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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
SFS
4526
Shaker Financial Services
Virginia
$244M +$29M +14% 5.82% 13.1% 175 24.57%
HLA
4527
Hamilton Lane Advisors
Pennsylvania
$243M +$65.8M +37% 50.8% 187% 37 45.95%
LAM
4528
L2 Asset Management
Massachusetts
$243M +$30.7M +14% 13.1% 128% 245 40%
PH
4529
Pinnacle Holdings
Oklahoma
$243M +$29.6M +14% 11.7% 79.6% 228 15.79%
FGN
4530
Foundry Group Next
Colorado
$243M +$70.1M +41% 69.4% 5 20%
MC
4531
Mathes Company
New York
$243M +$27.2M +13% 11.9% 121% 132 8.33%
SFA
4532
Spectrum Financial Alliance
Kentucky
$243M +$44.2M +22% 23.1% 185% 14 0%
GMA
4533
Glassy Mountain Advisors
Maryland
$242M +$32.6M +16% 12.8% 91.5% 59 16.95%
WA
4534
Wealthstream Advisors
New York
$242M +$48.5M +25% 11.1% 88.2% 150 28.67%
PM
4535
Phraction Management
Connecticut
$242M +$30M +14% 11.2% 89.7% 54 11.11%
GJWM
4536
Gilliland Jeter Wealth Management
Arkansas
$242M 10.9% 164
GWA
4537
GGM Wealth Advisors
Maryland
$242M +$10.7M +5% 8% 25.9% 149 14.77%
APC
4538
Aristotle Pacific Capital
California
$242M +$72.7M +43% 3.07% 1.84% 5 0%
MPAM
4539
Murphy Pohlad Asset Management
Minnesota
$242M +$13.6M +6% 9.4% 75.1% 118 6.78%
JWM
4540
Jeppson Wealth Management
California
$242M +$23.3M +11% 10% 91.6% 209 15.31%
CCM
4541
Cutler Capital Management
Massachusetts
$241M +$19.7M +9% 8.32% 39.7% 120 15.83%
CHA
4542
Carmichael Hill & Associates
Maryland
$241M +$24.1M +11% 10.8% 39.7% 830 8.55%
CPIA
4543
Cornell Pochily Investment Advisors
New York
$241M +$11.8M +5% 9.88% 83.7% 182 14.29%
ACM
4544
Argyle Capital Management
Pennsylvania
$241M -$31.7M -12% 9.46% 95.8% 127 12.6%
AB
4545
Atlas Brown
Kentucky
$241M +$22M +10% 10.2% 102% 190 6.32%
EE
4546
EWG Elevate
California
$241M +$19.8M +9% 9.21% 76% 122 33.61%
MCA
4547
Mendon Capital Advisors
Florida
$241M 25.7% 56
LRIC
4548
Long Road Investment Counsel
Michigan
$241M +$34.7M +17% 8.6% 53.8% 70 4.29%
UWM
4549
USAdvisors Wealth Management
Minnesota
$241M +$16.8M +7% 9.95% 55% 136 30.15%
TLA
4550
Tree Line Advisors
Hong Kong
$241M +$6.15M +3% 20.2% 670% 8 12.5%