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
AFGI4KRSP
3551
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$378M +$43.9M +13% 1
TAM
3552
TCP Asset Management
Ohio
$378M +$108M +40% 84
CP
3553
Caligan Partners
New York
$378M +$81.8M +28% 15
PCM
3554
PenderFund Capital Management
British Columbia, Canada
$378M +$71.4M +23% 152
FPB
3555
First PREMIER Bank
South Dakota
$378M +$21.5M +6% 518
BCP
3556
BDT Capital Partners
Illinois
$378M +$19.4M +5% 2
HI
3557
Humankind Investments
New York
$378M +$40.8M +12% 142
BHWA
3558
Beacon Harbor Wealth Advisors
Virginia
$378M +$33.8M +10% 90
ONPI
3559
Owls Nest Partners IA
Pennsylvania
$378M -$5.72M -1% 16
SDAM
3560
Shulman DeMeo Asset Management
New York
$378M +$24.9M +7% 137
RA
3561
RR Advisors
Texas
$377M -$207M -35% 23
PPW
3562
Presilium Private Wealth
Pennsylvania
$377M +$25.8M +7% 73
DL
3563
DOHJ LLC
Washington
$377M +$38.5M +11% 150
PC
3564
Periscope Capital
Ontario, Canada
$377M -$214M -36% 525
SFG
3565
Sovereign Financial Group
Connecticut
$377M +$48.8M +15% 292
FCFC
3566
First Commonwealth Financial Corp
Pennsylvania
$377M +$53.7M +17% 202
EWA
3567
Encompass Wealth Advisors
Oregon
$377M +$43.3M +13% 337
CWM
3568
Concentric Wealth Management
California
$376M +$31.2M +9% 139
AC
3569
AlphaCore Capital
California
$376M -$307M -45% 394
PT
3570
Plimoth Trust
Massachusetts
$375M +$28.8M +8% 159
WFPG
3571
Waller Financial Planning Group
Ohio
$375M -$5.08M -1% 65
JHCM
3572
Juniper Hill Capital Management
California
$375M +$13.4M +4% 4
GIPM
3573
G2 Investment Partners Management
New York
$375M +$50.3M +15% 103
YRHAM
3574
Yong Rong (HK) Asset Management
Hong Kong
$375M +$109M +41% 24
MAC
3575
Mason & Associates (California)
California
$375M +$34.6M +10% 117