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
BCH
4526
Berkshire Capital Holdings
California
$277M +$41M +17% 99
3F
4527
360 Financial
Minnesota
$277M +$5.94M +2% 94
EFN
4528
Equita Financial Network
Pennsylvania
$277M +$2.96M +1% 82
CWM
4529
Cedar Wealth Management
California
$277M -$45.6M -14% 270
DMKJ
4530
David M. Knott Jr
$277M -$8.05M -3% 98
SA
4531
SAM Advisors
California
$277M +$4.1M +2% 43
KA
4532
Kooman & Associates
Pennsylvania
$276M +$5.54M +2% 51
SFS
4533
Stiles Financial Services
Minnesota
$276M -$7.7M -3% 195
ACMG
4534
Anchor Capital Management Group
California
$276M 18
HP
4535
Holistic Planning
Texas
$276M +$39.5M +17% 179
FFAM
4536
Forge First Asset Management
Canada
$276M +$94.5M +52% 50
JWM
4537
Jeppson Wealth Management
California
$276M -$3.47M -1% 209
ACM
4538
Anfield Capital Management
California
$276M +$13.3M +5% 509
ICP
4539
Interchange Capital Partners
Pennsylvania
$276M -$5.77M -2% 276
CPC
4540
Congress Park Capital
New York
$275M +$5.6M +2% 119
FUBT
4541
First United Bank & Trust
Maryland
$275M -$3.01M -1% 394
THCM
4542
Taylor Hoffman Capital Management
Virginia
$275M +$14.4M +6% 117
PMA
4543
Prudent Man Advisors
Illinois
$275M -$24.5M -8% 189
HKIM
4544
Hayek Kallen Investment Management
Alabama
$275M -$7.06M -3% 94
EPIME
4545
Evelyn Partners Investment Management (Europe)
$275M 189
CFCI
4546
Comprehensive Financial Consultants Institutional
Indiana
$275M +$656K +0.2% 178
FIM
4547
FWL Investment Management
Texas
$275M +$13.7M +5% 335
VC
4548
Veracity Capital
Georgia
$275M +$13.2M +5% 233
OWM
4549
Olympus Wealth Management
Utah
$275M -$16.2M -6% 18
RWPA
4550
Richard W. Paul & Associates
Michigan
$275M -$3.86M -1% 532