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
PHAM
3351
Palisades Hudson Asset Management
Florida
$194M +$8.09M +4% 114
OPTFSNA
3352
Old Point Trust & Financial Services N A
Virginia
$194M +$11.2M +6% 72
PFP
3353
Patriot Financial Partners
Pennsylvania
$194M -$6.08M -3% 10
CWM
3354
Confluence Wealth Management
Oregon
$193M +$4.09M +2% 125
BHA
3355
Beech Hill Advisors
New York
$193M +$14.3M +8% 82
TCM
3356
Talara Capital Management
New Jersey
$193M +$12.9M +7% 17
AIM
3357
AMI Investment Management
Indiana
$193M +$3.67M +2% 65
GCA
3358
GSI Capital Advisors
California
$192M +$892K +0.5% 36
SC
3359
Spitfire Capital
California
$192M -$15.5M -7% 19
AC
3360
Athanor Capital
New York
$192M -$20M -9% 56
ACM
3361
Ailanthus Capital Management
New York
$192M -$12.7M -6% 20
CCC
3362
Chelsea Counsel Company
California
$192M +$23.9M +14% 80
CA
3363
CastleArk Alternatives
Illinois
$192M +$5.41M +3% 45
CCM
3364
Crestwood Capital Management
New York
$192M +$6.4M +3% 27
KA
3365
Kaizen Advisory
Illinois
$192M -$5.2M -3% 633
MCM
3366
Moon Capital Management
New York
$192M +$15.7M +9% 32
LK
3367
Lumbard & Kellner
New Hampshire
$192M +$20.6M +12% 85
LCM
3368
Liberty Capital Management
Michigan
$191M +$20.5M +12% 115
BCM
3369
Blume Capital Management
California
$191M +$8.08M +4% 206
HIS
3370
Horizon Investment Services
Indiana
$191M -$9.82M -5% 113
SHJ
3371
Sharkey, Howes & Javer
Colorado
$191M +$11M +6% 239
JWM
3372
Janiczek Wealth Management
Colorado
$191M +$1.59M +0.8% 188
JWS
3373
Juncture Wealth Strategies
Arizona
$191M +$4.33M +2% 114
DAM
3374
Doheny Asset Management
California
$191M +$6.63M +4% 106
PCI
3375
Pacifica Capital Investments
Texas
$191M +$16M +9% 21