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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
SA
3101
Strategic Advisors
New York
$638M +$15.8M +3% 1.6% 87.3% 190 7.89%
SWM
3102
SilverOak Wealth Management
Minnesota
$638M +$45.3M +8% 1.94% 124 11.29%
PWW
3103
Pettyjohn Wood & White
Virginia
$638M +$32.4M +5% 3% 62.7% 219 9.59%
SRFM
3104
Shannon River Fund Management
New York
$638M +$16.3M +3% 11.6% 337% 32 56.25%
SFS
3105
Security Financial Services
Indiana
$637M +$18.4M +3% 2.1% 60.7% 218 10.09%
HFS
3106
Hughes Financial Services
Virginia
$637M +$8.03M +1% 1.57% 1,346 28.38%
AMM
3107
American Money Management
California
$636M +$37M +6% 1.91% 54.1% 175 16.57%
SSCM
3108
Summit Street Capital Management
New York
$636M -$92.8M -13% 9.31% 144% 31 3.23%
SCM
3109
Sio Capital Management
New York
$636M +$241M +61% 18.2% 577% 77 45.45%
SCA
3110
Summit Creek Advisors
Minnesota
$636M -$50.5M -7% 0.44% 47.8% 74 16.22%
NWM
3111
Northwest Wealth Management
Iowa
$636M +$28.8M +5% 2.69% 63.4% 263 21.29%
CT
3112
Clearstead Trust
Maine
$635M +$50M +9% 2.94% 84.1% 1,586 41.87%
PCM
3113
PenderFund Capital Management
British Columbia, Canada
$635M +$41.9M +7% 7.96% 130% 298 60.07%
GHAM
3114
Gilman Hill Asset Management
Connecticut
$635M -$4.03M -0.6% 1.87% 50.7% 244 12.7%
TCM
3115
Towercrest Capital Management
Pennsylvania
$634M +$10.9M +2% 1.2% 31.4% 101 4.95%
NICM
3116
Neo Ivy Capital Management
New York
$633M +$223M +54% 3.42% 555 72.07%
BIA
3117
Bell Investment Advisors
California
$632M +$20.4M +3% 1.43% 31.2% 1,972 13.44%
WCAMG
3118
Woodard & Company Asset Management Group
North Carolina
$632M +$16.1M +3% 2.93% 84.8% 183 24.59%
FMN
3119
Financial Management Network
California
$632M +$25.6M +4% 2.76% 52% 200 14%
CAM
3120
Chandler Asset Management
California
$632M +$22.5M +4% 0.83% 29.4% 22 0%
VAS
3121
VR Advisory Services
Cayman Islands
$632M +$219M +53% 18.1% 93.7% 41 21.95%
PSP
3122
Pacific Sage Partners
Washington
$631M +$33M +6% 1.57% 45.8% 126 11.11%
AP
3123
Affinity Partners
Florida
$631M +$7.79M +1% 1.21% 1 0%
PCS
3124
Personal CFO Solutions
New Jersey
$630M +$59.9M +11% 4.33% 74.8% 531 11.86%
TWP
3125
Tyche Wealth Partners
Texas
$630M +$59.8M +10% 2.13% 358 17.88%