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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
SG
2901
Strid Group
Pennsylvania
$556M +$61.4M +12% 8.2% 50.4% 58 18.97%
AHSW
2902
Adventist Health System West
California
$556M +$40.1M +8% 7.88% 60.2% 5 0%
CWP
2903
Concord Wealth Partners
Virginia
$556M +$56.3M +11% 9.29% 66% 922 20.61%
DWM
2904
Dorchester Wealth Management
Quebec, Canada
$556M +$15.1M +3% 4.1% 18.3% 169 8.28%
GWI
2905
Grace & White Inc
New York
$555M -$14.8M -3% 6.24% 61.5% 142 5.63%
MWP
2906
Meridian Wealth Partners
Pennsylvania
$554M +$30.3M +6% 6.49% 54.2% 111 12.61%
PAMI
2907
Perseverance Asset Management International
Cayman Islands
$554M +$134M +32% 2.07% 120% 21 14.29%
MAM
2908
Montanaro Asset Management
United Kingdom
$554M +$22.1M +4% 7.73% 49.6% 47 14.89%
KIA
2909
Knollwood Investment Advisory
Maryland
$553M +$72.5M +15% 16.6% 160% 210 3.81%
BTWM
2910
Baker Tilly Wealth Management
Wisconsin
$553M -$56M -9% 7.82% 83.6% 479 17.12%
VFM
2911
Viking Fund Management
North Dakota
$553M +$38.7M +8% 9.54% 104% 129 13.18%
BMM
2912
Buffington Mohr McNeal
Idaho
$552M +$54.7M +11% 9.36% 29.3% 135 8.89%
ECM
2913
EagleClaw Capital Management
Massachusetts
$552M +$72M +15% 14% 104% 135 5.93%
DMC
2914
Deer Management Company
New York
$552M -$221M -29% 0.11% 154% 14 21.43%
PFM
2915
Patton Fund Management
Texas
$551M +$101M +22% 12% 188% 119 42.86%
CG
2916
CFO4Life Group
Texas
$551M +$27.3M +5% 6.09% 56.7% 210 17.62%
SPIA
2917
Strategic Point Investment Advisors
Rhode Island
$551M +$33.5M +6% 6.54% 51.9% 34 5.88%
FA
2918
Faithward Advisors
Pennsylvania
$551M +$100M +22% 14.2% 119% 332 47.59%
FI
2919
Fractal Investments
Connecticut
$551M +$64.4M +13% 14.1% 86.4% 87 21.84%
VS
2920
VK Services
California
$549M -$111M -17% 5.99% 1,605% 8 25%
HWCM
2921
Hudson Way Capital Management
Texas
$548M +$14.6M +3% 13.6% 51.3% 16 18.75%
SAIG
2922
Semper Augustus Investments Group
Colorado
$547M +$68.9M +14% 15% 95.4% 37 8.11%
CCG
2923
Chatham Capital Group
Georgia
$545M +$51M +10% 10.1% 89.9% 196 10.2%
SMH
2924
Sanders Morris Harris
Texas
$545M +$341M +168% 10.1% 83.1% 284 45.77%
SCM
2925
Soros Capital Management
New York
$545M +$404M +288% 21.6% 732% 49 57.14%