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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
IA
2926
Insight Advisors
Pennsylvania
$438M -$10.1M -2% 1.91% 51.7% 294 9.52%
FDS
2927
First Dallas Securities
Texas
$437M +$257M +144% 0% 134% 195 67.18%
EC
2928
ECP ControlCo
New Jersey
$436M -$60.1M -12% 11.7% 35.8% 9 0%
HFS
2929
Howard Financial Services
Texas
$436M +$17M +4% 3.23% 50.2% 155 11.61%
GCMG
2930
Gyroscope Capital Management Group
Florida
$436M +$2.72M +0.6% 3.73% 24.8% 244 34.02%
CCT
2931
Chemung Canal Trust
New York
$436M -$30.1M -6% 3.69% 80.9% 120 6.67%
RIA
2932
Realta Investment Advisors
Delaware
$435M -$22.5M -5% 4.05% 126% 829 6.51%
TH
2933
Team Hewins
California
$435M +$226M +108% 2.12% 60.5% 50 84%
IG
2934
Ithaka Group
Virginia
$434M -$44.5M -9% 5.2% 99.2% 39 10.26%
AWM
2935
Affinity Wealth Management
Delaware
$434M -$1.75M -0.4% 0.6% 116% 107 14.02%
RWP
2936
Revolve Wealth Partners
New Jersey
$434M +$7.14M +2% 3.37% 60.3% 160 15%
PA
2937
Probity Advisors
Texas
$434M -$24.3M -5% 3.48% 41.2% 190 6.84%
AGM
2938
Alpine Global Management
New York
$434M +$70.3M +19% 16.4% 100% 287 74.22%
NCM
2939
Northside Capital Management
Oregon
$434M +$145M +50% 0.57% 94.8% 120 14.17%
SPT
2940
Siemens Pension Trust
Germany
$433M -$68.8M -14% 13.7% 32% 1 0%
FTC
2941
Farmers Trust Company
Ohio
$433M -$33.9M -7% 2.77% 73.5% 163 9.2%
CG
2942
CFO4Life Group
Texas
$433M -$32.9M -7% 4.97% 43.4% 187 12.83%
FA
2943
Fiduciary Alliance
South Carolina
$433M -$32.9M -7% 2.69% 94.3% 1,013 83.81%
CLC
2944
Charles-Lim Capital
Hong Kong
$433M -$245M -36% 18.7% 21.5% 9 44.44%
MAM
2945
Marotta Asset Management
Virginia
$432M -$16.2M -4% 4.35% 45.7% 113 6.19%
OAM
2946
Occidental Asset Management
California
$432M -$9.56M -2% 3.18% 65.6% 228 17.54%
PFBT
2947
Parkside Financial Bank & Trust
Missouri
$432M +$10.9M +3% 3.06% 63.3% 2,141 10.09%
SDWMA
2948
Schneider Downs Wealth Management Advisors
Pennsylvania
$432M -$5.98M -1% 4.1% 43.5% 113 6.19%
WAM
2949
Winslow Asset Management
Ohio
$432M -$32.6M -7% 4.38% 83.3% 78 12.82%
AG
2950
Advocate Group
Minnesota
$432M -$23M -5% 4.8% 47.3% 118 2.54%