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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
MSWMA
4351
Market Street Wealth Management Advisors
Indiana
$228M +$58.6M +35% 5.6% 39.6% 67 13.43%
CPIA
4352
Cornell Pochily Investment Advisors
New York
$227M +$19M +9% 5.65% 83.7% 161 9.94%
DFA
4353
Delta Financial Advisors
Louisiana
$227M +$13.5M +6% 7.25% 96% 117 9.4%
JWM
4354
JFG Wealth Management
Colorado
$227M +$47.9M +27% 9.93% 65.2% 47 57.45%
SC
4355
Schulhoff & Co
Ohio
$227M +$8.47M +4% 3.21% 51.8% 118 1.69%
HAFS
4356
Hapanowicz & Associates Financial Services
Pennsylvania
$227M +$16.6M +8% 4.46% 58.5% 33 21.21%
OHSU
4357
Oregon Health & Science University
Oregon
$227M +$18.2M +9% 8.45% 1 0%
PC
4358
Phoenician Capital
New York
$227M +$33.4M +17% 0.24% 41.1% 15 26.67%
PC
4359
PhiloSmith Capital
Connecticut
$227M -$4.06M -2% 2.6% 54% 32 9.38%
OPTFSNA
4360
Old Point Trust & Financial Services N A
Virginia
$226M +$11M +5% 5.29% 72.6% 73 8.22%
RFN
4361
RDA Financial Network
Iowa
$226M -$6.7M -3% 7.34% 82.1% 240 12.08%
SCA
4362
Stuart Chaussee & Associates
California
$226M -$33.3M -13% 6.99% 58.6% 308 53.9%
TA
4363
TA Associates
Massachusetts
$226M 0% 1
TCM
4364
Tuttle Capital Management
Connecticut
$226M -$27.1M -11% 4.99% 115% 437 85.58%
KDIA
4365
KPCB DGF III Associates
California
$226M 1.55% 1
MCA
4366
Magnolia Capital Advisors
Mississippi
$226M +$175M +347% 5.88% 78.7% 155 56.13%
WIC
4367
WealthBridge Investment Counsel
Alberta, Canada
$226M +$21.3M +10% 4.98% 92.5% 37 5.41%
GAAM
4368
Guinness Atkinson Asset Management
California
$226M +$23.5M +12% 10.3% 132% 94 3.19%
IBOK
4369
Independence Bank of Kentucky
Kentucky
$226M +$19.9M +10% 6.23% 80.6% 403 9.93%
BO
4370
Bank OZK
Arkansas
$226M +$8.44M +4% 5.95% 112% 127 4.72%
FA
4371
FC Advisory
Pennsylvania
$225M +$20M +10% 5.27% 42.9% 65 3.08%
DI
4372
DAGCO Inc
Ohio
$225M +$23.8M +12% 5.11% 66.5% 110 8.18%
MFM
4373
Mirsky Financial Management
New York
$225M +$9.7M +5% 3.86% 39.3% 47 4.26%
LWAM
4374
Legacy Wealth Asset Management
Minnesota
$225M +$8.54M +4% 7.06% 102% 306 7.52%
LWA
4375
LWS Wealth Advisors
New Jersey
$225M +$4.64M +2% 4.34% 8.87% 62 12.9%