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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
KA
3576
Kozak & Associates
Colorado
$518M +$9.71M +2% 2.14% 97.4% 468 12.82%
NB
3577
Northwest Bancshares
Pennsylvania
$517M -$84.7M -14% 4.7% 84.8% 191 14.14%
SFM
3578
Sphera Funds Management
Israel
$517M +$43.2M +9% 29.5% 245% 139 46.76%
EPA
3579
Element Pointe Advisors
Florida
$517M +$48M +10% 2.16% 68.3% 93 24.73%
WPA
3580
West Paces Advisors
Georgia
$517M +$14.6M +3% 1.81% 53.2% 208 13.46%
FSA
3581
Financial Security Advisor
Virginia
$517M +$46.5M +10% 2.4% 76.3% 162 14.2%
SWA
3582
Serenus Wealth Advisors
California
$517M -$68.8M -12% 1.74% 76 14.47%
SAM
3583
Satovsky Asset Management
New York
$516M +$15M +3% 1.89% 53.6% 74 12.16%
FFIC
3584
First Fiduciary Investment Counsel
Ohio
$516M +$2.15M +0.4% 2.48% 48.1% 76 10.53%
MFGM
3585
Marshall Financial Group (Maryland)
Maryland
$515M +$2.04M +0.4% 2.75% 63.5% 316 27.22%
SC
3586
Schoolcraft Capital
Colorado
$515M +$14.8M +3% 2.6% 54.3% 66 1.52%
GPC
3587
Greenstone Partners & Co
California
$514M -$32.5M -6% 1.67% 527% 12 8.33%
RW
3588
Rockport Wealth
Ohio
$514M +$22.8M +5% 4.08% 105 19.05%
NTIC
3589
Napean Trading & Investment Company
Singapore
$514M -$169K -0% 6.05% 38 10.53%
NHT
3590
New Hampshire Trust
New Hampshire
$514M -$4.04M -0.8% 2.82% 75.9% 183 9.29%
AXA
3591
Accel XI Associates
California
$514M 40.2% 1
PIM
3592
Paradice Investment Management
Colorado
$513M +$67.6M +15% 14% 77.6% 31 35.48%
VAG
3593
VisionPoint Advisory Group
Texas
$513M +$12.2M +2% 3.19% 74.2% 438 20.09%
PCM
3594
Permanent Capital Management
Illinois
$513M -$21.7M -4% 1.82% 173 21.97%
OCM
3595
OLP Capital Management
Hong Kong
$513M -$53.6M -9% 1.99% 146% 5 40%
HPC
3596
Hobart Private Capital
North Carolina
$512M +$34.8M +7% 1.43% 52.5% 132 9.85%
DWM
3597
Drive Wealth Management
Utah
$512M +$40.7M +9% 2.82% 94.4% 431 28.77%
FF
3598
Francis Financial
$512M -$50.3M -9% 1.31% 56.2% 138 25.36%
HNW
3599
High Note Wealth
Minnesota
$511M +$12.4M +2% 2.34% 73% 994 20.62%
CBOA
3600
Commonwealth Bank of Australia
Australia
$510M 21.6% 2