% 127% 110 22.73%
MAM
6241
MWA Asset Management
Massachusetts
$150M +$10M +7% 8.1% 174% 131 9.92%
WPWM
6242
Western Pacific Wealth Management
Illinois
$150M +$18.1M +14% 10.7% 66.3% 266 18.42%
FDDB
6243
Fidelity D&D Bancorp
Pennsylvania
$150M +$18.4M +14% 7.69% 59.6% 114 14.04%
MPIM
6244
McGinn Penninger Investment Management
Virginia
$150M +$3.17M +2% 3.02% 51.9% 26 7.69%
GAAM
6245
Grand Alliance Asset Management
Hong Kong
$150M -$59.1M -28% 4.43% 14 42.86%
MCM
6246
Masterton Capital Management
New York
$150M +$9.97M +7% 12.1% 1.94% 27 51.85%
NAMNJ
6247
NorthStar Asset Management (New Jersey)
New Jersey
$150M +$5.68M +4% 5.28% 82 7.32%
WB
6248
West Bancorporation
Iowa
$150M +$14.7M +11% 6.95% 64.4% 101 9.9%
BRF
6249
B. Riley Financial
California
$150M +$26.7M +22% 31.8% 682% 18 27.78%
MF
6250
Meridian Financial
Massachusetts
$150M +$11.7M +8% 6.49% 52.8% 127 6.3%