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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
JGUA
2301
John G. Ullman & Associates
New York
$623M -$98.6M -14% 9.73% 156% 177 16.38%
TF
2302
Tompkins Financial
New York
$622M -$87.2M -12% 10.9% 74.1% 627 9.57%
CIA
2303
CCM Investment Advisers
South Carolina
$622M -$111M -15% 14.3% 170% 68 7.35%
AWMS
2304
Advocacy Wealth Management Services
Georgia
$622M +$46.8M +8% 9.11% 48.3% 211 35.07%
HVM
2305
Harvest Volatility Management
Connecticut
$621M -$264M -30% 19.8% 24.3% 141 1.42%
PWMAG
2306
Pinnacle Wealth Management Advisory Group
New Jersey
$620M -$73.8M -11% 13.2% 80.5% 311 18.65%
EIM
2307
Essex Investment Management
Massachusetts
$619M -$183M -23% 17.2% 372% 451 19.51%
RMC
2308
Resources Management Corp
Connecticut
$619M -$96.9M -14% 12.2% 78.5% 535 7.29%
AWA
2309
Amplius Wealth Advisors
Pennsylvania
$618M -$31.8M -5% 13.5% 54.7% 204 29.9%
LP
2310
LGL Partners
Pennsylvania
$618M -$129M -17% 14.8% 68.9% 106 10.38%
ACM
2311
Arosa Capital Management
Florida
$617M +$32.6M +6% 15.4% 536% 91 61.54%
AB
2312
Aozora Bank
Japan
$616M +$287M +87% 10% 5.45% 4 50%
PAM
2313
Private Asset Management
California
$616M -$122M -17% 14.1% 38.2% 148 5.41%
HBT
2314
Hills Bank & Trust
Iowa
$615M -$86.6M -12% 14.6% 52.8% 267 11.61%
VCP
2315
Vista Capital Partners
Oregon
$614M -$158M -20% 16.1% 61.2% 98 22.45%
NSEDCP
2316
NJ State Employees Deferred Compensation Plan
New Jersey
$614M -$126M -17% 13.4% 127% 501 5.19%
FSWA
2317
Financial Synergies Wealth Advisors
Texas
$614M -$21.2M -3% 14.8% 72.3% 495 88.28%
LWM
2318
Lyell Wealth Management
California
$613M -$164M -21% 19.6% 128% 203 8.37%
MCM
2319
Makena Capital Management
California
$613M -$211M -26% 21.6% 78.7% 48 16.67%
PIP
2320
Permian Investment Partners
Texas
$613M -$222M -27% 17.7% 78.6% 21 47.62%
MGCM
2321
Mane Global Capital Management
New York
$613M +$79M +15% 8.99% 423% 43 76.74%
FPCP
2322
Fort Point Capital Partners
California
$612M -$105M -15% 14.4% 62.2% 308 17.21%
SJIC
2323
St. James Investment Company
Texas
$612M -$43.5M -7% 10.9% 43.8% 29 0%
RCIM
2324
Red Cedar Investment Management
Michigan
$611M -$106M -15% 13.4% 81.4% 96 14.58%
HT
2325
Heritage Trust
Oklahoma
$611M -$96.8M -14% 13.3% 261 13.41%