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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
SIAP
3526
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$295M +$34.9M +13% 18% 97.5% 497 15.69%
JSA
3527
Jacobson & Schmitt Advisors
Wisconsin
$294M +$31.6M +12% 14% 70.3% 41 7.32%
LI
3528
Lafayette Investments
Maryland
$294M +$32.7M +13% 15.9% 77.9% 92 11.96%
LFG
3529
Larson Financial Group
Missouri
$294M +$50.4M +21% 14.9% 81.2% 887 17.81%
CIM
3530
Cambria Investment Management
California
$294M +$23.8M +9% 21.9% 72% 208 26.44%
PWA
3531
Physician Wealth Advisors
Utah
$294M +$44.7M +18% 13.9% 71.3% 151 22.52%
CWM
3532
Chesapeake Wealth Management
Virginia
$294M +$26M +10% 9.93% 65.9% 206 8.25%
PCTC
3533
Perkins Coie Trust Company
Washington
$293M +$42.5M +17% 14.9% 70.8% 256 3.91%
DBIA
3534
Dumont & Blake Investment Advisors
New Jersey
$293M +$29.4M +11% 14% 78.3% 202 9.41%
CCM
3535
Cobalt Capital Management
New Jersey
$293M +$116M +66% 25.6% 235% 45 75.56%
BC
3536
Bridgefront Capital
Texas
$292M 22.3% 52.1% 582
A
3537
Abingworth
United Kingdom
$292M -$175M -37% 17.1% 184% 18 22.22%
AC
3538
Aristides Capital
Kentucky
$292M +$148M +103% 46.7% 126% 193 67.36%
BSSFA
3539
Baron Silver Stevens Financial Advisors
Florida
$292M 12.4% 52.1% 540
FM
3540
Family Management
New York
$292M +$63.9M +28% 12.2% 69% 182 37.91%
LHC
3541
Lodge Hill Capital
New York
$292M -$56.4M -16% 25.8% 17.9% 37 51.35%
PP
3542
PDS Planning
Ohio
$291M +$45.8M +19% 13.8% 62.7% 164 17.07%
WIS
3543
Wright Investors Service
Connecticut
$291M +$10.2M +4% 14.8% 146% 168 26.79%
HWA
3544
HHM Wealth Advisors
Tennessee
$291M +$41M +16% 15.2% 62.3% 584 13.01%
FAN
3545
Financial Advisors Network
California
$291M +$35.7M +14% 12.3% 117 7.69%
SFS
3546
Summit Financial Strategies
Ohio
$291M +$45.6M +19% 17.7% 57.8% 85 17.65%
CT
3547
Chicago Trust
Illinois
$291M +$51.1M +21% 14.5% 85.9% 235 25.53%
RPA
3548
Rock Point Advisors
Vermont
$291M +$65.1M +29% 30% 82.8% 93 13.98%
GTCM
3549
Gyon Technologies Capital Management
New Jersey
$291M +$163M +128% 21.5% 42.2% 474 72.57%
FWM
3550
FFT Wealth Management
Pennsylvania
$291M +$57.9M +25% 17.5% 65.6% 31 38.71%