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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
CCT
2326
Chemung Canal Trust
New York
$430M +$10.6M +3% 4.2% 80.9% 114 6.14%
MAM
2327
Mark Asset Management
New York
$429M -$23.1M -5% 7.44% 234% 71 33.8%
JIP
2328
Jaffetilchin Investment Partners
Florida
$429M -$20.9M -5% 3.74% 78.5% 347 43.52%
CCM
2329
Cohen Capital Management
California
$429M +$14.2M +3% 2.66% 83.9% 138 5.07%
EWA
2330
Exencial Wealth Advisors
Oklahoma
$429M +$7.33M +2% 4.85% 58% 234 5.98%
PGIM
2331
Pacific Global Investment Management
California
$428M -$24.4M -5% 4.56% 48% 225 12.44%
DP
2332
Dundas Partners
United Kingdom
$428M +$21.9M +5% 6.83% 60.9% 32 3.13%
WDL
2333
Well Done LLC
Michigan
$428M +$21.2M +5% 4.17% 77% 156 14.1%
BFG
2334
Barber Financial Group
Kansas
$428M -$80.7M -16% 2.52% 39% 157 22.29%
PWM
2335
Perigon Wealth Management
California
$427M -$2.92M -0.7% 3.04% 81.3% 259 19.69%
SPM
2336
Symmetry Peak Management
Pennsylvania
$427M +$10.6M +3% 10.6% 301% 263 70.34%
GCM
2337
Glendon Capital Management
California
$427M +$22.1M +5% 8.85% 125% 26 3.85%
GH
2338
Grosvenor Holdings
Illinois
$427M +$75.8M +22% 9.63% 54.3% 18 27.78%
RC
2339
RBO & Co
California
$426M +$10.2M +2% 4.12% 29.1% 43 9.3%
AC
2340
Adelphi Capital
United Kingdom
$426M -$56.2M -12% 1.34% 3 0%
RIA
2341
RPG Investment Advisory
California
$425M -$2.52M -0.6% 1.65% 123% 301 15.95%
RI
2342
RPTC Inc
Wyoming
$425M +$3.82M +0.9% 0.57% 69.5% 11 0%
PAM
2343
Premier Asset Management
Illinois
$424M +$4.34M +1% 2.88% 104% 154 33.77%
BAM
2344
Bruderman Asset Management
New York
$424M -$32.3M -7% 6.4% 31.7% 672 83.33%
AWE
2345
Avidian Wealth Enterprises
Texas
$423M -$27M -6% 3.92% 63.7% 166 31.93%
NCM
2346
Nelson Capital Management
California
$423M +$22M +5% 4.76% 121% 361 26.04%
ECM
2347
Engle Capital Management
Connecticut
$422M +$37.3M +10% 12.5% 289% 26 34.62%
VFCM
2348
Valley Forge Capital Management
Florida
$422M +$44M +12% 9.9% 52.2% 9 0%
BIA
2349
Biondo Investment Advisors
Pennsylvania
$422M +$23.2M +6% 4.87% 89.1% 90 12.22%
BA
2350
Bristlecone Advisors
Washington
$421M +$64.2M +18% 4.8% 103% 180 48.89%