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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
AA
4726
Armor Advisors
New York
$187M -$88M -32% 4.73% 78.5% 14 35.71%
BZWA
4727
Blue Zone Wealth Advisors
California
$187M -$234K -0.1% 12% 78.3% 90 15.56%
AIA
4728
Affinity Investment Advisors
California
$187M -$30.3M -14% 3.94% 189% 205 16.1%
ASGS
4729
Alpha Square Group S
New York
$187M -$43.3M -19% 51.4% 53.8% 42 64.29%
FCA
4730
Fortis Capital Advisors
Kansas
$187M +$18.8M +11% 12.6% 127% 783 31.67%
PHAM
4731
Palisades Hudson Asset Management
Florida
$187M +$5.42M +3% 6.12% 66.8% 103 6.8%
WS
4732
Wela Strategies
Georgia
$187M +$8.76M +5% 4.08% 51.3% 49 14.29%
WA
4733
Wilshire Advisors
California
$187M +$3.64M +2% 5.49% 118% 11 18.18%
UC
4734
Unio Capital
New Jersey
$187M +$6.76M +4% 9% 97.8% 44 9.09%
KFSC
4735
Keystone Financial Services (Colorado)
Colorado
$187M +$716K +0.4% 7.03% 66% 83 8.43%
JCM
4736
Jacobsen Capital Management
Utah
$187M -$972K -0.5% 7.21% 86.7% 82 50%
AFA
4737
Abacus FCF Advisors
Florida
$187M +$33.3M +22% 8.79% 197% 155 21.29%
MFS
4738
Madrona Financial Services
Washington
$186M +$11.7M +7% 6.75% 75.4% 87 12.64%
JF
4739
Joule Financial
Kentucky
$186M +$35.5M +24% 5.62% 55.5% 114 24.56%
RHP
4740
Royal Harbor Partners
Texas
$186M +$24.4M +15% 5.53% 49.5% 87 34.48%
ACM
4741
Alight Capital Management
New York
$186M +$92.4M +98% 26% 466% 63 63.49%
DI
4742
DAGCO Inc
Ohio
$186M +$15.1M +9% 4.91% 66.5% 85 9.41%
SFS
4743
Stiles Financial Services
Minnesota
$186M +$11.3M +6% 10.2% 133% 192 13.02%
VW
4744
Vance Wealth
California
$186M +$25.8M +16% 7.42% 66.4% 78 11.54%
SCM
4745
Stonehearth Capital Management
Massachusetts
$186M +$8.34M +5% 4.04% 80.7% 79 20.25%
CPA
4746
Capital Performance Advisors
California
$186M +$11.9M +7% 5.74% 71% 55 10.91%
OWIM
4747
Old West Investment Management
California
$186M +$26M +16% 5.49% 242% 60 36.67%
SPI
4748
Santori & Peters Inc
Pennsylvania
$186M +$15.2M +9% 3.18% 88% 55 20%
LWA
4749
Lowe Wealth Advisors
Maryland
$186M +$4.79M +3% 5.29% 63.3% 367 7.08%
PFP
4750
Patriot Financial Partners
Pennsylvania
$186M -$90.4M -33% 22.1% 16.6% 11 9.09%