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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
HPA
2926
High Probability Advisors
New York
$552M +$12.4M +2% 0.7% 49.7% 57 7.02%
FCA
2927
FinTrust Capital Advisors
South Carolina
$551M +$32.1M +6% 2.25% 23.6% 1,443 15.94%
OGC
2928
Oak Grove Capital
New Hampshire
$550M +$54.7M +11% 12.2% 463% 66 30.3%
WSCM
2929
Wellington Shields Capital Management
New York
$549M +$18.9M +4% 3.46% 137% 321 9.66%
AWM
2930
Aprio Wealth Management
Georgia
$549M +$38.7M +8% 0.79% 60.6% 277 18.77%
TODC
2931
Trustees of Dartmouth College
New Hampshire
$549M +$44.2M +9% 2.54% 52.5% 5 20%
AWM
2932
Affinity Wealth Management
Delaware
$548M +$8.27M +2% 1.39% 116% 107 11.21%
1SAMC
2933
12th Street Asset Management Company
Tennessee
$548M -$28.5M -5% 2.37% 106% 30 3.33%
PCWA
2934
Pacific Capital Wealth Advisors
California
$548M +$123M +29% 1.65% 46.9% 681 43.91%
SF
2935
Symphony Financial
Texas
$548M +$118M +28% 4.62% 85.7% 222 19.37%
PJSIMP
2936
P.J. Schmidt Investment Management (PJS)
Wisconsin
$547M +$17.4M +3% 4.35% 65.9% 187 6.42%
XS
2937
XR Securities
Illinois
$547M -$2.64B -83% 2.53% 17% 361 40.44%
M
2938
Mirova
France
$547M -$17.2M -3% 1.18% 64.6% 151 29.14%
FNA
2939
First National Advisers
Nebraska
$547M +$100M +22% 4.19% 87.9% 213 7.04%
VHMC
2940
Value Holdings Management Company
New York
$547M -$18.3M -3% 0.2% 125% 31 12.9%
QCM
2941
Quadratic Capital Management
Connecticut
$546M -$117M -18% 0.35% 0.74% 2 0%
MC
2942
Meteora Capital
Florida
$546M -$41.5M -7% 3.09% 56.9% 327 37.31%
DFCM
2943
Dark Forest Capital Management
Puerto Rico
$546M -$44.4M -8% 0.05% 63% 951 62.25%
GEA
2944
Glen Eagle Advisors
New Jersey
$546M +$19M +4% 3.51% 68.5% 1,221 15.64%
LWM
2945
Liberty Wealth Management
California
$546M +$33.1M +6% 3.29% 64.2% 244 27.87%
KFAA
2946
Klaas Financial Asset Advisors
Illinois
$545M +$44.1M +9% 0.6% 36.2% 50 12%
EWM
2947
Executive Wealth Management
Michigan
$545M -$595M -52% 2.23% 18.4% 253 58.1%
HA
2948
Harbor Advisors
Florida
$545M +$971K +0.2% 1.92% 125% 187 10.7%
AMCA
2949
Arthur M. Cohen & Associates
Illinois
$545M +$71.9M +15% 8.63% 110% 145 11.03%
AA
2950
AF Advisors
California
$545M +$83.9M +18% 18.9% 76.5% 22 4.55%