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
CAM
4976
Costello Asset Management
Pennsylvania
$145M +$12.5M +9% 267
TCM
4977
Tandem Capital Management
New Jersey
$145M +$11.6M +9% 87
CB
4978
CNB Bank
Pennsylvania
$145M +$12.1M +9% 450
TWP
4979
Treybourne Wealth Planners
Indiana
$144M +$5.46M +4% 47
CCM
4980
Cox Capital Management
Massachusetts
$144M +$13.1M +10% 89
CFC
4981
Coyle Financial Counsel
Illinois
$144M +$7.95M +6% 63
WLPWM
4982
Walled Lake Planning & Wealth Management
Illinois
$144M +$12.6M +10% 385
BWA
4983
Bordeaux Wealth Advisors
California
$144M +$11.1M +8% 62
SC
4984
Steph & Co
Wisconsin
$144M +$13M +10% 243
FFC
4985
First Financial Corp
Indiana
$144M +$8.43M +6% 368
ACH
4986
Axis Capital Holdings
Bermuda
$144M +$15M +12% 3
QC
4987
Quaero Capital
Switzerland
$144M +$9.68M +7% 65
TWS
4988
Thomas W. Smith
$144M -$4.1M -3% 8
SCM
4989
Spreng Capital Management
Ohio
$144M +$17.1M +14% 105
PFMU
4990
Privium Fund Management (UK)
United Kingdom
$144M +$14M +11% 90
SFG
4991
Sunburst Financial Group
Alabama
$144M +$10.8M +8% 63
GWCM
4992
Godshalk Welsh Capital Management
Pennsylvania
$144M +$7.87M +6% 116
TFA
4993
TPG Financial Advisors
Oregon
$143M +$8.77M +7% 41
AWM
4994
Aevitas Wealth Management
Massachusetts
$143M +$6.76M +5% 124
NAM
4995
Nationwide Asset Management
Ohio
$143M -$30.7M -18% 12
SCM
4996
Sterneck Capital Management
Missouri
$143M +$9.94M +7% 86
WFS
4997
Weitzel Financial Services
Iowa
$143M +$9.07M +7% 29
AC
4998
Apogem Capital
New York
$143M +$465K +0.3% 226
LFASL
4999
Lugano Financial Advisors SA (LFA)
Switzerland
$143M +$14M +11% 122
AAM
5000
Ascension Asset Management
New York
$143M -$486K -0.3% 104