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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
AW
3326
Avion Wealth
Texas
$321M -$291K -0.1% 6.02% 45.4% 557 0.54%
HFA
3327
High Falls Advisors
New York
$321M +$16M +5% 6.41% 56.9% 120 15%
FRA
3328
Frank Rimerman Advisors
California
$321M +$43.9M +16% 4.22% 133% 102 14.71%
IF
3329
Ironwood Financial
Arizona
$321M +$19.4M +6% 5.76% 48.8% 140 20%
SRCM
3330
Sage Rock Capital Management
New York
$321M -$130M -29% 2.64% 13% 285 36.14%
KMC
3331
Kirr Marbach & Co
Indiana
$321M +$25.6M +9% 13% 135% 50 14%
LC
3332
Lavaca Capital
Texas
$320M +$42M +15% 9.47% 32% 182 32.42%
MMG
3333
Monetary Management Group
Missouri
$320M +$16.8M +6% 9.31% 99.8% 353 8.78%
AIA
3334
Allied Investment Advisors
Montana
$320M +$51.7M +19% 16.5% 60.6% 58 6.9%
KFBMI
3335
Kentucky Farm Bureau Mutual Insurance
Kentucky
$320M +$25.1M +9% 9.72% 81.2% 78 0%
VT
3336
Vise Technologies
New York
$320M +$54.1M +20% 8.84% 345 19.13%
DAL
3337
Delta Air Lines
Georgia
$319M +$64.4M +25% 9.47% 26.9% 5 20%
CC
3338
Cypress Capital
Tennessee
$319M +$35.1M +12% 4.58% 39.8% 90 11.11%
SONJCPFE
3339
State of New Jersey Common Pension Fund E
New Jersey
$319M +$6.11M +2% 12% 26.4% 2 0%
GG
3340
Gleason Group
Kentucky
$319M +$28.6M +10% 8.52% 64% 243 9.88%
SL
3341
SWF LLC
Nebraska
$319M +$29.5M +10% 15.2% 81.7% 2 0%
SPA
3342
Sentinel Pension Advisors
Massachusetts
$319M +$32M +11% 5.32% 46.5% 90 13.33%
CMA
3343
Cedar Mountain Advisors
Oregon
$319M +$18.2M +6% 6.48% 53.8% 329 7.9%
ACM
3344
Altrius Capital Management
North Carolina
$319M +$56.4M +22% 15.6% 40.6% 94 7.45%
MIM
3345
Martin Investment Management
Florida
$319M +$33M +12% 11.7% 44.7% 51 13.73%
PG
3346
Patten Group
Tennessee
$318M +$27.3M +9% 10.4% 71.1% 245 8.57%
RPSA
3347
Richard P. Slaughter Associates
Texas
$318M +$79.1M +33% 10.3% 51% 138 20.29%
PW
3348
Peninsula Wealth
California
$318M +$34.5M +12% 10.5% 30% 77 12.99%
UF
3349
Univest Financial
Pennsylvania
$318M +$11.8M +4% 10.1% 60.6% 110 13.64%
MSA
3350
Marino Stram & Associates
Massachusetts
$317M +$40.3M +15% 11.1% 63.6% 156 12.18%