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
PFA
3401
Pinnacle Family Advisors
Missouri
$175M -$41.6M -19% 82
GE
3402
General Electric
Ohio
$175M -$39.6M -18% 5
AAM
3403
Augustine Asset Management
Florida
$175M -$1.24M -0.7% 82
PFSC
3404
Peoples Financial Services Corp
Pennsylvania
$175M -$7.9M -4% 365
OFG
3405
Oxford Financial Group
Indiana
$175M +$28.5M +19% 36
LK
3406
Lumbard & Kellner
New Hampshire
$175M -$20.1M -10% 89
WLIM
3407
White Lighthouse Investment Management
Massachusetts
$174M +$278K +0.2% 122
SFG
3408
SevenBridge Financial Group
Pennsylvania
$174M -$6.53M -4% 658
AGAM
3409
Avalon Global Asset Management
California
$174M +$19.7M +13% 54
TSWM
3410
Triangle Securities Wealth Management
North Carolina
$174M -$1.05M -0.6% 137
TAS
3411
TIFF Advisory Services
Pennsylvania
$174M +$81.9M +89% 11
DPI
3412
Diversified Portfolios Inc
Michigan
$174M -$9.12M -5% 55
AHC
3413
Anderson Hoagland & Co
Missouri
$174M +$3.82M +2% 104
WCG
3414
Wall Capital Group
Arizona
$174M +$15.9M +10% 51
CCM
3415
Canal Capital Management
Virginia
$174M -$7.57M -4% 136
ECM
3416
Engine Capital Management
New York
$173M -$10.1M -6% 48
NFAM
3417
North Fourth Asset Management
New Jersey
$173M +$37.1M +27% 92
BCP
3418
Berkeley Capital Partners
Georgia
$173M +$21.3M +14% 128
PFP
3419
Patriot Financial Partners
Pennsylvania
$173M -$21.4M -11% 9
BWL
3420
Bogart Wealth LLC
Virginia
$173M +$17M +11% 372
UIA
3421
UG Investment Advisers
Taiwan
$173M -$16.5M -9% 8
IWA
3422
Intercontinental Wealth Advisors
Texas
$173M -$5.79M -3% 159
WAS
3423
WESPAC Advisors SoCal
California
$173M -$2.7M -2% 314
FCAG
3424
First Capital Advisors Group
New Jersey
$173M +$14.1M +9% 901
AF
3425
AMG Funds
Connecticut
$173M -$13M -7% 116