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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
AFAS
2951
Acorn Financial Advisory Services
Virginia
$553M -$53.5M -9% 2.85% 96.9% 211 13.74%
FA
2952
Fermata Advisors
California
$553M +$17.1M +3% 0.31% 49.3% 306 20.26%
AIM
2953
Arcadia Investment Management
Michigan
$553M -$72.9M -12% 3.59% 83.5% 307 13.03%
BOA
2954
Birnam Oak Advisors
New York
$552M +$346M +168% 4.82% 36 44.44%
ICM
2955
III Capital Management
Florida
$552M -$68.6M -11% 1.78% 12.2% 48 37.5%
SDWMA
2956
Schneider Downs Wealth Management Advisors
Pennsylvania
$552M +$20.4M +4% 1.65% 43.5% 143 4.9%
SP
2957
Stablepoint Partners
Massachusetts
$552M +$7.16M +1% 1.82% 246 3.66%
GRA
2958
Goehring & Rozencwajg Associates
New York
$552M +$65M +13% 2.68% 213% 44 4.55%
WDL
2959
Well Done LLC
Michigan
$552M +$5.22M +1% 2.08% 77% 190 12.63%
EPAM
2960
Euro Pacific Asset Management
Puerto Rico
$551M +$87.3M +19% 23.3% 137% 80 12.5%
GFG
2961
Greystone Financial Group
Michigan
$551M -$24M -4% 0.32% 64.8% 108 20.37%
KLI
2962
Kelman-Lazarov Inc
Tennessee
$551M -$4.64M -0.8% 0.58% 39.9% 123 17.07%
PC
2963
Permanens Capital
New York
$551M +$27M +5% 0.07% 74.7% 64 25%
BWS
2964
Buck Wealth Strategies
Colorado
$550M +$69.1M +14% 0.33% 42% 138 52.9%
KWM
2965
KFG Wealth Management
Indiana
$550M +$15.1M +3% 1.39% 50.4% 203 17.24%
HS
2966
Hazelview Securities
Ontario, Canada
$550M +$2.08M +0.4% 2.91% 40 50%
AU
2967
Algebris (UK)
United Kingdom
$550M +$154M +39% 1.32% 19.5% 51 35.29%
AFM
2968
Anson Funds Management
Texas
$550M -$442M -45% 9.75% 1,243% 204 67.16%
RAA
2969
RWC Asset Advisors
Florida
$549M +$47.7M +10% 27.8% 277% 20 30%
CA
2970
Capital Advantage
California
$549M $0 0% 0.24% 44.4% 135 0%
AG
2971
Advocate Group
Minnesota
$548M +$17.3M +3% 2.66% 47.3% 119 7.56%
CPIH
2972
Consolidated Press International Holdings
Australia
$548M -$116M -17% 15.9% 17 29.41%
BIP
2973
Blueprint Investment Partners
North Carolina
$548M -$82.6M -13% 1.94% 75.1% 212 61.32%
RC
2974
Riposte Capital
New York
$547M +$26.7M +5% 6.15% 215% 39 61.54%
PJSIMP
2975
P.J. Schmidt Investment Management (PJS)
Wisconsin
$546M -$30.5M -5% 2.94% 65.9% 190 6.32%