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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
SAI
3201
Savvy Advisors Inc
New York
$492M +$186M +61% 5.67% 374 25.94%
MC
3202
Montag & Caldwell
Georgia
$492M -$2.73M -0.6% 4.49% 91.3% 89 8.99%
RP
3203
Rowlandmiller & Partners
Georgia
$492M +$33.7M +7% 7.89% 84% 186 5.91%
RBCM
3204
Raub Brock Capital Management
California
$492M +$34.3M +7% 11% 56.3% 40 5%
HIM
3205
HughesLittle Investment Management
$492M +$35.9M +8% 8.73% 91.2% 17 0%
GC
3206
Gibson Capital
Pennsylvania
$491M +$38.3M +8% 8.86% 49.4% 79 15.19%
SFS
3207
Security Financial Services
Indiana
$491M +$30.9M +7% 5.63% 60.7% 176 15.34%
DIM
3208
Delta Investment Management
California
$491M +$37.5M +8% 4.04% 58.1% 260 24.23%
GRA
3209
Goehring & Rozencwajg Associates
New York
$491M -$13.1M -3% 2% 213% 48 8.33%
WCFA
3210
Walkner Condon Financial Advisors
Wisconsin
$490M +$26.7M +6% 6.31% 56.8% 276 11.59%
BWM
3211
Brickley Wealth Management
California
$490M +$33.5M +7% 7.58% 62.6% 48 4.17%
MCO
3212
MAK Capital One
New York
$489M +$71.5M +17% 24.9% 86% 10 10%
LWM
3213
LJI Wealth Management
Indiana
$489M +$36.9M +8% 4.87% 51.8% 197 7.11%
HFM
3214
Hartford Financial Management
Connecticut
$489M +$23M +5% 6.6% 79.6% 409 10.27%
LBIM
3215
Land & Buildings Investment Management
Connecticut
$489M +$64.5M +15% 22.3% 42.7% 24 41.67%
CHCM
3216
Columbus Hill Capital Management
New Jersey
$489M +$948K +0.2% 8.51% 78.9% 36 38.89%
MWA
3217
Martel Wealth Advisors
Washington
$489M +$22.8M +5% 5.16% 39.7% 54 3.7%
CFSG
3218
Community Financial Services Group
Vermont
$489M +$24.4M +5% 5.66% 127 10.24%
DWM
3219
Dechtman Wealth Management
Colorado
$489M +$41.2M +9% 6.36% 66 10.61%
SDWMA
3220
Schneider Downs Wealth Management Advisors
Pennsylvania
$489M +$39.1M +9% 5.74% 43.5% 145 11.03%
EL
3221
Essex LLC
Illinois
$488M +$41M +9% 6.15% 89.1% 175 14.86%
JSA
3222
Jacobson & Schmitt Advisors
Wisconsin
$487M +$47.4M +11% 7.63% 70.3% 75 6.67%
RA
3223
Resolute Advisors
California
$487M +$99.1M +26% 27.9% 38.3% 73 32.88%
AFA
3224
Arlington Financial Advisors
California
$487M +$30.6M +7% 6.49% 60.7% 72 6.94%
ISB
3225
Iowa State Bank
Iowa
$486M +$33.8M +7% 6.91% 76% 112 8.04%