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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
BA
3601
Birinyi Associates
Connecticut
$270M +$33.4M +14% 11.8% 102% 71 12.68%
RW
3602
REDW Wealth
New Mexico
$270M +$32.4M +14% 11.1% 44.4% 99 11.11%
RA
3603
Ramius Advisors
New York
$270M -$144M -35% 21.7% 187% 171 92.4%
PCFFS
3604
Pacific Center for Financial Services
California
$270M +$28.5M +12% 10.9% 43.4% 354 12.71%
FMTC
3605
Farmers & Merchants Trust Company
California
$270M +$25.4M +10% 10.8% 61% 152 7.24%
DII
3606
DCM International IV
California
$270M 36.1% 1
EPA
3607
Element Pointe Advisors
Florida
$270M +$45.5M +20% 20% 54.9% 119 22.69%
SACTSONJ
3608
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$269M +$30.6M +13% 16.6% 147% 219 3.2%
FA
3609
Fiducient Advisors
Illinois
$269M +$91.4M +51% 11.8% 43.9% 80 72.5%
BWM
3610
BT Wealth Management
Georgia
$269M +$38.8M +17% 12.5% 34.8% 67 19.4%
PCI
3611
Pacifica Capital Investments
Texas
$269M +$52.2M +24% 36.9% 83.4% 19 0%
SAG
3612
Spotlight Asset Group
Illinois
$269M +$14.3M +6% 11.7% 169 28.99%
CCM
3613
Crossvault Capital Management
Texas
$269M +$38.4M +17% 12% 56.4% 76 7.89%
ACM
3614
Argyle Capital Management
Pennsylvania
$269M +$24.5M +10% 13.2% 95.8% 128 2.34%
BSWM
3615
Boston Standard Wealth Management
Massachusetts
$269M +$31.3M +13% 11.3% 42.9% 37 8.11%
BHTS
3616
Bar Harbor Trust Services
Maine
$268M +$31.3M +13% 11.9% 86.4% 128 13.28%
HLA
3617
Hamilton Lane Advisors
Pennsylvania
$268M +$61.5M +30% 19.9% 187% 64 53.13%
SFPM
3618
Sensible Financial Planning & Management
Massachusetts
$268M +$23.8M +10% 4.94% 24.5% 43 13.95%
BAM
3619
Bullseye Asset Management
Colorado
$268M +$48.6M +22% 28.4% 55% 111 23.42%
5NCM
3620
59 North Capital Management
Texas
$268M 31.8% 101% 13
IA
3621
Inspire Advisors
Idaho
$268M 12.2% 44% 833
ACM
3622
Altium Capital Management
New York
$268M 47.5% 94
WCM
3623
Windsor Capital Management
Arizona
$268M +$28.5M +12% 11% 46.1% 120 9.17%
RP
3624
Rice Partnership
Hawaii
$268M +$37.2M +16% 12.6% 123% 112 19.64%
JAG
3625
Journey Advisory Group
Kentucky
$267M 10.9% 58.7% 180