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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
KTC
2751
Kistler-Tiffany Companies
Pennsylvania
$529M +$17.3M +3% 3.72% 52% 790 7.59%
AIM
2752
Arcadia Investment Management
Michigan
$529M -$69.2M -12% 7.01% 83.5% 297 5.72%
JJ
2753
Johnson & Johnson
New Jersey
$529M -$349M -40% 20% 300% 24 8.33%
AWM
2754
Angeles Wealth Management
California
$528M 4.91% 70.4% 192
BMM
2755
Buffington Mohr McNeal
Idaho
$528M -$55.8M -10% 6.39% 29.3% 137 14.6%
SSA
2756
South Street Advisors
New York
$528M -$43M -8% 2.78% 140% 76 14.47%
BCM
2757
Brasada Capital Management
Texas
$528M -$2.6M -0.5% 4.53% 63.5% 164 34.15%
NEWAS
2758
N.E.W. Advisory Services
Wisconsin
$528M -$134M -20% 3.6% 42% 161 30.43%
IPGDR
2759
Investidor Profissional Gestao de Recursos
Brazil
$528M -$53.5M -9% 7.22% 48.1% 21 14.29%
DA
2760
Dillon & Associates
Michigan
$527M -$46.7M -8% 7.33% 92% 83 12.05%
CA
2761
Continuum Advisory
Idaho
$527M +$82.1M +18% 2.65% 59.2% 397 29.47%
SVWAG
2762
Sound View Wealth Advisors Group
Georgia
$526M -$3.11M -0.6% 2.52% 60.5% 299 7.36%
RBC
2763
Roble Belko & Company
Pennsylvania
$526M -$6.28M -1% 4.44% 53.3% 409 15.65%
FMC
2764
FTV Management Company
California
$525M -$251M -32% 28.4% 30.5% 2 0%
PRCP
2765
Pacific Ridge Capital Partners
Oregon
$525M -$37M -7% 4.56% 112% 130 6.15%
SRF
2766
Silver Rock Financial
California
$525M -$59.7M -10% 0.67% 6.77% 256 17.19%
SWPG
2767
Strategic Wealth Partners Group
Illinois
$525M -$51.7M -9% 5.73% 65 15.38%
SCM
2768
Silvant Capital Management
Georgia
$525M -$60.2M -10% 5.88% 148% 347 8.93%
HCC
2769
Hill City Capital
Massachusetts
$524M +$85.5M +19% 8.15% 153% 25 32%
AIA
2770
Arbor Investment Advisors
North Carolina
$524M -$10.9M -2% 4.2% 44.3% 122 13.11%
NFT
2771
Nan Fung Trinity
Hong Kong
$523M +$63.4M +14% 7.6% 82.3% 33 18.18%
HL
2772
HeadInvest LLC
Maine
$523M -$40.4M -7% 4.25% 45.6% 238 5.88%
IIA
2773
IPG Investment Advisors
California
$523M -$29.5M -5% 9.25% 78.6% 233 38.2%
HT
2774
Hefren-Tillotson
Pennsylvania
$523M -$33.7M -6% 5.13% 40% 13 0%
ZAM
2775
Zevin Asset Management
Massachusetts
$522M -$32.7M -6% 4.12% 57.5% 98 11.22%