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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
3601
Hedeker Wealth
Illinois
$324M +$2.49M +0.8% 0.13% 141% 94 25.53%
AFAS
3602
Acorn Financial Advisory Services
Virginia
$323M -$15.9M -5% 1.26% 96.9% 248 20.97%
CCT
3603
Capital City Trust
Florida
$322M -$7.48M -2% 0.01% 86.1% 122 4.92%
AMG
3604
Advisors Management Group
Wisconsin
$322M -$13.2M -4% 0.94% 125% 137 5.84%
BWM
3605
BT Wealth Management
Georgia
$322M -$7.93M -2% 0.29% 34.8% 60 10%
FCMV
3606
Foresite Capital Management V
California
$322M +$67.6M +27% 9.48% 401% 20 30%
SPIO
3607
Seven Post Investment Office
California
$322M -$9.28M -3% 2.11% 52.6% 56 25%
TCPWM
3608
Traverso Chambers Private Wealth Management
California
$321M +$3.68M +1% 0.41% 16.4% 109 2.75%
PCA
3609
Providence Capital Advisors
North Carolina
$321M +$11.5M +4% 0.97% 47.4% 358 20.95%
ACM
3610
Anfield Capital Management
California
$321M +$58M +22% 0.78% 65.2% 275 76.36%
PIFP
3611
Partners in Financial Planning
Virginia
$320M +$890K +0.3% 1.11% 38.9% 95 3.16%
PA
3612
Parkside Advisors
California
$320M +$6.7M +2% 0.75% 36.7% 73 8.22%
BHTS
3613
Bar Harbor Trust Services
Maine
$320M +$8.85M +3% 1.46% 86.4% 127 5.51%
EIG
3614
Ellenbecker Investment Group
Wisconsin
$320M +$15.2M +5% 0.46% 56.3% 74 9.46%
PCTC
3615
Perkins Coie Trust Company
Washington
$320M -$5.24M -2% 0.28% 70.8% 297 6.4%
WCA
3616
Westover Capital Advisors
Delaware
$320M +$7.81M +3% 1.92% 133% 191 17.28%
RAM
3617
Redmond Asset Management
Virginia
$319M -$21.6M -6% 1.85% 61.5% 194 6.7%
DG
3618
Discerene Group
Connecticut
$319M +$8.01M +3% 14.2% 48.6% 14 14.29%
SAM
3619
Summit Asset Management
Tennessee
$319M +$965K +0.3% 0.94% 48.9% 149 3.36%
IC
3620
Inscription Capital
Texas
$319M -$562M -64% 0.09% 413 73.85%
SWK
3621
Stephen W. Kidder
$319M -$5.25M -2% 0.29% 94.7% 77 7.79%
KAM
3622
Krensavage Asset Management
New York
$319M +$24.2M +8% 8.76% 124% 14 14.29%
GF
3623
Gries Financial
Ohio
$319M +$6.96M +2% 0.05% 71.3% 191 32.98%
FPTW
3624
Franklin, Parlapiano, Turner & Welch
Texas
$319M -$5.03M -2% 0.8% 41.6% 51 3.92%
ACM
3625
ADW Capital Management
Florida
$318M -$21.3M -6% 5.44% 78.2% 8 25%