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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
PW
2701
Price Wealth
Texas
$338M +$62M +22% 17.2% 17.4% 598 63.04%
IC
2702
Intel Corp
California
$338M +$127M +61% 60.9% 55.6% 4 25%
AAA
2703
Adams Asset Advisors
Texas
$337M +$87.5M +35% 34.4% 63.2% 81 16.05%
LC
2704
Lindbrook Capital
California
$337M +$72.5M +27% 18.1% 35.8% 1,982 24.42%
I
2705
INVST
Indiana
$337M +$95.5M +40% 14.7% 60.4% 159 40.25%
MCM
2706
Mengis Capital Management
Oregon
$337M +$44M +15% 18% 91.8% 162 6.17%
ATPW
2707
Ashton Thomas Private Wealth
Arizona
$337M +$92.3M +38% 19.6% 77.5% 259 30.5%
HAIM
2708
Hunter Associates Investment Management
Pennsylvania
$337M +$78.5M +30% 20.4% 76.1% 189 22.22%
MAM
2709
MPM Asset Management
Massachusetts
$336M +$172M +104% 41.7% 5.89% 6 16.67%
ACS
2710
Archford Capital Strategies
Illinois
$336M +$79.9M +31% 18.8% 76.2% 258 23.26%
CPA
2711
Capital Planning Advisors
California
$336M +$67.8M +25% 22.9% 64.2% 135 21.48%
WA
2712
Waddell & Associates
Tennessee
$336M +$84.3M +34% 19.5% 194% 30 33.33%
DLCIG
2713
D.L. Carlson Investment Group
New Hampshire
$335M +$70.8M +27% 34.1% 99% 157 22.93%
VM
2714
VPR Management
Texas
$335M +$28.6M +9% 17.7% 60.8% 25 0%
LIM
2715
Lathrop Investment Management
Arkansas
$335M +$50.8M +18% 21.3% 65.5% 69 7.25%
SIS
2716
Sound Income Strategies
Florida
$334M +$43.8M +15% 21.3% 31.2% 927 12.62%
FSCM
2717
Front Street Capital Management
Montana
$334M +$57.4M +21% 22.4% 259% 60 13.33%
SLT
2718
St Louis Trust
Missouri
$334M +$69.3M +26% 22.9% 52.3% 89 17.98%
IHAM
2719
Integral Health Asset Management
New York
$334M +$107M +47% 36% 485% 80 61.25%
BEC
2720
Blue Edge Capital
Virginia
$334M +$57.3M +21% 18.7% 53.5% 100 12%
SNT
2721
Security National Trust
West Virginia
$334M +$59M +22% 21.9% 58.3% 494 20.85%
ACA
2722
Ackerman Capital Advisors
Texas
$334M +$76.8M +30% 12.6% 31.5% 143 50.35%
RBC
2723
Roble Belko & Company
Pennsylvania
$334M +$24.3M +8% 16.8% 53.3% 349 11.46%
PJSIMP
2724
P.J. Schmidt Investment Management (PJS)
Wisconsin
$334M +$46M +16% 20.2% 65.9% 127 14.96%
GLA
2725
Good Life Advisors
Pennsylvania
$333M +$57.5M +21% 17.1% 60% 269 24.16%