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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
PDL
4176
Portfolio Design Labs
California
$298M +$33.4M +13% 13.6% 148 51.35%
KC
4177
Knuff & Co
California
$297M +$23.1M +8% 9.98% 85.8% 134 18.66%
CFG
4178
Compton Financial Group
Maryland
$297M +$14.7M +5% 4.85% 37.7% 37 21.62%
ACA
4179
Aspire Capital Advisors
Washington
$297M +$50.6M +21% 8.4% 59.3% 85 23.53%
WCM
4180
WealthBridge Capital Management
Ohio
$297M +$30.1M +11% 10.4% 82.1% 198 11.11%
CCG
4181
Cloverfields Capital Group
Minnesota
$297M +$41.7M +16% 11.3% 101% 105 12.38%
BA
4182
Ballast Advisors
Minnesota
$297M +$28.9M +11% 8.37% 66.7% 179 9.5%
PC
4183
Prevatt Capital
Bahamas
$297M +$25.8M +10% 5.62% 16 12.5%
SCP
4184
Searchlight Capital Partners
New York
$296M -$5.37M -2% 1.84% 38.5% 4 0%
OA
4185
Operose Advisors
Wisconsin
$296M +$46.1M +18% 7.69% 68.8% 680 16.47%
SA
4186
SoftVest Advisors
Texas
$296M -$4.26M -1% 5.92% 178% 6 50%
DBRC
4187
D.B. Root & Company
Pennsylvania
$296M +$20M +7% 7.81% 57.3% 186 16.67%
CWA
4188
Clarity Wealth Advisors
California
$296M +$31.2M +12% 8.91% 85.1% 91 12.09%
CNC
4189
Citizens & Northern Corp
Pennsylvania
$296M +$15.6M +6% 7.96% 73.3% 115 8.7%
ACM
4190
Aisling Capital Management
New York
$295M -$39.7M -12% 32.2% 793% 17 11.76%
BCM
4191
Buckhead Capital Management
Georgia
$295M +$25.4M +9% 8.56% 67.6% 124 5.65%
SWMG
4192
Sanchez Wealth Management Group
Florida
$295M +$20.9M +8% 7.97% 56.9% 39 7.69%
VIM
4193
VELA Investment Management
Ohio
$295M +$33.5M +13% 11.2% 56.8% 180 22.78%
OWA
4194
Opal Wealth Advisors
New York
$295M +$41M +16% 7.3% 55.6% 363 56.75%
SIAG
4195
Safeguard Investment Advisory Group
California
$295M +$29.1M +11% 8.66% 84.3% 110 10%
RAM
4196
RJA Asset Management
Connecticut
$295M -$45.4M -13% 9.71% 80.2% 5 40%
BLC
4197
Brown, Lisle/Cummings
Rhode Island
$294M +$24.8M +9% 9.1% 72.2% 581 5.68%
HNB
4198
Hilltop National Bank
Wyoming
$294M 11.3% 801
CWAF
4199
Core Wealth Advisors (Florida)
Florida
$294M +$22.1M +8% 7.54% 59.7% 276 11.23%
VIP
4200
Vista Investment Partners
Oklahoma
$294M +$21.1M +8% 11.2% 169 27.81%