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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
UTC
4326
Unified Trust Company
Kentucky
$141M +$8.12M +6% 59
AWM
4327
Aprio Wealth Management
Georgia
$141M +$37.4M +36% 76
SIS
4328
Susquehanna International Securities
Ireland
$141M +$8.35M +6% 50
JFG
4329
Jefferies Financial Group
New York
$141M +$26.2M +23% 7
APCM
4330
Arbiter Partners Capital Management
New York
$141M +$8.76M +7% 52
HWA
4331
Hillcrest Wealth Advisors
New Jersey
$141M +$25.1M +22% 62
MWM
4332
Maltin Wealth Management
New Jersey
$141M +$8.12M +6% 91
BU
4333
Brown University
Rhode Island
$141M +$4.78M +4% 7
MIM
4334
Moseley Investment Management
Florida
$140M +$20.1M +17% 143
OFS
4335
Oldfather Financial Services
Nebraska
$140M +$11.6M +9% 60
PL
4336
Protective Life
Alabama
$140M -$4.16M -3% 16
HWM
4337
Howard Wealth Management
Connecticut
$140M +$17.8M +15% 121
RHI
4338
Richmond Hill Investments
New York
$140M -$5.34M -4% 8
BC
4339
Barnett & Company
Tennessee
$140M +$17.1M +14% 316
TA
4340
Trellis Advisors
Washington
$140M +$12.8M +10% 71
TWM
4341
Titus Wealth Management
California
$140M +$13.1M +10% 124
PWM
4342
PRW Wealth Management
Massachusetts
$140M +$14.2M +11% 85
HFA
4343
HC Financial Advisors
California
$140M +$11.5M +9% 421
SFG
4344
Sowa Financial Group
Rhode Island
$140M +$7.31M +6% 358
CWA
4345
Clarity Wealth Advisors
California
$139M +$12.7M +10% 64
AC
4346
Aperimus Capital
California
$139M -$69.1M -33% 3
KFS
4347
Kelly Financial Services
Massachusetts
$139M +$10.3M +8% 625
SGMP
4348
Spark Growth Management Partners
Massachusetts
$139M -$21.9M -14% 1
SFPG
4349
Stonebridge Financial Planning Group
Florida
$139M +$21.6M +18% 423
GCA
4350
GSI Capital Advisors
California
$139M +$15.6M +13% 32