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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
SRC
4601
Stone Run Capital
New York
$269M +$18.2M +7% 10.1% 77.8% 71 9.86%
NFG
4602
Northeast Financial Group
Pennsylvania
$269M +$35M +15% 5.23% 31.6% 88 17.05%
AWM
4603
Accel Wealth Management
Iowa
$269M +$18.7M +7% 5.98% 77.4% 274 17.52%
DP
4604
Divergent Planning
Maryland
$268M +$17.4M +7% 5.36% 43.3% 29 3.45%
FS
4605
Ferguson Shapiro
Georgia
$268M +$13.2M +5% 4.64% 39.6% 81 48.15%
BIA
4606
BHK Investment Advisors
Alabama
$268M +$13.2M +5% 6.71% 54.6% 65 4.62%
CCG
4607
Ceeto Capital Group
Florida
$268M +$10M +4% 6.77% 81.6% 178 10.11%
SWM
4608
Sterling Wealth Management
Illinois
$268M +$57.2M +27% 6.75% 112 10.71%
IPW
4609
IronBridge Private Wealth
Texas
$268M +$556K +0.2% 2.12% 125% 55 29.09%
SI
4610
Seeds Investor
New York
$268M +$72.5M +37% 6.46% 272 26.1%
YCG
4611
Yeomans Consulting Group
Georgia
$267M +$8.74M +3% 6.15% 105 33.33%
JGIA
4612
Jackson Grant Investment Advisers
Connecticut
$267M +$19.8M +8% 7.86% 54.3% 408 5.64%
CGFA
4613
Colton Groome Financial Advisors
North Carolina
$267M +$13.7M +5% 5.76% 59.3% 130 8.46%
ST
4614
Somerset Trust
Pennsylvania
$267M +$23.4M +10% 10% 69.7% 157 6.37%
ADIM
4615
Alpha DNA Investment Management
Maryland
$267M +$9.62M +4% 10.1% 134% 265 50.94%
SPT
4616
Siemens Pension Trust
Germany
$267M +$63.2M +31% 31% 32% 1 0%
CFG
4617
Clayton Financial Group
Missouri
$267M +$35.9M +16% 7.26% 127 19.69%
GL
4618
GHE LLC
Tennessee
$267M +$17.7M +7% 4.36% 188% 57 12.28%
CFA
4619
Camarda Financial Advisors
Florida
$267M +$12.4M +5% 7.05% 132% 94 32.98%
OPAM
4620
Olympus Peak Asset Management
Connecticut
$267M 6.92% 1
FPGT
4621
Financial Partners Group (Tennessee)
Tennessee
$267M +$9.04M +4% 3.81% 102 9.8%
CCM
4622
Carmel Capital Management
California
$267M +$9.91M +4% 6.66% 265% 29 10.34%
MVP
4623
Medina Value Partners
California
$267M +$66.9M +33% 1.89% 78.1% 21 57.14%
VC
4624
Veery Capital
Delaware
$267M +$19.7M +8% 5.81% 57.1% 104 17.31%
WLPWM
4625
Walled Lake Planning & Wealth Management
Illinois
$266M +$21.4M +9% 8.06% 51.7% 136 11.76%