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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
SFA
2576
Souders Financial Advisors
Ohio
$994M +$118M +13% 11.8% 54.9% 240 16.67%
AGDI
2577
Absolute Gestao de Investimentos
Brazil
$994M +$117M +13% 11.4% 96 80.21%
RCG
2578
Rock Creek Group
District of Columbia
$994M +$6.01M +0.6% 6.89% 37.2% 62 17.74%
PAI
2579
Power Alpha Investment
British Virgin Islands
$994M +$119M +14% 14.7% 5 20%
DA
2580
Denali Advisors
California
$993M +$93.3M +10% 19% 106% 347 19.88%
CAL
2581
Capital Advisors Ltd
Ohio
$991M +$111M +13% 13.2% 54.2% 1,623 10.66%
JPWM
2582
Jamison Private Wealth Management
Georgia
$990M +$168M +20% 27.1% 121% 229 8.3%
PGFG
2583
Pine Grove Financial Group
Minnesota
$990M +$130M +15% 11.6% 227 20.7%
KI
2584
KTF Investments
California
$989M +$405M +69% 48.8% 100 16%
SOW
2585
State of Wyoming
Wyoming
$989M +$145M +17% 25.4% 131% 2,319 42.39%
NG
2586
Novem Group
New York
$988M +$115M +13% 12.3% 506 25.69%
ACS
2587
Archford Capital Strategies
Illinois
$987M +$114M +13% 17.2% 76.2% 376 13.83%
GEM
2588
Global Endowment Management
North Carolina
$987M +$90.4M +10% 10.2% 46.1% 132 50%
FPGK
2589
Financial Partners Group (Kansas)
Kansas
$985M +$149M +18% 18.1% 70.7% 258 15.12%
SAA
2590
Southeast Asset Advisors
Georgia
$984M +$72M +8% 11.3% 91.5% 237 13.5%
APFP
2591
Action Point Financial Planning
Michigan
$984M +$872M +778% 12.2% 2,789 97.42%
LI
2592
LVZ Inc
Michigan
$984M +$108M +12% 10.6% 47.1% 184 16.3%
SLG
2593
Stanley-Laman Group
Pennsylvania
$984M +$170M +21% 35.6% 124% 327 18.96%
CPBTD
2594
Central Pacific Bank - Trust Division
Hawaii
$984M +$200M +26% 20% 928 12.5%
CVM
2595
Cheviot Value Management
California
$984M -$11.6M -1% 2.73% 77.8% 449 6.9%
MHIC
2596
Marble Harbor Investment Counsel
Massachusetts
$984M +$61.1M +7% 12.1% 66.7% 203 6.9%
JIR
2597
James Investment Research
Ohio
$984M +$92.5M +10% 15.9% 107% 385 9.35%
IAM
2598
Infinitum Asset Management
Florida
$983M +$182M +23% 38.9% 24 29.17%
GP
2599
Greenline Partners
New York
$983M +$52.8M +6% 5.78% 69.6% 152 7.24%
TFCP
2600
Twin Focus Capital Partners
Massachusetts
$983M +$112M +13% 18.2% 92.5% 177 6.21%