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
CCP
5301
Cassia Capital Partners
North Carolina
$133M +$22.5M +20% 50
RFMS
5302
RWQ Financial Management Services
Florida
$133M +$7.17M +6% 41
RCIM
5303
Russell Clark Investment Management
United Kingdom
$133M +$9.68M +8% 46
PP
5304
Patron Partners
Texas
$133M +$14.9M +13% 190
CCA
5305
Covey Capital Advisors
Georgia
$133M +$12.3M +10% 38
BFM
5306
Broadview Financial Management
Wisconsin
$133M +$4.06M +3% 47
CAM
5307
Caprin Asset Management
Virginia
$133M +$1.92M +1% 18
GPC
5308
Greenstone Partners & Co
California
$133M +$14.1M +12% 11
RCM
5309
Rain Capital Management
Oregon
$133M +$8.47M +7% 51
FFA
5310
Freedman Financial Associates
Massachusetts
$133M +$11.6M +10% 579
HPWM
5311
High Pines Wealth Management
Massachusetts
$133M +$19.4M +17% 44
CGH
5312
CMG Global Holdings
Texas
$133M +$17.3M +15% 87
GFI
5313
Global Frontier Investments
South Carolina
$132M +$16.3M +14% 19
ONST
5314
Old North State Trust
North Carolina
$132M +$5.9M +5% 363
RCM
5315
Regency Capital Management
Hawaii
$132M +$37.3M +39% 207
MCA
5316
Morris Capital Advisors
Pennsylvania
$132M +$9.04M +7% 61
FCFC
5317
First Citizens Financial Corp
Iowa
$132M +$9.6M +8% 115
RB
5318
Renasant Bank
Mississippi
$132M +$7.73M +6% 198
UMC
5319
United Maritime Capital
New York
$132M +$10.7M +9% 88
MIM
5320
Merrion Investment Management
New Jersey
$132M +$12.1M +10% 95
AA
5321
ACT Advisors
North Carolina
$132M +$5.33M +4% 32
CI
5322
Ceera Investments
Texas
$132M +$9.04M +7% 63
MAM
5323
MMA Asset Management
Pennsylvania
$132M +$16.3M +14% 106
VCWA
5324
Vanguard Capital Wealth Advisors
Colorado
$132M +$14.3M +12% 179
DI
5325
DRH Investments
California
$132M +$1.86M +1% 15