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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
AC
3101
AMS Capital
Brazil
$447M -$28M -6% 5.51% 59.8% 34 52.94%
FPFS
3102
First Personal Financial Services
North Carolina
$447M +$44.5M +11% 11.5% 31.5% 375 20.27%
PFG
3103
PAX Financial Group
Texas
$446M +$37.4M +9% 6.21% 42.5% 218 24.31%
YWP
3104
YorkBridge Wealth Partners
New York
$446M +$48.7M +12% 9.68% 36.5% 288 12.85%
LHC
3105
Lodge Hill Capital
New York
$446M +$129M +41% 6.85% 11.7% 33 33.33%
1WA
3106
180 Wealth Advisors
Washington
$445M -$8.51M -2% 10.1% 136% 414 14.49%
EWM
3107
Essex Woodlands Management
Texas
$445M -$6M -1% 1.65% 203% 10 10%
CA
3108
Continuum Advisory
Idaho
$445M +$71.4M +19% 6.5% 59.2% 319 13.17%
FAN
3109
Financial Advisors Network
California
$445M +$10.4M +2% 5.96% 154 9.74%
RSS
3110
Rosenblum Silverman Sutton
California
$444M +$7.28M +2% 7.46% 95.4% 72 5.56%
MCG
3111
McCollum Christoferson Group
New York
$444M +$24.2M +6% 9.46% 47.8% 77 6.49%
EPAM
3112
Euro Pacific Asset Management
Puerto Rico
$444M +$61.1M +16% 7.39% 137% 62 9.68%
GRIM
3113
Greenhaven Road Investment Management
Connecticut
$444M -$62.2M -12% 6.42% 76.8% 59 38.98%
SAS
3114
Sanford Advisory Services
Michigan
$444M +$45M +11% 9.76% 116 8.62%
SPIA
3115
Strategic Point Investment Advisors
Rhode Island
$443M +$35M +9% 8.4% 51.9% 27 11.11%
SHJ
3116
Sharkey, Howes & Javer
Colorado
$443M +$55.9M +14% 5.42% 54.6% 83 9.64%
KFAA
3117
Klaas Financial Asset Advisors
Illinois
$443M +$32.8M +8% 3.32% 36.2% 95 23.16%
QI
3118
Qtron Investments
Massachusetts
$443M +$71M +19% 9.77% 111% 367 30.52%
CA
3119
Cambridge Advisors
Nebraska
$443M +$32.2M +8% 7.27% 52.9% 185 4.32%
HC
3120
HNP Capital
New York
$442M +$42.9M +11% 6.4% 52.4% 169 9.47%
WFA
3121
Websterrogers Financial Advisors
South Carolina
$442M +$10.6M +2% 5.2% 42.9% 69 20.29%
HFS
3122
Haverford Financial Services
Pennsylvania
$442M +$30.7M +7% 13.2% 57.8% 70 2.86%
SNB
3123
Security National Bank
Nebraska
$442M +$43M +11% 13.6% 113% 114 17.54%
ERWM
3124
Elk River Wealth Management
Colorado
$442M +$46.3M +12% 12.1% 68% 132 10.61%
CAM
3125
Cubic Asset Management
Massachusetts
$442M +$37.6M +9% 8.58% 40.5% 206 10.68%