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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
SDWIA
3551
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$422M +$14.5M +4% 2.4% 74% 164 7.32%
SCM
3552
Stordahl Capital Management
Colorado
$422M -$1.1M -0.3% 2.45% 50.1% 62 9.68%
GA
3553
Greenspring Advisors
Maryland
$422M -$36.8M -8% 1.57% 105 12.38%
JE
3554
JMAC Enterprises
Pennsylvania
$421M -$216M -34% 0.68% 65% 175 41.14%
WPP
3555
Whalerock Point Partners
Rhode Island
$421M -$8.98M -2% 3.16% 103% 191 6.81%
ACM
3556
Aljian Capital Management
Nevada
$421M -$39M -8% 7.08% 146% 123 10.57%
ITC
3557
Inspire Trust Company
Nevada
$420M +$29.2M +7% 0.19% 117 6.84%
MC
3558
Miramar Capital
Illinois
$420M +$1.03M +0.2% 2.37% 47.3% 59 8.47%
WCP
3559
Welch Capital Partners
New York
$420M -$42.9M -9% 5.91% 79.2% 23 8.7%
OFS
3560
Orrstown Financial Services
Pennsylvania
$420M +$47.5M +13% 2.21% 142 14.79%
TAS
3561
TIFF Advisory Services
Pennsylvania
$420M +$113M +37% 0.73% 85.9% 18 0%
CAM
3562
CenterStar Asset Management
Illinois
$420M +$131M +45% 7.7% 103% 456 79.17%
CFM
3563
Crawford Fund Management
Massachusetts
$419M -$158M -27% 1.75% 239 30.13%
WDG
3564
Wealth Dimensions Group
Ohio
$419M +$10.7M +3% 0.54% 57.1% 163 6.75%
RA
3565
RR Advisors
Texas
$419M +$29.6M +8% 12% 115% 31 32.26%
RCP
3566
Reverence Capital Partners
New York
$418M +$82.4M +25% 24.5% 5.38% 1 0%
CPG
3567
Cornerstone Planning Group
New Jersey
$418M +$10.9M +3% 1.67% 55.1% 1,713 27.32%
BWP
3568
Bernardo Wealth Planning
Pennsylvania
$418M -$9.8K -0% 2.74% 50.7% 117 10.26%
SG
3569
SCHF (GPE)
Wyoming
$418M 2.31% 3
SIAP
3570
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$417M +$4.05M +1% 1.49% 97.5% 180 13.89%
SL
3571
Systelligence LLC
Minnesota
$416M +$11.2M +3% 0.66% 57.3% 51 25.49%
CAC
3572
Core Alternative Capital
Georgia
$416M -$62.4M -13% 0.58% 74.5% 365 6.85%
UAM
3573
UAS Asset Management
New York
$416M +$1M +0.2% 3.89% 98% 16 37.5%
BHBT
3574
Burke & Herbert Bank & Trust
Virginia
$416M -$6.1M -1% 0.01% 67.8% 235 6.38%
PA
3575
Parkside Advisors
California
$415M -$9.01M -2% 1.31% 36.7% 83 6.02%