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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
SG
3826
StepStone Group
California
$136M -$7.54M -5% 2.89% 92.1% 7 28.57%
MCA
3827
Mercer Capital Advisers
New Jersey
$136M -$2.3M -2% 2.63% 59.6% 246 5.28%
HCM
3828
Hudson Capital Management
New Jersey
$136M -$419K -0.3% 0.72% 61.6% 86 12.79%
CW
3829
Cabot-Wellington
Massachusetts
$136M -$28.5M -17% 4.35% 65% 13 30.77%
YEPV
3830
Yorktown Energy Partners VII
New York
$136M -$13.5M -9% 7.38% 22.4% 4 0%
TWS
3831
Thomas W. Smith
$136M +$16.7M +14% 8.53% 10 0%
SP
3832
SWS Partners
Ohio
$136M +$2.7M +2% 1.74% 75.1% 430 20.23%
BIA
3833
BHK Investment Advisors
Alabama
$136M +$17M +14% 0.63% 42.2% 70 27.14%
VDFA
3834
Vickerman & Driscoll Financial Advisors
Washington
$135M +$8.18M +6% 1.08% 121 13.22%
LA
3835
Legacy Advisors
Pennsylvania
$135M +$32.8M +32% 0.99% 87.4% 483 45.13%
APSI
3836
Asset Planning Services Inc
Louisiana
$135M -$6.62M -5% 2.94% 113% 36 2.78%
AGA
3837
Accuvest Global Advisors
Utah
$135M -$1.15M -0.8% 0.14% 126% 114 32.46%
TCM
3838
Trafelet Capital Management
New York
$135M -$7.91M -6% 2.79% 101% 17 47.06%
PFGIA
3839
Patriot Financial Group Insurance Agency
Massachusetts
$135M +$1.47M +1% 0.2% 87% 1,016 15.35%
IAMOG
3840
Investors Asset Management of Georgia
Georgia
$135M -$5.76M -4% 1.41% 113% 153 5.88%
SC
3841
Scholtz & Company
Connecticut
$135M -$2.82M -2% 4.85% 82.6% 71 33.8%
WFG
3842
Wills Financial Group
Virginia
$135M -$8.34M -6% 3.6% 51.7% 70 8.57%
SC
3843
Spindletop Capital
New York
$135M -$3.18M -2% 2.49% 18.5% 10 0%
FAM
3844
Foresters Asset Management
Ontario, Canada
$135M -$115M -46% 0.07% 55.6% 69 13.04%
CWM
3845
Concentric Wealth Management
California
$135M -$3.6M -3% 2.87% 33.4% 90 3.33%
SLA
3846
Silver Lake Advisory
Utah
$135M -$5.72M -4% 3.13% 49% 88 6.82%
NWM
3847
Northwest Wealth Management
Iowa
$135M +$11.9M +10% 2.32% 63.4% 544 82.9%
CNC
3848
Citizens & Northern Corp
Pennsylvania
$134M -$6.12M -4% 1.49% 73.3% 99 11.11%
RIM
3849
Reliant Investment Management
Tennessee
$134M -$11.6M -8% 1.7% 122% 62 19.35%
GA
3850
Gagnon Advisors
New York
$134M -$2.04M -1% 10.2% 78.2% 31 3.23%