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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 Avg Holding
Period (Yrs)
SIA
4026
Strategic Investment Advisors
Michigan
$146M +$34.6M +31% 9.52% 66.1% 139 24.46% 0.2
Nations Financial Group
4027
Nations Financial Group
Iowa
$146M +$21M +17% 12.7% 105% 177 10.73% 2.2
ATC
4028
Adirondack Trust Company
New York
$146M +$16.6M +13% 11.9% 96.8% 372 11.29% 4
AIA
4029
AIMZ Investment Advisors
California
$146M +$16.2M +13% 12.3% 81.3% 99 7.07% 3.5
MMHP
4030
Murphy Middleton Hinkle & Parker
Georgia
$146M +$14.5M +11% 9.82% 66.8% 129 8.53% 1.1
WGCA
4031
Wolf Group Capital Advisors
Virginia
$146M +$11.2M +8% 10.5% 28.2% 86 11.63% 2
Lake Street Private Wealth
4032
Lake Street Private Wealth
Illinois
$145M – – 14.2% 92.5% 98 – 0
MCP
4033
Maso Capital Partners
Hong Kong
$145M +$65.8M +83% 15.3% 8.67% 18 50% 0.4
NL
4034
NKCFO LLC
Illinois
$145M +$16.5M +13% 10.8% 211% 125 46.4% 0.2
FLA
4035
Financial Life Advisors
Texas
$145M +$16.1M +12% 8.64% 47% 49 6.12% 1.1
VNB
4036
Virginia National Bank
Virginia
$145M +$9.37M +7% 11.7% – 107 15.89% 0.5
EA
4037
Ecofin Advisors
United Kingdom
$145M -$3.28M -2% 15.3% 77% 29 31.03% 1.9
PC
4038
Pecaut & Co
Iowa
$145M +$23.5M +19% 12% 67.6% 78 25.64% 2.4
WA
4039
WESPAC Advisors
California
$145M +$41.6M +40% 14.5% 112% 141 41.13% 0.9
SFA
4040
Semmax Financial Advisors
North Carolina
$145M +$16.6M +13% 9.93% – 509 15.91% 0.2
VAM
4041
Velanne Asset Management
United Kingdom
$145M +$19.6M +16% 10.6% 29.6% 23 8.7% 0.2
Tolleson Wealth Management
4042
Tolleson Wealth Management
Texas
$145M -$25.5M -15% 12.9% 56.2% 50 16% 0.2
PWS
4043
Peloton Wealth Strategists
Indiana
$144M +$21.6M +18% 14.9% 51.3% 70 27.14% 2.6
SI
4044
Shaker Investments
Ohio
$144M +$29.2M +25% 22.3% 205% 85 24.71% 1.7
OWSCM
4045
One William Street Capital Management
New York
$144M +$110M +319% 7.65% 44% 5 60% 0.3
Anson Funds Management
4046
Anson Funds Management
Texas
$144M -$27.9M -16% 13.4% 2,010% 68 73.53% 0.2
GCM
4047
Garland Capital Management
Washington
$144M +$5.82M +4% 11.8% 55.7% 39 12.82% 3.5
BIA
4048
Bigelow Investment Advisors
Maine
$144M +$10.4M +8% 11.4% 75.7% 158 13.29% 1
Allied Investment Advisors
4049
Allied Investment Advisors
Montana
$144M +$23.1M +19% 11.4% 68.4% 47 12.77% 1.1
MP
4050
Marlowe Partners
New York
$144M +$33M +30% 18.8% 16.3% 13 46.15% 0.8