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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
CCA
2101
Clearwater Capital Advisors
Illinois
$1.02B -$4.72M -0.5% 1.8% 44.7% 181 10.5%
SW
2102
SlateStone Wealth
Florida
$1.02B -$91.1M -8% 1.65% 79.1% 306 8.17%
PCM
2103
Penn Capital Management
Pennsylvania
$1.02B -$69.9M -6% 7.75% 181% 180 40%
TSAM
2104
Trinity Street Asset Management
United Kingdom
$1.02B +$15.9M +2% 2.49% 78.9% 15 6.67%
KA
2105
Kovack Advisors
Florida
$1.02B +$74.8M +8% 4.7% 118% 646 14.86%
APM
2106
Avidity Partners Management
Texas
$1.02B -$942M -48% 7.96% 492% 87 34.48%
KFGK
2107
Keystone Financial Group (Kentucky)
Kentucky
$1.02B +$235M +30% 5.27% 116% 409 13.45%
GAM
2108
Gemmer Asset Management
California
$1.02B +$16.7M +2% 0.54% 90.5% 162 14.81%
CNBT
2109
Canandaigua National Bank & Trust
New York
$1.02B -$35.4M -3% 0.84% 347 10.09%
MGWM
2110
Marks Group Wealth Management
Minnesota
$1.02B -$32.2M -3% 0.08% 62.8% 302 8.28%
GIG
2111
Goodnow Investment Group
Connecticut
$1.02B +$72.2M +8% 10.1% 131% 28 17.86%
MSFS
2112
Main Street Financial Solutions
Pennsylvania
$1.01B -$75.1M -7% 1.4% 75.4% 580 24.48%
AL
2113
Arnhold LLC
New York
$1.01B -$15.9M -2% 4.89% 156% 121 11.57%
GA
2114
GRS Advisors
Illinois
$1.01B -$42.7M -4% 4.33% 54.3% 35 37.14%
TCMI
2115
Technology Crossover Management IX
California
$1.01B +$245M +32% 33.9% 13% 6 0%
WIM
2116
WealthPlan Investment Management
Nebraska
$1.01B +$24.6M +2% 0.47% 62.6% 288 23.26%
TA
2117
TCM Advisors
West Virginia
$1.01B +$123M +14% 1.36% 56.1% 65 0%
FBFS
2118
First Business Financial Services
Wisconsin
$1.01B +$12.2M +1% 0.48% 74% 170 11.18%
WDA
2119
Wendell David Associates
New Hampshire
$1.01B -$34.2M -3% 1% 46% 161 4.97%
TFA
2120
Transamerica Financial Advisors
Florida
$1.01B -$14M -1% 0.51% 77.1% 599 6.18%
CGA
2121
Crescent Grove Advisors
Illinois
$1.01B +$28.5M +3% 0.79% 61.1% 297 13.8%
USGIU
2122
U.S. Global Investors (USGI)
Texas
$1.01B -$30.1M -3% 25.9% 119% 150 26%
PCM
2123
Pinnbrook Capital Management
New York
$1.01B +$305M +43% 22.7% 913% 145 81.38%
COLIM
2124
City of London Investment Management
United Kingdom
$1.01B -$144M -13% 4.88% 102% 93 16.13%
FFM
2125
Fairmount Funds Management
Pennsylvania
$1.01B -$227M -18% 22.3% 2,136% 18 22.22%