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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
HW
3526
Hedeker Wealth
Illinois
$324M +$2.49M +0.8% 0.13% 120% 94 25.53%
AFAS
3527
Acorn Financial Advisory Services
Virginia
$323M -$15.9M -5% 1.26% 96.9% 248 20.97%
CCT
3528
Capital City Trust
Florida
$322M -$7.48M -2% 0.01% 78% 122 4.92%
AMG
3529
Advisors Management Group
Wisconsin
$322M -$13.2M -4% 0.94% 68.9% 137 5.84%
BWM
3530
BT Wealth Management
Georgia
$322M -$7.93M -2% 0.29% 34.8% 60 10%
FCMV
3531
Foresite Capital Management V
California
$322M +$67.6M +27% 9.48% 357% 20 30%
SPIO
3532
Seven Post Investment Office
California
$322M -$9.28M -3% 2.11% 52.6% 56 25%
TCPWM
3533
Traverso Chambers Private Wealth Management
California
$321M +$3.68M +1% 0.41% 16.4% 109 2.75%
PCA
3534
Providence Capital Advisors
North Carolina
$321M +$11.5M +4% 0.97% 42.1% 358 20.95%
ACM
3535
Anfield Capital Management
California
$321M +$58M +22% 0.78% 65.2% 275 76.36%
PIFP
3536
Partners in Financial Planning
Virginia
$320M +$890K +0.3% 1.11% 31.6% 95 3.16%
PA
3537
Parkside Advisors
California
$320M +$6.7M +2% 0.75% 36.7% 73 8.22%
BHTS
3538
Bar Harbor Trust Services
Maine
$320M +$8.85M +3% 1.46% 86.4% 127 5.51%
EIG
3539
Ellenbecker Investment Group
Wisconsin
$320M +$15.2M +5% 0.46% 56.3% 74 9.46%
PCTC
3540
Perkins Coie Trust Company
Washington
$320M -$5.24M -2% 0.28% 70.8% 297 6.4%
WCA
3541
Westover Capital Advisors
Delaware
$320M +$7.81M +3% 1.92% 117% 191 17.28%
RAM
3542
Redmond Asset Management
Virginia
$319M -$21.6M -6% 1.85% 59.1% 194 6.7%
DG
3543
Discerene Group
Connecticut
$319M +$8.01M +3% 14.2% 70.3% 14 14.29%
SAM
3544
Summit Asset Management
Tennessee
$319M +$965K +0.3% 0.94% 43.3% 149 3.36%
SWK
3545
Stephen W. Kidder
$319M -$5.25M -2% 0.29% 62.5% 77 7.79%
KAM
3546
Krensavage Asset Management
New York
$319M +$24.2M +8% 8.76% 113% 14 14.29%
GF
3547
Gries Financial
Ohio
$319M +$6.96M +2% 0.05% 71.3% 191 32.98%
FPTW
3548
Franklin, Parlapiano, Turner & Welch
Texas
$319M -$5.03M -2% 0.8% 41.6% 51 3.92%
ACM
3549
ADW Capital Management
Florida
$318M -$21.3M -6% 5.44% 75.7% 8 25%
DIM
3550
Delta Investment Management
California
$318M -$18.4M -5% 2.73% 58.1% 194 25.26%