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
VAS
3326
Valicenti Advisory Services
New York
$239M +$28.3M +13% 68
CC
3327
Cypress Capital
Tennessee
$238M +$20.3M +9% 68
SAM
3328
SignalPoint Asset Management
Missouri
$238M +$12.8M +6% 231
CP
3329
Camelot Portfolios
Ohio
$238M +$26.4M +12% 252
WCM
3330
Windsor Capital Management
Arizona
$238M +$13.7M +6% 125
RA
3331
RiverPark Advisors
New York
$238M +$18M +8% 56
SFPM
3332
Sensible Financial Planning & Management
Massachusetts
$237M +$5.7M +2% 40
FBT
3333
First Bankers Trust
Kentucky
$237M +$16.1M +7% 128
TI
3334
Tidal Investments
Wisconsin
$237M +$15.6M +7% 223
FNBOMD
3335
First National Bank of Mount Dora
Florida
$237M +$18.3M +8% 95
PC
3336
Permit Capital
Pennsylvania
$237M +$2M +0.9% 27
BMC
3337
Benin Management Corp
Connecticut
$237M -$3.54M -1% 95
CG
3338
CFO4Life Group
Texas
$237M +$13.5M +6% 143
GWMIA
3339
Global Wealth Management Investment Advisory
Florida
$236M +$17.8M +8% 758
SHJ
3340
Sharkey, Howes & Javer
Colorado
$236M +$4.45M +2% 67
UF
3341
Univest Financial
Pennsylvania
$236M -$75.8M -24% 136
TA
3342
TRB Advisors
New York
$236M +$116M +96% 12
BOS
3343
Bank of Stockton
California
$236M +$7.18M +3% 110
CM
3344
Cornerstone Management
Georgia
$236M +$17.5M +8% 43
SCM
3345
Stanley Capital Management
Texas
$236M +$31.2M +15% 35
RAM
3346
Redmond Asset Management
Virginia
$236M +$10.2M +5% 158
TCPWM
3347
Traverso Chambers Private Wealth Management
California
$235M +$26.1M +12% 107
CBFP
3348
Cedar Brook Financial Partners
Ohio
$235M +$8.55M +4% 332
SWM
3349
Sugarloaf Wealth Management
Georgia
$235M 761
TCMG
3350
TSP Capital Management Group
New Jersey
$235M +$34.3M +17% 55