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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
PFA
3576
Pathway Financial Advisors
Vermont
$180M +$9.67M +6% 4.59% 48.4% 437 81.24%
HCM
3577
Highlander Capital Management
New Jersey
$180M +$2.43M +1% 4.88% 34.4% 797 8.03%
MFT
3578
Moisand Fitzgerald Tamayo
Florida
$180M +$7.68M +4% 4.05% 48.1% 311 7.07%
WCWM
3579
Willow Creek Wealth Management
California
$179M +$1.59M +0.9% 1.57% 36.5% 77 16.88%
PM
3580
Prosight Management
Texas
$179M +$42.9M +31% 7.6% 39.5% 43 53.49%
CAN
3581
Claraphi Advisory Network
United States
$179M +$24.2M +16% 8.09% 88.3% 304 27.3%
SC
3582
Schulhoff & Co
Ohio
$179M +$10.8M +6% 5.75% 51.8% 110 2.73%
DWM
3583
Darwin Wealth Management
Florida
$179M +$24.8M +16% 8.07% 56.8% 131 18.32%
BC
3584
Burleson & Co
California
$179M +$7.04M +4% 3.15% 49.1% 118 21.19%
HM
3585
Heronetta Management
New York
$179M +$3.34M +2% 1.94% 59.7% 35 17.14%
SPCP
3586
Snow Park Capital Partners
New York
$179M -$81.6M -31% 1.38% 78 66.67%
RIS
3587
Retirement Income Solutions
Michigan
$178M +$14.3M +9% 5.71% 60.8% 72 8.33%
SFC
3588
SYM Financial Corp
Indiana
$178M +$10.3M +6% 2.24% 56% 84 25%
FA
3589
Fortis Advisors
Pennsylvania
$178M +$3.92M +2% 4.18% 72.8% 343 19.24%
MCM
3590
Monument Capital Management
Virginia
$178M +$33.8M +23% 6.85% 160% 363 61.16%
AHC
3591
Anderson Hoagland & Co
Missouri
$178M -$1.34M -0.7% 8.1% 95.1% 102 16.67%
SIG
3592
Schaller Investment Group
North Carolina
$178M -$1.43M -0.8% 4.2% 21.9% 41 17.07%
TGM
3593
Tenzing Global Management
California
$178M -$1.52M -0.9% 1.52% 273% 16 31.25%
WAG
3594
Winthrop Advisory Group
Massachusetts
$178M +$25M +16% 6.14% 70.4% 90 13.33%
BCP
3595
Berkeley Capital Partners
Georgia
$178M +$6.57M +4% 2.26% 62.8% 124 12.1%
ECML
3596
Eagle Capital Management (Louisiana)
Louisiana
$177M +$18.9M +12% 9.75% 93.6% 38 0%
SHCM
3597
Silver Heights Capital Management
Ontario, Canada
$177M +$17.7M +11% 20.8% 39.8% 6 0%
DR
3598
Davis Rea
Ontario, Canada
$177M +$24.6M +16% 4.92% 45.7% 50 4%
MBA
3599
McQueen Ball & Associates
Pennsylvania
$176M +$11.2M +7% 7.81% 53.6% 117 5.98%
LA
3600
Lau Associates
Delaware
$176M +$30.3M +21% 6.89% 44.5% 94 23.4%