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
PC
4401
Permit Capital
Pennsylvania
$282M -$8.25M -3% 32
CFO
4402
Custos Family Office
Texas
$282M -$3.88M -1% 72
WIC
4403
Whitegate Investment Counselors
New Hampshire
$282M -$9.95M -3% 71
MA
4404
MYDA Advisors
New York
$282M -$68.4M -20% 173
PCI
4405
Pacifica Capital Investments
Texas
$282M -$29M -9% 14
WLPWM
4406
Walled Lake Planning & Wealth Management
Illinois
$282M +$12.8M +5% 138
WIA
4407
Westbourne Investment Advisors
Maryland
$281M -$10.7M -4% 85
BPCM
4408
Beach Point Capital Management
California
$281M +$2.29M +0.8% 31
CFCI
4409
Comprehensive Financial Consultants Institutional
Indiana
$281M +$6.48M +2% 186
CWM
4410
Cedar Wealth Management
California
$281M +$4.54M +2% 205
VFIC
4411
Valley Forge Investment Consultants
Pennsylvania
$281M -$10.3M -4% 90
HIM
4412
HGC Investment Management
Ontario, Canada
$281M +$47.4M +20% 95
HAM
4413
Harber Asset Management
North Carolina
$281M -$52.9M -16% 42
ST
4414
Somerset Trust
Pennsylvania
$281M +$15.1M +6% 174
BWCS
4415
Beirne Wealth Consulting Services
Connecticut
$281M +$3.39M +1% 104
HT
4416
HAP Trading
New York
$281M -$18M -6% 546
SSWG
4417
Seven Springs Wealth Group
Tennessee
$281M +$12M +4% 83
SWM
4418
Seaside Wealth Management
California
$280M +$7.1M +3% 61
CWM
4419
Chesapeake Wealth Management
Virginia
$280M -$11.2M -4% 160
LJHT
4420
Laurie J. Hall Trustee
$280M -$24.4M -8% 251
PGF
4421
Plan Group Financial
Oklahoma
$280M +$90.8M +48% 161
BFA
4422
Bill Few Associates
Pennsylvania
$280M -$4.63M -2% 180
NOI
4423
Newton One Investments
Delaware
$280M +$20.2M +8% 122
FFO
4424
Fortitude Family Office
Arizona
$280M -$315K -0.1% 1,308
HFA
4425
Highland Financial Advisors
New Jersey
$280M -$9.08M -3% 60