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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
SFS
4001
Shaker Financial Services
Virginia
$266M -$17.6M -6% 186
LBA
4002
Lowell Blake & Associates
Massachusetts
$265M +$10.5M +4% 57
WIM
4003
Wittenberg Investment Management
Massachusetts
$265M -$10.2M -4% 85
AC
4004
AMS Capital
Brazil
$265M -$182M -41% 36
LIC
4005
Laurus Investment Counsel
Canada
$265M -$121M -31% 45
FA
4006
Fiducient Advisors
Illinois
$265M -$64.8M -20% 66
FTA
4007
Financial & Tax Architects
Missouri
$265M +$19.9M +8% 109
CFA
4008
CWS Financial Advisors
Michigan
$265M -$18.9M -7% 159
FL
4009
Fort LP
Maryland
$264M -$44.2M -14% 300
RHI
4010
Richmond Hill Investments
New York
$264M -$41.7M -14% 10
GPA
4011
Guidance Point Advisors
Massachusetts
$264M -$11.9M -4% 98
HCA
4012
Hyperion Capital Advisors
New York
$264M -$184M -41% 63
CPFP
4013
Clear Perspectives Financial Planning
Ohio
$264M +$16.5M +7% 253
OBWG
4014
Onyx Bridge Wealth Group
New York
$264M -$33.1M -11% 186
AFA
4015
Arlington Financial Advisors
California
$263M -$31.5M -11% 79
CFG
4016
Cooper Financial Group
California
$263M -$1.63M -0.6% 278
GGI
4017
Godsey & Gibb Inc
Virginia
$263M -$48.6M -16% 160
1M
4018
13D Management
New York
$263M +$2.06M +0.8% 35
LRIA
4019
Leonard Rickey Investment Advisors
Washington
$263M -$10.5M -4% 76
AWM
4020
Aprio Wealth Management
Georgia
$262M +$23.2M +10% 95
CCS
4021
Concentric Capital Strategies
Connecticut
$262M 136
QCI
4022
Quaker Capital Investments
Pennsylvania
$262M +$25.5M +11% 23
WC
4023
Wynnefield Capital
New York
$262M -$18.1M -6% 22
PFS
4024
Physicians Financial Services
North Carolina
$262M -$8.47M -3% 120
TEC
4025
Tiger Eye Capital
Tennessee
$262M -$101M -28% 60