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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
FNA
3626
First National Advisers
Nebraska
$347M +$123M +55% 10.9% 87.9% 165 15.15%
HVCM
3627
Hel Ved Capital Management
Hong Kong
$347M +$44.1M +15% 40.6% 763% 73 65.75%
SHFA
3628
SC&H Financial Advisors
Maryland
$347M +$46M +15% 10.4% 50% 145 15.17%
PT
3629
Plimoth Trust
Massachusetts
$347M +$27.2M +9% 11.2% 94% 161 3.73%
IP
3630
Intellectus Partners
California
$347M +$30.4M +10% 13.8% 111% 274 16.06%
ETS
3631
ESL Trust Services
New York
$347M +$32.8M +10% 10.2% 41.6% 24 16.67%
PFA
3632
Pathway Financial Advisors
Vermont
$346M +$53.7M +18% 8.42% 48.4% 162 16.67%
LRWA
3633
Long Run Wealth Advisors
New York
$346M +$38M +12% 9.47% 50.5% 95 15.79%
DEA
3634
DoubleLine ETF Adviser
Florida
$346M +$67.2M +24% 13.8% 56.4% 241 50.21%
MWM
3635
MinichMacGregor Wealth Management
New York
$346M +$44.2M +15% 13% 119% 112 25.89%
NAMM
3636
NorthStar Asset Management (Massachusetts)
Massachusetts
$346M +$33.3M +11% 12.5% 66.3% 56 7.14%
PWM
3637
Praetorian Wealth Management
California
$346M +$31.2M +10% 9.77% 53.8% 62 45.16%
LMGAM
3638
Liberty Mutual Group Asset Management
Massachusetts
$346M -$14.5M -4% 11.8% 46.4% 123 18.7%
RC
3639
RV Capital
Switzerland
$346M +$18M +5% 23.5% 278% 8 0%
ACM
3640
Ararat Capital Management
Connecticut
$345M +$51.1M +17% 19.8% 56.1% 23 39.13%
AFG
3641
Altiora Financial Group
Ohio
$345M +$130M +60% 7.42% 33.3% 75 25.33%
HIM
3642
HGC Investment Management
Ontario, Canada
$345M +$38.9M +13% 2.47% 34.4% 176 64.77%
CWM
3643
Concentric Wealth Management
California
$344M +$40.9M +13% 11.1% 33.4% 132 15.91%
AFA
3644
Abacus FCF Advisors
Florida
$344M +$156M +83% 14.4% 142% 198 55.05%
MIA
3645
Milestone Investment Advisors
Wisconsin
$344M -$7.26M -2% 9.77% 43.6% 450 73.78%
BHWA
3646
Beacon Harbor Wealth Advisors
Virginia
$344M +$43.7M +15% 9.61% 129% 91 42.86%
FAFC
3647
First American Financial Corporation
California
$344M 9.6% 4
ESB
3648
Essex Savings Bank
Connecticut
$344M +$47.5M +16% 8% 84.5% 271 17.71%
WCA
3649
Waypoint Capital Advisors
Minnesota
$344M +$45.9M +15% 10.9% 50.3% 121 8.26%
AGP
3650
Artia Global Partners
Florida
$344M +$103M +43% 13.6% 672% 39 51.28%