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
PFMOSF
3351
Philadelphia Financial Management of San Francisco
California
$313M +$25.4M +9% 46
BW
3352
Bison Wealth
Georgia
$313M +$58.3M +23% 285
JSA
3353
Jacobson & Schmitt Advisors
Wisconsin
$313M $0 0% 54
PCTC
3354
Perkins Coie Trust Company
Washington
$313M +$52M +20% 239
JSL
3355
JT Stratford LLC
Georgia
$313M +$31.6M +11% 228
AFFA
3356
ALM First Financial Advisors
Texas
$313M 16
RCM
3357
Requisite Capital Management
Texas
$313M +$16.3M +6% 73
KMWM
3358
Keudell/Morrison Wealth Management
Oregon
$312M +$44.4M +17% 195
CWM
3359
CMH Wealth Management
New Hampshire
$312M +$38.8M +14% 54
WI
3360
WrapManager Inc
California
$311M +$15.2M +5% 306
MWP
3361
Moller Wealth Partners
$311M +$33.7M +12% 49
CWS
3362
Cypress Wealth Services
California
$311M +$17.1M +6% 242
SXM
3363
SC XII Management
California
$311M -$35.6M -10% 1
TAM
3364
Tucker Asset Management
Colorado
$311M +$4.25M +1% 945
MSS
3365
Mitchell Sinkler & Starr
Pennsylvania
$311M +$52.8M +20% 141
CFO
3366
Callan Family Office
Pennsylvania
$310M 102
PT
3367
Plimoth Trust
Massachusetts
$310M +$20.8M +7% 162
PCI
3368
Pacifica Capital Investments
Texas
$310M +$46.1M +17% 20
FC
3369
Finepoint Capital
Massachusetts
$309M +$5.25M +2% 61
JC
3370
Joho Capital
New York
$309M -$48.6M -14% 18
PGAM
3371
Princeton Global Asset Management
New Jersey
$309M +$22M +8% 603
RA
3372
Riversedge Advisors
Delaware
$309M +$32.2M +12% 77
IVMX
3373
Institutional Venture Management XV
California
$309M -$36.1M -10% 7
PCM
3374
Punch Card Management
Florida
$309M +$8M +3% 4
DIM
3375
Delta Investment Management
California
$309M +$77.4M +33% 186