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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
VBFG
4451
Vishria Bird Financial Group
Tennessee
$176M +$16.5M +10% 11% 74.3% 51 15.69%
PWAP
4452
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$175M +$19.2M +12% 12.5% 58.5% 128 17.97%
MAP
4453
Milestone Advisory Partners
North Carolina
$175M +$14.7M +9% 10.5% 19.7% 55 12.73%
GCA
4454
Gradient Capital Advisors
California
$175M +$15.2M +10% 12.9% 71% 105 7.62%
AIA
4455
Arcadia Investment Advisors
Idaho
$175M +$18.7M +12% 12.7% 51.4% 131 29.01%
CRCM
4456
Crystal Rock Capital Management
Illinois
$175M +$16.7M +11% 16.9% 153% 39 25.64%
AGFVA
4457
Accel Growth Fund V Associates
California
$175M 37% 7.63% 1
PM
4458
Ponoi Management
California
$175M 27.8% 5
EWMCB
4459
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$175M +$22.5M +15% 12.9% 13% 48 10.42%
SST
4460
S Squared Technology
New York
$174M +$39.8M +30% 50.6% 138% 36 13.89%
HM
4461
HCEP Management
Hong Kong
$174M 39.1% 104% 6
NL
4462
NEPC LLC
Massachusetts
$174M +$30.8M +21% 9.92% 19.2% 28 7.14%
NSB
4463
Norway Savings Bank
Maine
$174M +$26.3M +18% 12.6% 101% 473 39.11%
HC
4464
Hillman Company
Pennsylvania
$174M +$5.84M +3% 14.8% 134% 9 22.22%
OR
4465
Olympiad Research
Connecticut
$174M -$21.9M -11% 14.1% 189% 407 87.22%
TF
4466
TRH Financial
Iowa
$174M +$25.7M +17% 11.2% 73 5.48%
NAM
4467
Nationwide Asset Management
Ohio
$174M +$21.1M +14% 7.16% 7.81% 12 16.67%
WWA
4468
WC Walker & Associates
California
$174M 11.4% 65
SL
4469
SOF Ltd
Cayman Islands
$174M +$37.1M +27% 27.1% 63.6% 1 0%
EWA
4470
Encompass Wealth Advisors
Oregon
$174M 12.3% 63.2% 112
WS
4471
Wela Strategies
Georgia
$174M +$16.7M +11% 9.94% 51.3% 42 7.14%
AFM
4472
Abbot Financial Management
Massachusetts
$174M +$19.5M +13% 14.8% 80.5% 143 12.59%
BC
4473
Birchview Capital
Vermont
$174M +$23.9M +16% 17.1% 233% 53 15.09%
1CM
4474
1492 Capital Management
Wisconsin
$174M +$40M +30% 39.6% 187% 124 43.55%
GFS
4475
GYL Financial Synergies
Connecticut
$174M +$21M +14% 14.6% 36% 177 16.95%