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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
SNT
2776
Security National Trust
West Virginia
$334M +$59M +22% 21.9% 58.3% 494 20.85%
ACA
2777
Ackerman Capital Advisors
Texas
$334M +$76.8M +30% 12.6% 40.4% 143 50.35%
RBC
2778
Roble Belko & Company
Pennsylvania
$334M +$24.3M +8% 16.8% 53.3% 349 11.46%
PJSIMP
2779
P.J. Schmidt Investment Management (PJS)
Wisconsin
$334M +$46M +16% 20.2% 65.9% 127 14.96%
GLA
2780
Good Life Advisors
Pennsylvania
$333M +$57.5M +21% 17.1% 60% 269 24.16%
SRCM
2781
Sage Rock Capital Management
New York
$333M +$89.6M +37% 19.5% 13% 123 36.59%
QCM
2782
Quest Capital Management
Texas
$333M +$41.8M +14% 15% 87.7% 214 20.09%
MC
2783
Muzinich & Co
New York
$333M +$136M +69% 26.3% 9.67% 62 38.71%
PFA
2784
Pathway Financial Advisors
Vermont
$332M +$32.7M +11% 9.66% 48.4% 107 18.69%
FWM
2785
FFT Wealth Management
Pennsylvania
$332M -$8.58M -3% 20.2% 65.6% 35 31.43%
CRB
2786
Chad R. Baker
$332M +$74.6M +29% 28% 108% 57 8.77%
PL
2787
Plancorp LLC
Missouri
$332M +$73.5M +28% 23.6% 67.3% 184 14.67%
CWM
2788
Cranbrook Wealth Management
Michigan
$332M +$37.6M +13% 14.4% 48.8% 293 6.14%
AMCA
2789
Arthur M. Cohen & Associates
Illinois
$332M +$79.9M +32% 23.1% 110% 130 24.62%
ZAM
2790
Zeal Asset Management
Hong Kong
$332M +$153M +86% 40.9% 26.9% 5 20%
BEP
2791
Bluescape Energy Partners
Texas
$331M +$51.3M +18% 18.7% 57.9% 2 0%
GA
2792
Geller Advisors
New York
$330M -$17.6M -5% 20.2% 20.4% 105 56.19%
GFA
2793
Gifford Fong Associates
California
$330M +$57.5M +21% 24% 180% 130 3.08%
CFD
2794
Creative Financial Designs
Indiana
$330M +$136M +70% 17.9% 56.2% 1,233 61.56%
ARMC
2795
American Research & Management Company
Massachusetts
$329M +$66.1M +25% 18.6% 35.1% 389 23.65%
RWA
2796
River Wealth Advisors
Pennsylvania
$329M +$78.9M +32% 20.8% 80.3% 183 14.75%
ZAM
2797
Zevin Asset Management
Massachusetts
$329M +$60.4M +22% 25% 71.7% 81 8.64%
AWC
2798
Abundance Wealth Counselors
Pennsylvania
$329M +$40.7M +14% 18.2% 94.7% 78 52.56%
IIC
2799
Ironwood Investment Counsel
Arizona
$328M +$73.4M +29% 17.6% 64% 192 14.58%
BCM
2800
Buckhead Capital Management
Georgia
$327M +$59.7M +22% 14.8% 67.6% 110 33.64%