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
ST
4051
Somerset Trust
Pennsylvania
$259M -$15.8M -6% 153
MC
4052
Mathes Company
New York
$258M -$34.4M -12% 138
UCMOK
4053
United Capital Management of KS
Kansas
$258M -$10.3M -4% 100
AC
4054
AlphaCore Capital
California
$258M +$28.3M +12% 155
BWM
4055
Biltmore Wealth Management
Arizona
$257M -$8.43M -3% 52
CPIA
4056
Cornell Pochily Investment Advisors
New York
$257M +$43K +0% 173
DI
4057
DFPG Investments
Utah
$257M +$17.3M +7% 189
CP
4058
Capital Planning
Washington
$257M -$13.4M -5% 72
MHP
4059
Manatuck Hill Partners
Connecticut
$257M -$7.39M -3% 157
BWM
4060
BigSur Wealth Management
Florida
$257M +$1.05M +0.4% 146
MAG
4061
Mass Ave Global
New York
$256M +$65.5M +34% 42
VCG
4062
Vantage Consulting Group
Virginia
$256M -$116M -31% 237
BA
4063
Ballast Advisors
Minnesota
$256M -$5.32M -2% 191
LK
4064
Lumbard & Kellner
New Hampshire
$256M -$9.09M -3% 102
OC
4065
Oarsman Capital
Wisconsin
$256M +$2.4M +0.9% 202
TLP
4066
Tri Locum Partners
New York
$256M +$6.55M +3% 60
ES
4067
Eagle Strategies
New York
$256M -$535K -0.2% 153
SCP
4068
Syntal Capital Partners
Texas
$256M +$22.7M +10% 107
SHFA
4069
SS&H Financial Advisors
Michigan
$256M 127
RWA
4070
Roberts Wealth Advisors
California
$255M -$22.4M -8% 98
GAMC
4071
Garner Asset Management Corp
Texas
$255M +$9.31M +4% 182
MCA
4072
Magnolia Capital Advisors
Mississippi
$255M -$86.2M -25% 234
EE
4073
EWG Elevate
California
$255M +$51.3M +25% 111
SAMC
4074
Spectrum Asset Management (California)
California
$255M -$99.7M -28% 131
SHCM
4075
Silver Heights Capital Management
Ontario, Canada
$255M -$13.4M -5% 5