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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
FA
4176
FC Advisory
Pennsylvania
$244M +$18M +8% 4.27% 42.9% 94 7.45%
BSC
4177
Brown Shipley & Co
United Kingdom
$244M +$89.1M +57% 12.7% 101% 144 31.25%
BWA
4178
Bordeaux Wealth Advisors
California
$244M +$49.9M +26% 13.8% 141% 113 22.12%
SCM
4179
SG Capital Management
Illinois
$244M -$48.7M -17% 9.17% 187% 80 75%
TA
4180
TrueWealth Advisors
Alabama
$244M +$5.25M +2% 2.66% 58.5% 197 12.69%
TFA
4181
Triad Financial Advisors
North Carolina
$244M +$13.9M +6% 5.07% 100 8%
LFA
4182
Landmark Financial Advisors
Kentucky
$244M +$15.9M +7% 2.32% 11.8% 92 7.61%
RC
4183
RDST Capital
Washington
$243M +$60.3M +33% 12.5% 41% 18 16.67%
CPIA
4184
Cornell Pochily Investment Advisors
New York
$243M +$9.61M +4% 5.69% 83.7% 172 6.4%
SW
4185
Solidarity Wealth
Utah
$243M +$23M +10% 7.45% 66.2% 97 13.4%
SG
4186
Stephens Group
Arkansas
$243M -$8.93M -4% 0.04% 33.8% 4 0%
LCGC
4187
Legacy Capital Group California
California
$243M +$38.3M +19% 7.37% 129% 301 33.89%
GM
4188
Granger Management
New York
$243M +$16.4M +7% 8.79% 63.5% 25 12%
CYG
4189
Clean Yield Group
Vermont
$243M +$8.02M +3% 0.51% 44.8% 442 11.99%
F1I
4190
Fund 1 Investments
Puerto Rico
$243M -$48.5M -17% 4.02% 78.6% 90 61.11%
BCH
4191
Berkshire Capital Holdings
California
$243M +$19.2M +9% 32.5% 1,364% 97 12.37%
CCM
4192
Crabel Capital Management
California
$242M +$16.9M +8% 8.09% 22.7% 130 50.77%
PP
4193
Prosperity Planning
Missouri
$242M +$12.8M +6% 2.61% 40.5% 90 2.22%
FSA
4194
Financial Services Advisory
Maryland
$242M +$89.3M +59% 7.05% 61.8% 46 32.61%
MLIC
4195
Mandatum Life Insurance Company
Finland
$242M -$98.2M -29% 5.9% 73.7% 72 6.94%
NF
4196
Nikulski Financial
Iowa
$242M +$15.5M +7% 7.61% 95.8% 134 13.43%
EFG
4197
Everhart Financial Group
Ohio
$242M +$18.9M +8% 9.39% 113% 226 14.6%
EE
4198
EWG Elevate
California
$242M +$7.41M +3% 4.72% 76% 109 25.69%
VST
4199
Van Strum & Towne
California
$242M +$7.67M +3% 4.28% 50.9% 100 5%
DP
4200
Denver PWM
Colorado
$242M +$14.3M +6% 3.86% 36.2% 99 6.06%