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
PAM
4851
Peninsula Asset Management
Florida
$163M +$6.63M +4% 44
FFC
4852
First Financial Corp
Indiana
$163M +$14.1M +9% 384
BDCM
4853
Black Diamond Capital Management
Connecticut
$163M -$986K -0.6% 12
UBG
4854
United Bank (Georgia)
Georgia
$163M +$12.7M +8% 87
IAG
4855
Investment Advisory Group
Massachusetts
$163M +$18.8M +13% 141
BCM
4856
Brookmont Capital Management
Texas
$163M +$18.8M +13% 48
HVP
4857
Hudson Value Partners
Florida
$163M +$14.2M +10% 105
VF
4858
Visa Foundation
California
$163M -$3.54M -2% 1
RPCA
4859
Running Point Capital Advisors
California
$163M +$11.9M +8% 240
CC
4860
Claybrook Capital
Massachusetts
$163M +$5.12M +3% 144
WAM
4861
Weinberger Asset Management
California
$163M +$18.1M +13% 75
NAH
4862
Neumann Advisory (HK)
Hong Kong
$163M -$123M -43% 16
CWA
4863
CJM Wealth Advisers
Virginia
$163M +$22.1M +16% 58
CSWM
4864
Cassady Schiller Wealth Management
Ohio
$163M -$10.7M -6% 470
CSB
4865
City State Bank
Iowa
$163M +$19.6M +14% 713
RIP
4866
RAM Investment Partners
Washington
$163M 49
ACP
4867
Acuta Capital Partners
California
$163M -$62.3M -28% 54
WWP
4868
WR Wealth Planners
Missouri
$162M +$20.3M +14% 548
TWCM
4869
True Wind Capital Management
California
$162M +$929K +0.6% 3
HZ
4870
Hixon Zuercher
Ohio
$162M +$5.7M +4% 60
LFGO
4871
Legacy Financial Group (Oklahoma)
Oklahoma
$162M 62
KA
4872
Kailix Advisors
Florida
$162M 8
CCC
4873
Cincinnati Casualty Company
Ohio
$162M +$19.8M +14% 26
SIAG
4874
Safeguard Investment Advisory Group
California
$162M +$16.2M +11% 101
CCM
4875
Carmel Capital Management
California
$162M +$8.94M +6% 36