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
CP
3326
Camelot Portfolios
Ohio
$238M +$26.4M +12% 252
WCM
3327
Windsor Capital Management
Arizona
$238M +$13.7M +6% 125
RA
3328
RiverPark Advisors
New York
$238M +$18M +8% 56
SFPM
3329
Sensible Financial Planning & Management
Massachusetts
$237M +$5.7M +2% 40
FBT
3330
First Bankers Trust
Kentucky
$237M +$16.1M +7% 128
TI
3331
Tidal Investments
Wisconsin
$237M +$15.6M +7% 223
FNBOMD
3332
First National Bank of Mount Dora
Florida
$237M +$18.3M +8% 95
PC
3333
Permit Capital
Pennsylvania
$237M +$2M +0.9% 27
BMC
3334
Benin Management Corp
Connecticut
$237M -$3.54M -1% 95
CG
3335
CFO4Life Group
Texas
$237M +$13.5M +6% 143
GWMIA
3336
Global Wealth Management Investment Advisory
Florida
$236M +$17.8M +8% 758
SHJ
3337
Sharkey, Howes & Javer
Colorado
$236M +$4.45M +2% 67
UF
3338
Univest Financial
Pennsylvania
$236M -$75.8M -24% 136
TA
3339
TRB Advisors
New York
$236M +$116M +96% 12
BOS
3340
Bank of Stockton
California
$236M +$7.18M +3% 110
CM
3341
Cornerstone Management
Georgia
$236M +$17.5M +8% 43
SCM
3342
Stanley Capital Management
Texas
$236M +$31.2M +15% 35
RAM
3343
Redmond Asset Management
Virginia
$236M +$10.2M +5% 158
TCPWM
3344
Traverso Chambers Private Wealth Management
California
$235M +$26.1M +12% 107
CBFP
3345
Cedar Brook Financial Partners
Ohio
$235M +$8.55M +4% 332
SWM
3346
Sugarloaf Wealth Management
Georgia
$235M 761
TCMG
3347
TSP Capital Management Group
New Jersey
$235M +$34.3M +17% 55
HC
3348
HNP Capital
New York
$235M +$52.5M +29% 117
SAM
3349
Summit Asset Management
Tennessee
$234M +$19.8M +9% 129
PFM
3350
Peak Financial Management
Massachusetts
$234M +$9.31M +4% 59