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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
CPIA
4201
Cornell Pochily Investment Advisors
New York
$208M +$33.7M +19% 11.2% 83.7% 154 11.04%
SDWIA
4202
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$208M +$31.2M +18% 32.5% 74% 121 19.01%
SFG
4203
SageGuard Financial Group
Tennessee
$208M 10.1% 123
NA
4204
Newport Asia
California
$208M -$16.6M -7% 20.5% 5 20%
SHI
4205
SV Health Investors
Massachusetts
$208M +$10.2M +5% 27.2% 97.4% 10 10%
ACM
4206
Athyrium Capital Management
New York
$208M 24% 25.1% 2
OWM
4207
Opes Wealth Management
California
$208M -$1.81M -0.9% 13.9% 54.1% 80 10%
ACL
4208
APEIRON Capital Ltd
Hong Kong
$208M 23.8% 487% 9
AJ
4209
Ashburton (Jersey)
Jersey
$207M +$13.7M +7% 11.7% 94 29.79%
FCP
4210
Fosse Capital Partners
United Kingdom
$207M 25.8% 80% 6
W
4211
WealthOne
New York
$207M +$29.8M +17% 12.8% 23.4% 122 27.05%
VFM
4212
Vivid Financial Management
California
$207M +$44.7M +27% 14.1% 140 43.57%
BZWA
4213
Blue Zone Wealth Advisors
California
$207M +$30M +17% 15.3% 78.3% 80 18.75%
CF
4214
Copperwynd Financial
Arizona
$207M +$19.2M +10% 18.3% 90% 127 16.54%
PFS
4215
Physicians Financial Services
North Carolina
$207M +$6.82M +3% 10% 100% 111 9.01%
WA
4216
WP Advisors
California
$207M +$41.1M +25% 16.8% 95.5% 88 11.36%
FUBT
4217
First United Bank & Trust
Maryland
$207M +$28.5M +16% 12.1% 69.2% 140 11.43%
SFI
4218
Sonic Fund II
Hawaii
$207M +$64.6M +45% 29.5% 119% 20 10%
AWMT
4219
AAFMAA Wealth Management & Trust
North Carolina
$207M 18.2% 58.8% 62
HKIM
4220
Hayek Kallen Investment Management
Alabama
$207M +$27.8M +16% 9.07% 71.9% 73 9.59%
CCM
4221
Callodine Capital Management
Massachusetts
$207M +$18.8M +10% 19.5% 53.8% 45 26.67%
JWM
4222
Janiczek Wealth Management
Colorado
$206M +$20.5M +11% 12.7% 16.4% 821 22.17%
DS
4223
Dalal Street
Texas
$206M +$57.2M +38% 42.9% 92.7% 2 0%
UFG
4224
United Fire Group
Iowa
$206M +$7.89M +4% 16.9% 27.4% 111 13.51%
LRIC
4225
Long Road Investment Counsel
Michigan
$206M +$28.6M +16% 14% 53.8% 72 11.11%