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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
DBRC
4026
D.B. Root & Company
Pennsylvania
$268M +$13.4M +5% 6.51% 57.3% 215 10.7%
SFG
4027
Summit Financial Group
West Virginia
$267M +$26.5M +11% 4.55% 26.1% 197 8.12%
JCA
4028
Jade Capital Advisors
New Jersey
$267M +$16.1M +6% 0.72% 28.9% 102 51.96%
CAIMH
4029
Central Asset Investments & Management Holdings
Hong Kong
$267M +$93.2M +54% 7.64% 3,210% 79 53.16%
SA
4030
Stewardship Advisors
Pennsylvania
$267M +$12.6M +5% 4.48% 42.6% 54 16.67%
LTI
4031
Laffer Tengler Investments
Tennessee
$267M +$2.71M +1% 4.7% 96.5% 447 51.01%
PIC
4032
PCJ Investment Counsel
Ontario, Canada
$267M +$12.6M +5% 13.1% 164% 93 53.76%
CNC
4033
Citizens & Northern Corp
Pennsylvania
$267M +$14M +6% 8.34% 73.3% 104 6.73%
HCM
4034
Horiko Capital Management
New York
$267M +$45.1M +20% 11.9% 275% 27 11.11%
BZWA
4035
Blue Zone Wealth Advisors
California
$266M +$31.3M +13% 9.56% 78.3% 86 5.81%
PPWP
4036
Proquility Private Wealth Partners
Nevada
$266M +$15.6M +6% 5.81% 19.4% 89 5.62%
EGWAG
4037
Elwood & Goetz Wealth Advisory Group
Georgia
$266M +$25M +10% 4.66% 58.2% 50 12%
BWLSA
4038
Blue Water Life Science Advisors
California
$266M +$61.1M +30% 7.78% 503% 26 23.08%
AFS
4039
Aft Forsyth & Sober
Florida
$266M +$21.3M +9% 6.91% 94.6% 79 6.33%
AIA
4040
Allied Investment Advisors
Montana
$266M +$32M +14% 5.66% 60.6% 58 13.79%
IPAM
4041
ICICI Prudential Asset Management
India
$265M +$70.6M +36% 8.14% 62.1% 50 18%
DPI
4042
Diversified Portfolios Inc
Michigan
$265M -$38.6M -13% 7.27% 38.2% 121 31.4%
BC
4043
Bridgefront Capital
Texas
$265M -$55.9M -17% 4.66% 52.1% 1,024 81.25%
SBF
4044
Sara-Bay Financial
Florida
$265M +$20.1M +8% 11.8% 231% 88 19.32%
APP
4045
Alpha Paradigm Partners
Illinois
$265M +$9.09M +4% 10.5% 737 65.13%
LJHT
4046
Laurie J. Hall Trustee
$265M +$4.6M +2% 7.52% 96% 340 5.29%
CP
4047
Covenant Partners
Tennessee
$265M +$13.8M +5% 6.32% 70.3% 208 6.73%
FA
4048
Friess Associates
Delaware
$265M +$7.91M +3% 16.2% 256% 124 55.65%
CCM
4049
Callodine Capital Management
Massachusetts
$265M +$34.6M +15% 4.04% 53.8% 44 25%
NAM
4050
NewGen Asset Management
Ontario, Canada
$265M +$22.9M +9% 10.6% 402% 65 56.92%