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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
3101
Strid Group
Pennsylvania
$371M +$44.3M +14% 15.4% 50.4% 36 13.89%
FTDI
3102
First Trust Direct Indexing
Massachusetts
$371M 16.7% 69% 1,127
PCM
3103
Prentice Capital Management
Connecticut
$371M +$108M +41% 55.3% 128% 36 66.67%
UONDDL
3104
University of Notre Dame du Lac
Indiana
$371M +$52.1M +16% 16.2% 38 52.63%
PG
3105
Patten Group
Tennessee
$370M +$114M +45% 12.8% 88.1% 235 11.91%
RIA
3106
RP Investment Advisors
Ontario, Canada
$370M +$82.4M +29% 4.33% 17.4% 74 86.49%
SFA
3107
Source Financial Advisors
New York
$370M 24.4% 18.5% 109
PFA
3108
Paradigm Financial Advisors
Missouri
$370M +$17.2M +5% 14.1% 114% 179 30.73%
AWM
3109
Apollon Wealth Management
South Carolina
$369M +$146M +66% 12.2% 87.5% 263 63.88%
JFGLC
3110
Johnson Financial Group LLC (Colorado)
Colorado
$369M +$113M +44% 11.8% 58.7% 33 24.24%
EGI
3111
EAM Global Investors
California
$369M +$96M +35% 75.1% 2,399% 209 77.99%
WAS
3112
Wealth Advisory Solutions
Indiana
$368M -$8.56M -2% 12.4% 55.5% 205 35.61%
FCM
3113
Firsthand Capital Management
California
$368M +$116M +46% 48.8% 265% 58 18.97%
SWP
3114
Summit Wealth Partners
Florida
$368M +$35.1M +11% 8.94% 44.9% 160 17.5%
ACP
3115
Acuta Capital Partners
California
$367M -$744K -0.2% 47.1% 7,269% 60 43.33%
SWA
3116
SOA Wealth Advisors
New York
$367M 18.3% 79.1% 912
GFG
3117
Greystone Financial Group
Michigan
$367M 13.7% 64.8% 98
CAN
3118
Claraphi Advisory Network
United States
$367M +$91.1M +33% 25.6% 88.3% 314 30.89%
BRCM
3119
Bright Rock Capital Management
Massachusetts
$367M +$30.1M +9% 15.1% 41.8% 79 10.13%
LA
3120
Lynch & Associates
Indiana
$367M +$33.2M +10% 11.9% 62.9% 108 7.41%
FNC
3121
First National Corp
Massachusetts
$367M +$46.2M +14% 12.5% 56.3% 160 15%
HFS
3122
Haverford Financial Services
Pennsylvania
$367M +$41.9M +13% 14.1% 57.9% 63 9.52%
CHP
3123
Cable Hill Partners
Oregon
$367M +$29.1M +9% 8.47% 20.3% 111 12.61%
SFWA
3124
Summit Financial Wealth Advisors
Louisiana
$367M -$8.07M -2% 10.6% 61.5% 119 15.13%
FIA
3125
FNY Investment Advisers
New York
$367M +$130M +55% 26.4% 307% 1,057 75.31%