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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
PA
3226
Procyon Advisors
Connecticut
$392M +$25.7M +7% 0.95% 84.2% 328 14.63%
RIG
3227
Renaissance Investment Group
Massachusetts
$392M +$1.59M +0.4% 2.33% 99.6% 90 12.22%
VIA
3228
Vantagepoint Investment Advisers
District of Columbia
$392M -$199M -34% 0.21% 32.7% 2 0%
PFA
3229
Pettinga Financial Advisors
Indiana
$392M +$19M +5% 1.04% 71.8% 118 12.71%
CM
3230
Condire Management
Texas
$392M -$74.9M -16% 1.66% 187% 27 48.15%
GHAM
3231
Gilman Hill Asset Management
Connecticut
$392M +$1.27M +0.3% 1.72% 50.7% 206 12.14%
OWA
3232
Octavia Wealth Advisors
Ohio
$391M +$12M +3% 0.12% 67.9% 187 15.51%
CAM
3233
Coltrane Asset Management
New York
$391M +$228M +140% 0.49% 50.3% 7 71.43%
IIM
3234
Ipswich Investment Management
Massachusetts
$391M -$434K -0.1% 0.22% 92.8% 200 6%
MTC
3235
Matrix Trust Company
Colorado
$391M +$8.34M +2% 1.72% 46.8% 22 18.18%
PWMG
3236
Prestige Wealth Management Group
New Jersey
$391M +$14M +4% 0.33% 55.8% 1,079 6.3%
IIC
3237
Ironwood Investment Counsel
Arizona
$390M +$13.9M +4% 0.44% 64% 210 9.52%
SWA
3238
SOA Wealth Advisors
New York
$390M +$1.17M +0.3% 1.37% 79.1% 1,019 7.65%
VW
3239
Vantage Wealth
California
$390M -$18.5M -5% 1.47% 56.1% 35 5.71%
EFL
3240
ERn Financial LLC
Wisconsin
$390M +$108M +38% 1.4% 55.9% 139 26.62%
TC
3241
Trust Company
Kansas
$390M +$248M +174% 1.13% 36.5% 315 4.76%
LWM
3242
Laidlaw Wealth Management
New York
$390M +$2.28M +0.6% 0.13% 150% 290 22.76%
CVM
3243
Cheviot Value Management
California
$390M -$17.4M -4% 2.18% 77.8% 81 4.94%
BCA
3244
Bray Capital Advisors
Florida
$390M -$195K -0% 0.28% 36.6% 273 3.66%
EN1L
3245
Engine No 1 LLC
California
$389M +$25.6M +7% 0.39% 536% 228 37.72%
SQA
3246
Simon Quick Advisors
New Jersey
$389M +$10.9M +3% 0.35% 69.5% 457 5.69%
ECM
3247
EagleClaw Capital Management
Massachusetts
$388M +$1.47M +0.4% 2.12% 104% 139 5.04%
NB
3248
Nicolet Bankshares
Wisconsin
$388M +$7.35M +2% 0.89% 75.5% 215 9.77%
SG
3249
Swarthmore Group
Pennsylvania
$387M $0 0% 0.11% 44.2% 44 0%
SDWMA
3250
Schneider Downs Wealth Management Advisors
Pennsylvania
$387M +$1.04M +0.3% 1.43% 55% 150 10%