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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
SC
4551
Schiavi & Co
Delaware
$255M +$1.29M +0.5% 0.21% 33% 37 16.22%
CIM
4552
Chiron Investment Management
New York
$255M +$24.2M +10% 8.54% 104% 121 56.2%
FS
4553
Ferguson Shapiro
Georgia
$255M +$37.7M +17% 1.87% 39.6% 62 32.26%
BIA
4554
BHK Investment Advisors
Alabama
$255M -$5.39M -2% 0.69% 54.6% 64 7.81%
CFA
4555
Camarda Financial Advisors
Florida
$255M +$7.08M +3% 4.15% 132% 93 40.86%
SCI
4556
Stableford Capital II
Arizona
$254M +$5.32M +2% 0.81% 59.3% 137 10.95%
PFP
4557
Patriot Financial Partners
Pennsylvania
$254M -$13.7M -5% 0.16% 16.6% 9 0%
NME
4558
Notis-McConarty Edward
$254M +$1.44M +0.6% 3.77% 65.2% 92 5.43%
UHC
4559
Union Heritage Capital
Michigan
$254M +$2.13M +0.8% 1.88% 69.2% 59 0%
CFA
4560
CWS Financial Advisors
Michigan
$254M +$10.1M +4% 0.08% 47.7% 111 9.01%
LA
4561
LFL Advisers
Illinois
$254M -$22.9M -8% 2.03% 63.5% 11 0%
SIC
4562
Sterling Investment Counsel
New York
$254M +$37.5M +17% 4.13% 82.8% 179 12.85%
RWM
4563
Ruedi Wealth Management
Illinois
$254M +$16.3M +7% 0.08% 44.9% 494 48.18%
WGCA
4564
Wolf Group Capital Advisors
Virginia
$254M +$43.5M +21% 1.43% 28.2% 142 38.03%
FP
4565
FFG Partners
Florida
$254M +$12.5M +5% 13.7% 35 28.57%
CGFA
4566
Colton Groome Financial Advisors
North Carolina
$254M +$4.86M +2% 2.29% 59.3% 130 14.62%
PAA
4567
Peregrine Asset Advisers
Oregon
$254M +$3.1M +1% 6.89% 163% 191 25.13%
FFO
4568
Fiduciary Family Office
Florida
$253M -$1.59M -0.6% 6.83% 220 16.82%
MBFW
4569
Morton Brown Family Wealth
Pennsylvania
$253M +$11.1M +5% 1.18% 50% 240 18.33%
MIM
4570
Montgomery Investment Management
Maryland
$253M -$9.31M -4% 2.63% 98.4% 91 3.3%
FWM
4571
Fonville Wealth Management
Virginia
$252M +$26.6M +12% 1% 99 7.07%
TBWA
4572
Three Bridge Wealth Advisors
California
$252M -$1.43M -0.6% 0.91% 169% 96 9.38%
LPP
4573
Long Path Partners
Connecticut
$252M +$62.3M +33% 11.5% 4.33% 10 10%
ATFA
4574
All Terrain Financial Advisors
Minnesota
$252M -$2.21M -0.9% 1.85% 52.8% 94 13.83%
KWM
4575
KFG Wealth Management
Indiana
$252M +$8.8M +4% 3.28% 50.4% 162 6.79%