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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
VHMC
3276
Value Holdings Management Company
New York
$598M -$26.1M -4% 1.96% 125% 33 15.15%
SLWA
3277
San Luis Wealth Advisors
California
$597M +$42.4M +8% 1.86% 58.8% 190 10%
PA
3278
Perennial Advisors
New York
$596M +$19M +3% 3.46% 132 6.82%
FGA
3279
Fortis Group Advisors
New Jersey
$596M +$15.5M +3% 3.66% 91.2% 604 15.73%
RDFA
3280
Ritter Daniher Financial Advisory
Ohio
$596M +$28.2M +5% 2.15% 56.7% 637 34.38%
RI
3281
RPTC Inc
Wyoming
$596M +$23M +4% 3.7% 66.4% 7 0%
ACM
3282
Armbruster Capital Management
New York
$596M +$7.93M +1% 1.65% 64.3% 133 2.26%
CDR
3283
Clayton Dubilier & Rice
New York
$595M -$81.7M -12% 20.3% 176% 2 0%
AHSW
3284
Adventist Health System West
California
$595M -$18.9M -3% 2.01% 60.2% 9 22.22%
CCA
3285
Carrera Capital Advisors
Michigan
$595M +$37.4M +7% 2.78% 180 21.11%
CMHI
3286
CVC Management Holdings II
Jersey
$595M -$223M -27% 17.6% 4 25%
PCA
3287
Providence Capital Advisors
North Carolina
$594M +$17M +3% 0.92% 47.4% 239 18.83%
BC
3288
Bricktown Capital
Michigan
$594M -$13M -2% 1.21% 40.8% 26 7.69%
GRIM
3289
Greenhaven Road Investment Management
Connecticut
$594M -$83.7M -12% 2.23% 70.2% 18 16.67%
JSA
3290
Jacobson & Schmitt Advisors
Wisconsin
$594M +$11.1M +2% 1.37% 70.3% 87 18.39%
LOWM
3291
Laurel Oak Wealth Management
New Jersey
$594M 3.49% 361
TAM
3292
TCP Asset Management
Ohio
$594M +$33M +6% 2.08% 58.4% 120 13.33%
SC
3293
Steginsky Capital
New York
$593M +$48.8M +9% 8.88% 115% 8 0%
BWM
3294
Brickley Wealth Management
California
$593M +$19.5M +3% 2.93% 62.6% 56 7.14%
PSP
3295
Principal Street Partners
Tennessee
$593M -$33.7M -5% 3.58% 91% 282 17.38%
DLCIG
3296
D.L. Carlson Investment Group
New Hampshire
$593M -$3.04M -0.5% 3.07% 113% 145 11.72%
WFA
3297
West Financial Advisors
Iowa
$593M -$12.3M -2% 1.54% 45.1% 242 22.73%
SA
3298
Scarborough Advisors
Maryland
$592M +$25.5M +5% 2.23% 58.4% 490 9.8%
AWC
3299
Abundance Wealth Counselors
Pennsylvania
$592M +$8.76M +2% 0.41% 94.7% 183 18.58%
SWA
3300
SOA Wealth Advisors
New York
$592M +$8.95M +2% 2.33% 79.1% 918 8.06%