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
PMAM
6501
Penn Mutual Asset Management
Pennsylvania
$167M +$116M +225% 66
CCP
6502
Crocodile Capital Partners
Germany
$167M +$44.4M +36% 16
AWA
6503
Argo Wealth Advisory
Virginia
$167M 52
PWA
6504
Primoris Wealth Advisors
Florida
$167M +$9.86M +6% 119
TDC
6505
Thompson Davis & Co
Virginia
$167M +$5.04M +3% 186
CAIM
6506
Catherine Avery Investment Management
Florida
$167M +$11.7M +8% 167
S
6507
SharpePoint
Arizona
$167M +$56M +51% 86
SFA
6508
Salus Financial Advisors
Colorado
$167M +$4.71M +3% 35
IW
6509
Instrumental Wealth
Florida
$167M +$24.2M +17% 82
CWI
6510
Conscious Wealth Investments
Florida
$167M -$2.01M -1% 61
BCM
6511
Berbice Capital Management
New York
$167M +$4.26M +3% 207
IFS
6512
Integrated Financial Solutions
Virginia
$167M +$21.4M +15% 34
PAM
6513
Pacific Asset Management
Washington
$167M +$19.3M +13% 70
SRB
6514
Shotwell Rutter Baer
Michigan
$167M +$11.6M +7% 39
PCC
6515
Perry Creek Capital
New York
$167M -$6.13M -4% 13
PWAM
6516
Papamarkou Wellner Asset Management
New York
$166M +$4.69M +3% 95
HFCIV
6517
H&F Corporate Investors VIII
California
$166M -$120M -42% 1
AWM
6518
Allen Wealth Management
North Carolina
$166M +$18.7M +13% 61
TIM
6519
Tevis Investment Management
Texas
$166M $0 0% 106
JF
6520
Jericho Financial
Ohio
$166M +$1.27M +0.8% 43
WI
6521
Whitebark Investors
Nevada
$166M -$44M -21% 11
WHCI
6522
W.H. Cornerstone Investments
Massachusetts
$166M +$1.88M +1% 118
CIP
6523
Castlefield Investment Partners
$166M 32
PFA
6524
Pillar Financial Advisors
Kentucky
$166M +$6.59M +4% 125
SWA
6525
Sterling Wealth Advisors
Florida
$166M +$8.98M +6% 20