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
PCTC
3251
Perkins Coie Trust Company
Washington
$430M +$3.38M +0.8% 297
GWMIA
3252
Global Wealth Management Investment Advisory
Florida
$430M +$21.6M +5% 136
PFMOSF
3253
Philadelphia Financial Management of San Francisco
California
$430M -$48.7M -10% 61
TAA
3254
TB Alternative Assets
Cayman Islands
$429M +$30M +8% 48
HA
3255
Harfst & Associates
Wyoming
$429M +$7.87M +2% 106
CMF
3256
Counterpoint Mutual Funds
California
$429M +$20.9M +5% 305
SIM
3257
Sherborne Investors Management
New York
$429M -$83.6M -16% 1
CPRC
3258
Consolidated Portfolio Review Corp
New York
$429M +$47.4M +12% 316
CCM
3259
Callodine Capital Management
Massachusetts
$429M +$15.4M +4% 47
EWM
3260
EPG Wealth Management
Georgia
$429M +$20.3M +5% 463
SW
3261
SkyOak Wealth
Michigan
$428M +$10.5M +3% 268
AC
3262
AXQ Capital
New Jersey
$428M +$11.3M +3% 777
IRC
3263
Investors Research Corp
Georgia
$428M +$363K +0.1% 1,105
CP
3264
Caligan Partners
New York
$428M +$49.7M +13% 13
CCWM
3265
Correct Capital Wealth Management
Missouri
$428M -$5.08M -1% 137
TFGT
3266
TS Financial Group (TSFG)
Illinois
$428M +$31.2M +8% 825
KC
3267
Kingfisher Capital
North Carolina
$428M +$12.4M +3% 172
IIM
3268
Ipswich Investment Management
Massachusetts
$427M +$300K +0.1% 197
RFP
3269
Root Financial Partners
California
$427M +$90M +27% 119
WIM
3270
Warwick Investment Management
Texas
$427M +$9.84M +2% 112
SC
3271
Searle & Co
Connecticut
$427M +$34.6M +9% 188
BPIM
3272
Brant Point Investment Management
New York
$427M -$21.3M -5% 105
AWM
3273
Austin Wealth Management
Texas
$427M +$22.7M +6% 119
TCM
3274
Towneley Capital Management
California
$426M +$19.7M +5% 49
AIA
3275
Allied Investment Advisors
Montana
$426M +$12M +3% 77