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
PC
3351
Permit Capital
Pennsylvania
$237M +$2M +0.9% 27
BMC
3352
Benin Management Corp
Connecticut
$237M -$3.54M -1% 95
CG
3353
CFO4Life Group
Texas
$237M +$13.5M +6% 143
GWMIA
3354
Global Wealth Management Investment Advisory
Florida
$236M +$17.8M +8% 758
SHJ
3355
Sharkey, Howes & Javer
Colorado
$236M +$4.45M +2% 67
UF
3356
Univest Financial
Pennsylvania
$236M -$75.8M -24% 136
TA
3357
TRB Advisors
New York
$236M +$116M +96% 12
BOS
3358
Bank of Stockton
California
$236M +$7.18M +3% 110
CM
3359
Cornerstone Management
Georgia
$236M +$17.5M +8% 43
SCM
3360
Stanley Capital Management
Texas
$236M +$31.2M +15% 35
RAM
3361
Redmond Asset Management
Virginia
$236M +$10.2M +5% 158
TCPWM
3362
Traverso Chambers Private Wealth Management
California
$235M +$26.1M +12% 107
CBFP
3363
Cedar Brook Financial Partners
Ohio
$235M +$8.55M +4% 332
SWM
3364
Sugarloaf Wealth Management
Georgia
$235M 761
TCMG
3365
TSP Capital Management Group
New Jersey
$235M +$34.3M +17% 55
HC
3366
HNP Capital
New York
$235M +$52.5M +29% 117
SAM
3367
Summit Asset Management
Tennessee
$234M +$19.8M +9% 129
PFM
3368
Peak Financial Management
Massachusetts
$234M +$9.31M +4% 59
TPM
3369
Totem Point Management
New York
$234M +$52.7M +29% 19
FCM
3370
Firestone Capital Management
Florida
$234M 454
S
3371
Surevest
California
$234M +$31M +15% 147
AO
3372
Allen Operations
New York
$234M +$28M +14% 31
FCC
3373
Florin Court Capital
United Kingdom
$234M +$96.9M +71% 31
BI
3374
Bulldog Investors
New Jersey
$234M +$11M +5% 185
PFG
3375
PAX Financial Group
Texas
$234M 114