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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
EPIM
4101
Equinox Partners Investment Management
Connecticut
$208M -$1.38M -0.7% 10.7% 284% 17 23.53%
PFG
4102
Piershale Financial Group
Illinois
$208M +$34.3M +20% 15.5% 82% 28 35.71%
AC
4103
Asio Capital
Kentucky
$208M +$25.8M +14% 16.1% 88% 88 14.77%
AIA
4104
Allied Investment Advisors
Montana
$208M +$22.2M +12% 13.5% 60.6% 50 10%
SC
4105
Searle & Co
Connecticut
$208M +$24.5M +13% 13.7% 93.8% 147 10.2%
CPIA
4106
Cornell Pochily Investment Advisors
New York
$208M +$33.7M +19% 11.2% 83.7% 154 11.04%
SDWIA
4107
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$208M +$31.2M +18% 32.5% 67.8% 121 19.01%
SFG
4108
SageGuard Financial Group
Tennessee
$208M 10.1% 123
NA
4109
Newport Asia
California
$208M -$16.6M -7% 20.5% 5 20%
SHI
4110
SV Health Investors
Massachusetts
$208M +$10.2M +5% 27.2% 97.4% 10 10%
OWM
4111
Opes Wealth Management
California
$208M -$1.81M -0.9% 13.9% 54.1% 80 10%
ACL
4112
APEIRON Capital Ltd
Hong Kong
$208M 23.8% 105% 9
AJ
4113
Ashburton (Jersey)
Jersey
$207M +$13.7M +7% 11.7% 94 29.79%
FCP
4114
Fosse Capital Partners
United Kingdom
$207M 25.8% 68.6% 6
W
4115
WealthOne
New York
$207M +$29.8M +17% 12.8% 23.4% 122 27.05%
VFM
4116
Vivid Financial Management
California
$207M +$44.7M +27% 14.1% 140 43.57%
BZWA
4117
Blue Zone Wealth Advisors
California
$207M +$30M +17% 15.3% 78.3% 80 18.75%
CF
4118
Copperwynd Financial
Arizona
$207M +$19.2M +10% 18.3% 90% 127 16.54%
PFS
4119
Physicians Financial Services
North Carolina
$207M +$6.82M +3% 10% 100% 111 9.01%
WA
4120
WP Advisors
California
$207M +$41.1M +25% 16.8% 95.5% 88 11.36%
FUBT
4121
First United Bank & Trust
Maryland
$207M +$28.5M +16% 12.1% 69.2% 140 11.43%
SFI
4122
Sonic Fund II
Hawaii
$207M +$64.6M +45% 29.5% 119% 20 10%
AWMT
4123
AAFMAA Wealth Management & Trust
North Carolina
$207M 18.2% 58.8% 62
HKIM
4124
Hayek Kallen Investment Management
Alabama
$207M +$27.8M +16% 9.07% 68.5% 73 9.59%
CCM
4125
Callodine Capital Management
Massachusetts
$207M +$18.8M +10% 19.5% 43.6% 45 26.67%