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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
HPWA
4626
Hall Private Wealth Advisors
North Carolina
$176M +$2.22M +1% 7.76% 50 24%
MMM
4627
Mendel Money Management
Illinois
$176M +$15.4M +10% 9.88% 55.5% 121 7.44%
ACA
4628
Aspire Capital Advisors
Washington
$176M +$49.5M +39% 8.51% 52.8% 54 18.52%
XSC
4629
X-Square Capital
Puerto Rico
$176M +$18.2M +12% 13.5% 112% 160 11.25%
WW
4630
Westshore Wealth
California
$176M +$30.2M +21% 6.73% 44.5% 113 26.55%
OFS
4631
Oldfather Financial Services
Nebraska
$175M +$15.9M +10% 8% 60.8% 63 12.7%
PCM
4632
Perritt Capital Management
Illinois
$175M +$18.5M +12% 12.6% 80.9% 310 43.87%
RHI
4633
Richmond Hill Investments
New York
$175M +$19.3M +12% 13.2% 55.2% 5 0%
SI
4634
Saxon Interests
Texas
$175M +$11.2M +7% 9.31% 58.4% 175 21.14%
WE
4635
Wealth Effects
Massachusetts
$175M +$11.7M +7% 10.6% 160% 209 21.05%
VIM
4636
Vista Investment Management
Pennsylvania
$175M +$12.7M +8% 6.79% 42.4% 168 11.31%
SFS
4637
Stiles Financial Services
Minnesota
$175M +$10.3M +6% 8.17% 88.2% 191 19.37%
FFA
4638
Fi3 Financial Advisors
Indiana
$175M +$65M +59% 9.52% 66% 74 37.84%
CB
4639
Centennial Bank
Arkansas
$175M 10.3% 56.6% 341
MFS
4640
Madrona Financial Services
Washington
$175M +$12.8M +8% 5.64% 75.4% 86 24.42%
BBP
4641
Banco BTG Pactual
Brazil
$175M -$5.55M -3% 0.3% 142% 195 68.21%
HCM
4642
HMS Capital Management
Tennessee
$175M +$9.91M +6% 7.96% 130% 121 24.79%
BTIM
4643
BancFirst Trust & Investment Management
Oklahoma
$175M +$6.13M +4% 6.65% 44.9% 50 20%
PWS
4644
Peterson Wealth Services
Utah
$175M +$33.5M +24% 9.49% 153% 95 16.84%
EIA
4645
Eastover Investment Advisors
North Carolina
$175M +$14M +9% 9.62% 102% 47 4.26%
AFC
4646
Adaptive Financial Consulting
Ohio
$174M +$14.7M +9% 4.2% 26.8% 16 0%
DJC
4647
Daily Journal Corp
California
$174M +$11M +7% 7.04% 108% 5 20%
DFA
4648
DHJJ Financial Advisors
Illinois
$174M +$3.12M +2% 7.54% 56.7% 136 8.82%
AH
4649
Aviva Holdings
Bahamas
$174M -$102M -37% 34.4% 36.5% 5 20%
CAG
4650
Compass Advisory Group
New York
$174M -$4.07M -2% 7.2% 43.7% 71 15.49%