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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
DDSF
3451
Diana Davis Spencer Foundation
Maryland
$309M -$16M -5% 3
SI
3452
Symmetry Investments
Jersey
$309M +$173M +127% 99
PGAM
3453
Princeton Global Asset Management
New Jersey
$309M +$23.5M +8% 549
FA
3454
Fiducient Advisors
Illinois
$309M +$40M +15% 87
CCG
3455
Cloverfields Capital Group
Minnesota
$309M +$42.8M +16% 63
JSA
3456
Jacobson & Schmitt Advisors
Wisconsin
$309M +$14.6M +5% 46
DCP
3457
Distillate Capital Partners
Illinois
$309M +$99.5M +48% 136
PPP
3458
Private Portfolio Partners
New Jersey
$308M +$25.5M +9% 244
GSBTD
3459
Glenview State Bank Trust Department
Illinois
$308M +$21.3M +7% 124
TP
3460
Toronado Partners
California
$308M -$69.3M -18% 11
SCC
3461
Six Columns Capital
Texas
$308M -$96.8M -24% 53
BSWM
3462
Boston Standard Wealth Management
Massachusetts
$307M +$38.7M +14% 38
PWA
3463
Physician Wealth Advisors
Utah
$307M +$13.5M +5% 149
HLA
3464
Hamilton Lane Advisors
Pennsylvania
$307M +$38.7M +14% 82
UTC
3465
Unified Trust Company
Kentucky
$307M +$134M +78% 78
AFM
3466
Andesa Financial Management
Pennsylvania
$307M +$154M +101% 149
IF
3467
Ironwood Financial
Arizona
$307M +$39.3M +15% 591
SGCA
3468
Steel Grove Capital Advisors
Tennessee
$306M -$100K -0% 146
CDIA
3469
Capital Directions Investment Advisors
Georgia
$306M +$7.43M +2% 385
PFP
3470
Patriot Financial Partners
Pennsylvania
$305M +$71.9M +31% 15
FWM
3471
FFT Wealth Management
Pennsylvania
$305M +$14.2M +5% 27
ACM
3472
Arosa Capital Management
Florida
$305M -$48.4M -14% 90
KAH
3473
Kathryn A. Hall
$305M +$17.9M +6% 58
SRC
3474
Sage Rhino Capital
California
$304M +$51.2M +20% 192
MW
3475
Marks Wealth
Maryland
$304M +$16M +6% 55