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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
PCM
1801
Penn Capital Management
Pennsylvania
$976M -$52.6M -5% 3.95% 181% 164 20.73%
AUB
1802
Atlantic Union Bankshares
Virginia
$976M -$27.1M -3% 1.26% 78.9% 277 2.89%
PA
1803
Procyon Advisors
Connecticut
$976M +$180M +23% 2.71% 84.2% 501 15.17%
WJA
1804
Willis Johnson & Associates
Texas
$975M +$37.2M +4% 3.51% 50.9% 143 19.58%
CG
1805
Cutler Group
California
$975M +$255M +35% 3.51% 57.7% 4,549 34.36%
WTA
1806
Washington Trust Advisors
Massachusetts
$975M -$56.8M -6% 3.51% 87.6% 694 7.93%
HCS
1807
Himension Capital (Singapore)
Singapore
$974M -$123M -11% 1.35% 492% 94 89.36%
PTC
1808
Philadelphia Trust Company
Pennsylvania
$973M -$83M -8% 1.23% 162% 238 11.34%
SWA
1809
SFMG Wealth Advisors
Texas
$973M +$1.1M +0.1% 3.4% 76.1% 278 15.47%
SSG
1810
Summit Securities Group
New York
$972M +$205M +27% 0.29% 136% 1,121 70.03%
SCM
1811
Sandler Capital Management
New York
$971M -$244M -20% 1.65% 325% 134 47.76%
MSR
1812
Main Street Research
Connecticut
$971M +$343M +55% 1.67% 232% 101 17.82%
LGWM
1813
Litman Gregory Wealth Management
California
$969M +$168M +21% 3.37% 55.5% 127 39.37%
CCS
1814
Concentric Capital Strategies
Connecticut
$968M +$471M +95% 1.77% 165% 275 73.09%
ECM
1815
Ensemble Capital Management
California
$968M -$67.5M -7% 4.52% 36.2% 25 0%
IAM
1816
Ion Asset Management
Israel
$968M +$111M +13% 19.1% 125% 44 34.09%
EPM
1817
Elm Partners Management
Pennsylvania
$967M -$25.8M -3% 3.31% 48% 47 12.77%
EWM
1818
Executive Wealth Management
Michigan
$966M -$425K -0% 4.03% 18.4% 213 13.15%
BAM
1819
Belpointe Asset Management
Nevada
$966M +$20.2M +2% 2.9% 80.1% 726 26.17%
CHAM
1820
Clear Harbor Asset Management
Connecticut
$965M -$55.7M -5% 2.83% 98.6% 384 15.63%
ZA
1821
Zazove Associates
Nevada
$964M -$133M -12% 0.29% 11% 157 14.01%
QI
1822
QV Investors
Alberta, Canada
$964M -$145M -13% 2.45% 66.3% 70 8.57%
AHC
1823
Adell Harriman & Carpenter
Texas
$964M -$20.3M -2% 0.83% 176% 165 3.03%
PPW
1824
Parcion Private Wealth
Washington
$964M -$27M -3% 3.73% 103% 194 12.37%
KAM
1825
Kensington Asset Management
Texas
$961M -$556M -37% 3.27% 38.1% 16 75%