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
EPWM
5451
Essex Private Wealth Management
Massachusetts
$110M +$583K +0.5% 67
BFS
5452
Beacon Financial Strategies
North Carolina
$110M -$7.24M -6% 34
TC
5453
Touchstone Capital
Pennsylvania
$110M -$900K -0.8% 15
KCM
5454
Khrom Capital Management
Florida
$110M +$18M +20% 23
BBHBI
5455
B, B, H, & B Inc
Alabama
$110M +$6.74M +7% 36
SVP
5456
Strategic Value Partners
Connecticut
$110M +$5.73M +6% 9
JI
5457
Jeereddi Investments
California
$110M -$8.99M -8% 57
JFS
5458
JD Financial Services
Pennsylvania
$110M +$1.83M +2% 37
AL
5459
ADE LLC
Maryland
$109M -$537K -0.5% 273
XS
5460
XR Securities
Illinois
$109M -$11M -9% 355
CCP
5461
Clifford Capital Partners
Utah
$109M +$2.25M +2% 43
MVA
5462
Mount Vernon Associates
Maryland
$109M -$26K -0% 58
ACMH
5463
Andar Capital Management (HK)
Hong Kong
$109M -$19.9M -15% 18
CFG
5464
CNO Financial Group
Indiana
$109M -$916K -0.8% 9
HPM
5465
Hudson Portfolio Management
New York
$109M -$239K -0.2% 105
HFAS
5466
Hummer Financial Advisory Services
Illinois
$108M -$42K -0% 105
DCM
5467
Dean Capital Management
Kansas
$108M -$800K -0.7% 85
APC
5468
Asset Planning Corporation
Tennessee
$108M +$5.33M +5% 32
PWM
5469
Penobscot Wealth Management
Maine
$108M +$3.93M +4% 54
RA
5470
Raffles Associates
New York
$108M -$9.6M -8% 52
ARS
5471
Adirondack Retirement Specialists
New York
$108M +$2.41M +2% 19
MUMSS
5472
Mitsubishi UFJ Morgan Stanley Securities
Japan
$108M +$94.4M +702% 121
EM
5473
Endicott Management
New York
$108M -$17.9M -14% 8
CCM
5474
Crew Capital Management
Ohio
$108M +$466K +0.4% 105
CCG
5475
Capital CS Group
California
$107M -$15.2M -12% 98