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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
SDH
2751
Sloy Dahl & Holst
Washington
$728M -$104M -13% 118
TCM
2752
Tran Capital Management
California
$728M -$107M -13% 81
DA
2753
Dillon & Associates
Michigan
$726M -$48M -6% 79
F
2754
FIFTHDELTA
United Kingdom
$725M +$249M +52% 15
PAS
2755
Professional Advisory Services
Florida
$724M -$47.2M -6% 82
FAN
2756
Financial Advisors Network
California
$724M -$5.3M -0.7% 228
KFAA
2757
Klaas Financial Asset Advisors
Illinois
$724M +$34.8M +5% 63
TFHU
2758
TLT Family Holdco ULC
$724M -$187M -21% 8
VCM
2759
Vivaldi Capital Management
Illinois
$723M -$12.2M -2% 294
UW
2760
Unique Wealth
Florida
$723M +$7M +1% 216
AF
2761
Apollon Financial
South Carolina
$723M +$34.3M +5% 275
ZAM
2762
Zevin Asset Management
Massachusetts
$723M -$22.8M -3% 101
CG
2763
Castellan Group
Kentucky
$723M -$70.1M -9% 59
MBTD
2764
Mechanics Bank - Trust Department
California
$722M -$41.4M -5% 210
FIS
2765
FCPM III Services
Netherlands
$722M -$40.7M -5% 11
PPW
2766
Pasadena Private Wealth
California
$721M -$11M -2% 268
WLIM
2767
White Lighthouse Investment Management
Massachusetts
$721M +$4.41M +0.6% 154
FAC
2768
Financial Advisory Corporation
Michigan
$720M +$32.2M +5% 54
FA
2769
Fagan Associates
New York
$719M -$30.8M -4% 143
EI
2770
Ellevest Inc
New York
$719M -$4.07M -0.6% 467
SAM
2771
Summit Asset Management
Tennessee
$719M +$12.1M +2% 178
PWA
2772
Physician Wealth Advisors
Utah
$719M -$128K -0% 2,264
KC
2773
Kadensa Capital
Hong Kong
$718M -$245M -25% 53
TFA
2774
Tobias Financial Advisors
Florida
$718M +$10.4M +1% 157
WRPWM
2775
Werba Rubin Papier Wealth Management
California
$718M +$349M +95% 300