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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
BRM
3501
Boston Research & Management
Massachusetts
$311M +$23.2M +8% 7.17% 48.2% 106 2.83%
EFMH
3502
E Fund Management (HK)
Hong Kong
$310M +$20.4M +7% 0.78% 163% 58 36.21%
SIAP
3503
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$310M +$15.4M +5% 3.41% 97.5% 556 20.32%
HCA
3504
Hyperion Capital Advisors
New York
$310M +$56.4M +22% 9.51% 67.8% 46 13.04%
AU
3505
Algebris (UK)
United Kingdom
$310M -$16.5M -5% 17.5% 19.5% 41 60.98%
SWK
3506
Stephen W. Kidder
$310M +$9.22M +3% 3.89% 62.5% 74 8.11%
FAN
3507
Financial Advisors Network
California
$310M +$18.6M +6% 5.23% 133 30.08%
DDSF
3508
Diana Davis Spencer Foundation
Maryland
$309M -$16M -5% 4.88% 1.41% 3 0%
PGAM
3509
Princeton Global Asset Management
New Jersey
$309M +$23.5M +8% 9.55% 104% 546 15.2%
FA
3510
Fiducient Advisors
Illinois
$309M +$40M +15% 5.15% 43.9% 87 14.94%
CCG
3511
Cloverfields Capital Group
Minnesota
$309M +$42.8M +16% 5.88% 91.5% 63 17.46%
JSA
3512
Jacobson & Schmitt Advisors
Wisconsin
$309M +$14.6M +5% 1.63% 70.3% 46 19.57%
DCP
3513
Distillate Capital Partners
Illinois
$309M +$99.5M +48% 9.93% 17.8% 136 30.15%
PPP
3514
Private Portfolio Partners
New Jersey
$308M +$25.5M +9% 5.5% 16.9% 244 12.3%
GSBTD
3515
Glenview State Bank Trust Department
Illinois
$308M +$21.3M +7% 7.61% 76.6% 124 4.03%
FSCM
3516
First Sabrepoint Capital Management
Texas
$308M -$1.91M -0.6% 12.2% 182% 40 40%
TP
3517
Toronado Partners
California
$308M -$69.3M -18% 3.95% 61% 11 9.09%
BSWM
3518
Boston Standard Wealth Management
Massachusetts
$307M +$38.7M +14% 3.96% 42.9% 38 10.53%
PWA
3519
Physician Wealth Advisors
Utah
$307M +$13.5M +5% 5.7% 71.3% 149 9.4%
HLA
3520
Hamilton Lane Advisors
Pennsylvania
$307M +$38.7M +14% 6.76% 187% 82 59.76%
UTC
3521
Unified Trust Company
Kentucky
$307M +$134M +78% 6.09% 69.7% 78 29.49%
AFM
3522
Andesa Financial Management
Pennsylvania
$307M +$154M +101% 6.39% 73.6% 149 25.5%
IF
3523
Ironwood Financial
Arizona
$307M +$39.3M +15% 5.12% 48.8% 590 15.42%
SGCA
3524
Steel Grove Capital Advisors
Tennessee
$306M $0 0% 8.32% 93% 147 20.41%
CDIA
3525
Capital Directions Investment Advisors
Georgia
$306M +$7.43M +2% 0% 7.53% 385 99.48%