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
PCM
5301
Peirce Capital Management
Texas
$251M +$10.7M +4% 44
GU
5302
Georgetown University
District of Columbia
$251M -$48M -16% 21
AAMC
5303
Asset Allocation & Management Company
Illinois
$251M +$14M +6% 94
LAM
5304
LECAP Asset Management
United Kingdom
$251M -$36.6M -13% 404
PCM
5305
Ping Capital Management
New York
$251M +$84.9M +51% 72
RSC
5306
Red Spruce Capital
Pennsylvania
$251M +$5.58M +2% 93
OCFG
5307
O'Connor Financial Group
Illinois
$251M +$12.3M +5% 66
CNBT
5308
Cornerstone National Bank & Trust
Illinois
$251M +$5.47M +2% 203
FC
5309
Financial Council
Maryland
$251M +$25.2M +11% 103
5W
5310
5T Wealth
California
$250M +$21M +9% 130
AWG
5311
Altus Wealth Group
Colorado
$250M +$6.7M +3% 151
OGF
5312
Orin Green Financial
California
$250M -$179K -0.1% 88
CAM
5313
Concorde Asset Management
Michigan
$250M +$10.9M +5% 253
SIA
5314
SGL Investment Advisors
Montana
$250M +$10M +4% 136
JFG
5315
Juno Financial Group
Virginia
$250M 69
PPC
5316
Pennington Partners & Co
Maryland
$250M +$38.7M +18% 103
SI
5317
Stash Investments
New York
$249M +$17M +7% 5
FCM
5318
Freshford Capital Management
New York
$249M -$97.6M -28% 25
SC
5319
Solstein Capital
California
$249M +$30.7M +14% 504
RPCONE
5320
Retirement Planning Company of New England
Rhode Island
$249M +$719K +0.3% 256
BIA
5321
Beacon Investment Advisors
Maryland
$249M +$4.78M +2% 169
IVLAV
5322
Index Venture Life Associates VI
Jersey
$249M +$7.57M +3% 1
BMCM
5323
Burns Matteson Capital Management
New York
$249M +$10.7M +4% 243
SRWM
5324
Shira Ridge Wealth Management
California
$249M +$13.3M +6% 91
CWM
5325
Chicago Wealth Management
Illinois
$249M +$19.4M +8% 56