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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
NFG
4026
Nations Financial Group
Iowa
$146M +$21M +17% 12.7% 105% 177 10.73%
ATC
4027
Adirondack Trust Company
New York
$146M +$16.6M +13% 11.9% 84.9% 372 11.29%
AIA
4028
AIMZ Investment Advisors
California
$146M +$16.2M +13% 12.3% 81.3% 99 7.07%
MMHP
4029
Murphy Middleton Hinkle & Parker
Georgia
$146M +$14.5M +11% 9.82% 61.7% 129 8.53%
WGCA
4030
Wolf Group Capital Advisors
Virginia
$146M +$11.2M +8% 10.5% 28.2% 86 11.63%
LSPW
4031
Lake Street Private Wealth
Illinois
$145M 14.2% 92.5% 98
MCP
4032
Maso Capital Partners
Hong Kong
$145M +$65.8M +83% 15.3% 8.67% 18 50%
NL
4033
NKCFO LLC
Illinois
$145M +$16.5M +13% 10.8% 211% 125 46.4%
FLA
4034
Financial Life Advisors
Texas
$145M +$16.1M +12% 8.64% 42.7% 49 6.12%
VNB
4035
Virginia National Bank
Virginia
$145M +$9.37M +7% 11.7% 107 15.89%
EA
4036
Ecofin Advisors
United Kingdom
$145M -$3.28M -2% 15.3% 77% 29 31.03%
PC
4037
Pecaut & Co
Iowa
$145M +$23.5M +19% 12% 67.6% 78 25.64%
WA
4038
WESPAC Advisors
California
$145M +$41.6M +40% 14.5% 112% 141 41.13%
SFA
4039
Semmax Financial Advisors
North Carolina
$145M +$16.6M +13% 9.93% 509 15.91%
VAM
4040
Velanne Asset Management
United Kingdom
$145M +$19.6M +16% 10.6% 29.6% 23 8.7%
TWM
4041
Tolleson Wealth Management
Texas
$145M -$25.5M -15% 12.9% 56.2% 50 16%
PWS
4042
Peloton Wealth Strategists
Indiana
$144M +$21.6M +18% 14.9% 51.3% 70 27.14%
SI
4043
Shaker Investments
Ohio
$144M +$29.2M +25% 22.3% 205% 85 24.71%
OWSCM
4044
One William Street Capital Management
New York
$144M +$110M +319% 7.65% 44% 5 60%
AFM
4045
Anson Funds Management
Texas
$144M -$27.9M -16% 13.4% 2,010% 68 73.53%
GCM
4046
Garland Capital Management
Washington
$144M +$5.82M +4% 11.8% 55.7% 39 12.82%
BIA
4047
Bigelow Investment Advisors
Maine
$144M +$10.4M +8% 11.4% 67.1% 158 13.29%
AIA
4048
Allied Investment Advisors
Montana
$144M +$23.1M +19% 11.4% 60.6% 47 12.77%
MP
4049
Marlowe Partners
New York
$144M +$33M +30% 18.8% 16.3% 13 46.15%
PGM
4050
Parian Global Management
New York
$144M +$22.2M +18% 23.4% 65.2% 25 72%