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
PCM
4026
Princeton Capital Management
New Jersey
$225M -$3.45M -2% 99
FMN
4027
Financial Management Network
California
$225M +$22.3M +11% 144
H2CM
4028
H/2 Credit Manager
Connecticut
$225M +$35M +18% 13
BAM
4029
Baldrige Asset Management
Pennsylvania
$225M +$14.6M +7% 332
ACM
4030
Aquilo Capital Management
California
$225M -$13M -5% 15
TWM
4031
TMD Wealth Management
Arizona
$225M +$2.34M +1% 54
TFA
4032
Triad Financial Advisors
North Carolina
$224M +$40.4M +22% 116
CPIA
4033
Cornell Pochily Investment Advisors
New York
$224M -$4.57M -2% 173
CRWM
4034
Castle Rock Wealth Management
California
$224M +$25.3M +13% 235
WA
4035
WP Advisors
California
$224M +$2.83M +1% 111
PH
4036
Pinnacle Holdings
Oklahoma
$224M +$10.1M +5% 231
MAG
4037
Mokosak Advisory Group
Iowa
$224M +$20.5M +10% 26
EPCA
4038
Elizabeth Park Capital Advisors
Ohio
$224M +$5.1M +2% 62
2C
4039
272 Capital
Texas
$223M +$37.3M +20% 87
CSCSIM
4040
Clear Sky Carbon Solutions Investment Management
Texas
$223M +$55.4M +33% 72
SIC
4041
Shoker Investment Counsel
Ohio
$223M +$32.4M +17% 91
BS
4042
Bessemer Securities
New York
$223M -$54.9M -20% 138
BHWM
4043
Bay Harbor Wealth Management
Maryland
$223M +$10.9M +5% 213
MP
4044
Mediatel Partners
Texas
$223M +$35.3M +19% 3
PAMI
4045
Perseverance Asset Management International
Cayman Islands
$223M +$56.8M +34% 18
IBOK
4046
Independence Bank of Kentucky
Kentucky
$223M +$19.9M +10% 459
SIGI
4047
Susquehanna International Group (Ireland)
Ireland
$223M -$85.6M -28% 70
AWAU
4048
Alliance Wealth Advisors (Utah)
Utah
$223M 216
OAM
4049
Oak Asset Management
California
$223M +$16.5M +8% 101
CFO
4050
Collective Family Office
Pennsylvania
$222M +$21.6M +11% 194