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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
SFA
3026
Souders Financial Advisors
Ohio
$368M +$20.5M +6% 5.12% 54.9% 159 24.53%
SAM
3027
Strategy Asset Managers
California
$368M +$43.4M +13% 5.77% 108% 284 55.99%
CM
3028
Cornerstone Management
Georgia
$368M -$16.6M -4% 3.96% 40% 259 7.72%
HCM
3029
Hutchinson Capital Management
California
$368M -$18.3M -5% 5.55% 52.6% 74 10.81%
S
3030
Surevest
California
$368M -$13.7M -4% 5.84% 24.6% 615 17.56%
JTWM
3031
Jackson Thornton Wealth Management
Alabama
$367M +$14.6M +4% 5.68% 64.4% 35 37.14%
BSSFA
3032
Baron Silver Stevens Financial Advisors
Florida
$367M -$19.4M -5% 6.5% 52.1% 153 64.71%
PCWA
3033
Pacific Capital Wealth Advisors
California
$367M +$6.07M +2% 5.98% 46.9% 94 24.47%
NC
3034
Nekton Capital
United Kingdom
$367M +$56.8M +18% 6.21% 30.1% 28 78.57%
BIP
3035
Blueprint Investment Partners
North Carolina
$367M -$4.59M -1% 2.22% 90.8% 194 45.36%
GFS
3036
GYL Financial Synergies
Connecticut
$367M +$592K +0.2% 5.22% 36% 207 15.46%
CVM
3037
Cheviot Value Management
California
$366M -$34.9M -9% 7.1% 77.8% 73 9.59%
HWCM
3038
Hudson Way Capital Management
Texas
$366M -$3.09M -0.8% 1.05% 51.3% 17 23.53%
IA
3039
Icon Advisers
Colorado
$366M -$67.1M -15% 2.86% 114% 180 35.56%
FNC
3040
First National Corp
Massachusetts
$365M -$17M -4% 5.14% 56.3% 158 6.96%
AAMA
3041
Advanced Asset Management Advisors
Ohio
$365M -$24.8M -6% 5.73% 82.5% 92 2.17%
ASP
3042
Adams Street Partners
Illinois
$365M -$19.1M -5% 6.9% 399% 18 44.44%
FGP
3043
Foyston, Gordon, & Payne
Ontario, Canada
$365M +$19M +5% 6.04% 57.2% 66 12.12%
EWA
3044
Evolution Wealth Advisors
Florida
$365M -$30.4M -8% 2.61% 84.5% 126 22.22%
MFT
3045
Moisand Fitzgerald Tamayo
Florida
$365M -$7.09M -2% 6.67% 48.1% 923 48.86%
TLP
3046
Tri Locum Partners
New York
$364M +$120M +49% 18.5% 357% 72 72.22%
IA
3047
Inspire Advisors
Idaho
$364M +$6.71M +2% 3.44% 60.2% 177 45.2%
SPP
3048
Single Point Partners
Massachusetts
$364M -$2.42M -0.7% 5.08% 52.3% 148 29.05%
BPM
3049
Bowling Portfolio Management
Ohio
$364M -$32.6M -8% 3.47% 45.7% 209 22.97%
BC
3050
Bruce & Co
Illinois
$364M -$61.2M -14% 6.68% 94.5% 34 2.94%