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
PP
3351
PDS Planning
Ohio
$221M +$64M +41% 135
AAM
3352
ACK Asset Management
Connecticut
$221M +$20.4M +10% 26
QCI
3353
Quaker Capital Investments
Pennsylvania
$221M +$47.6M +28% 33
RPWA
3354
Regent Peak Wealth Advisors
Georgia
$221M +$40.9M +23% 126
ETS
3355
ESL Trust Services
New York
$221M +$32.6M +17% 33
BWM
3356
Buckley Wealth Management
Nevada
$220M +$36.2M +20% 131
VPIM
3357
Vanguard Personalized Indexing Management
California
$220M +$49M +29% 405
GCMG
3358
Gyroscope Capital Management Group
Florida
$220M +$8.02M +4% 129
CH
3359
CVI Holdings
Delaware
$220M +$192M +679% 89
SIA
3360
Sovereign Investment Advisors
Arizona
$220M +$26.9M +14% 21
FNBOMD
3361
First National Bank of Mount Dora
Florida
$220M +$30.9M +16% 100
SACTSONJ
3362
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$220M +$39.7M +22% 223
SAM
3363
Summit Asset Management
Tennessee
$220M +$34.2M +18% 123
DC
3364
Dendur Capital
New York
$220M +$62.1M +39% 22
SAM
3365
Shikiar Asset Management
New York
$219M +$70.5M +47% 95
LFG
3366
LifePlan Financial Group
Ohio
$219M +$34.7M +19% 602
AWMG
3367
Alliance Wealth Management Group
New Jersey
$219M +$31.5M +17% 62
YWP
3368
YorkBridge Wealth Partners
New York
$219M +$56.1M +35% 175
AC
3369
AMS Capital
Brazil
$219M +$56.1M +35% 31
FCM
3370
Firsthand Capital Management
California
$219M +$96.7M +79% 55
MCIA
3371
Mountain Capital Investment Advisors
Colorado
$218M +$24.9M +13% 52
PCM
3372
Pinz Capital Management
New York
$218M +$180M +472% 227
OCM
3373
Oakview Capital Management
Texas
$218M -$9.46M -4% 20
BCC
3374
Bridge City Capital
Oregon
$218M +$11.3M +5% 92
VCM
3375
Versant Capital Management
Arizona
$218M +$28.1M +15% 1,711