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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
LIA
2576
LS Investment Advisors
Michigan
$570M +$30.5M +6% 6.95% 85.7% 130 4.62%
DCM
2577
Disciplina Capital Management
Tennessee
$569M +$165M +41% 1.69% 23.9% 63 23.81%
AIP
2578
Almanack Investment Partners
Pennsylvania
$569M +$62.4M +12% 1.8% 56.8% 179 14.53%
LSPW
2579
Lake Street Private Wealth
Illinois
$569M +$33.2M +6% 7.7% 77% 304 10.53%
CA
2580
Cornerstone Advisory
Maryland
$569M +$13.9M +3% 5.67% 43.8% 218 6.88%
RIM
2581
Rockbridge Investment Management
New York
$569M +$25.9M +5% 2.48% 31.1% 111 4.5%
M
2582
Mirova
France
$568M -$125M -18% 1.28% 32% 166 3.01%
PIA
2583
Perennial Investment Advisors
California
$568M +$30.1M +6% 7.6% 68.4% 399 17.04%
RB
2584
Rodgers Brothers
Pennsylvania
$568M +$47.2M +9% 6.27% 75.7% 218 10.55%
KC
2585
Kadensa Capital
Hong Kong
$568M +$68M +14% 12.3% 125% 36 58.33%
AWP
2586
Ascent Wealth Partners
New York
$568M +$70M +14% 6.82% 72.3% 161 11.18%
AIA
2587
Arbor Investment Advisors
North Carolina
$568M +$24.5M +5% 3.59% 44.3% 110 9.09%
HR
2588
Hardy Reed
Mississippi
$567M -$914K -0.2% 5.64% 57.7% 115 18.26%
NRG
2589
Nemes Rush Group
Michigan
$567M 9.58% 95.6% 677
EEP
2590
Edgehill Endowment Partners
Connecticut
$566M +$65.7M +13% 3.31% 11.6% 9 22.22%
WFAG
2591
Wescott Financial Advisory Group
Pennsylvania
$566M +$106M +23% 4.92% 45% 167 9.58%
AIM
2592
Anatole Investment Management
Hong Kong
$566M +$388M +219% 18% 1,629% 8 75%
GLR
2593
Great Lakes Retirement
Ohio
$566M +$34.7M +7% 7.24% 77.3% 239 17.57%
MSAM
2594
Moloney Securities Asset Management
Missouri
$566M +$28.7M +5% 5.65% 86% 472 16.53%
SCA
2595
Stillwater Capital Advisors
Pennsylvania
$565M +$50.3M +10% 11.2% 121% 72 8.33%
MC
2596
Minot Capital
Colorado
$564M +$11.8M +2% 8.09% 19.6% 21 9.52%
PI
2597
PFG Investments
New York
$564M +$72M +15% 7.19% 106% 545 13.39%
AFAS
2598
Acorn Financial Advisory Services
Virginia
$563M +$49.1M +10% 7.59% 96.9% 248 11.69%
GA
2599
GRS Advisors
Illinois
$562M +$38.9M +7% 5.42% 41.1% 37 40.54%
PDM
2600
Penn Davis McFarland
Texas
$562M +$16.5M +3% 3% 86.8% 46 8.7%