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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
AFS
4926
Amtrust Financial Services
New York
$336M +$36.7M +12% 12.5% 53.8% 15 0%
RFP
4927
Roth Financial Partners
Texas
$336M +$43.4M +15% 11.7% 54.3% 33 6.06%
SFC
4928
Strategic Financial Concepts
Texas
$336M -$69.3M -17% 13.5% 56.8% 326 35.28%
FPCG
4929
Forum Private Client Group
Indiana
$336M +$35.9M +12% 8.82% 47.9% 88 11.36%
SCI
4930
Silver Coast Investments
United States
$336M +$22.5M +7% 8.65% 127 11.02%
GSCM
4931
Greenfield Seitz Capital Management
Texas
$336M +$4.22M +1% 7.19% 116 12.07%
RLIM
4932
Red Lighthouse Investment Management
New York
$336M +$39.5M +13% 12.5% 63.4% 85 5.88%
ATC
4933
Adirondack Trust Company
New York
$336M +$38M +13% 16.7% 84.9% 576 8.68%
OWM
4934
OneAscent Wealth Management
Alabama
$336M +$33.1M +11% 11.6% 50.6% 186 24.73%
JWM
4935
Jessup Wealth Management
Ohio
$335M +$61.3M +22% 35.5% 164% 86 15.12%
PAP
4936
Persistent Asset Partners
Hong Kong
$335M +$66.9M +25% 61.4% 938 79.96%
PI
4937
Pennant Investors
New Jersey
$335M -$26.1M -7% 13.5% 372% 18 16.67%
TFA
4938
TPG Financial Advisors
Oregon
$335M +$27.4M +9% 8.28% 86 17.44%
SIM
4939
Seaview Investment Managers
Florida
$335M +$57.4M +21% 33.6% 148% 94 23.4%
SS
4940
Spinecap SAS
France
$335M +$62.2M +23% 7.51% 16 6.25%
BIA
4941
BHK Investment Advisors
Alabama
$335M +$35.5M +12% 14.3% 54.6% 83 9.64%
TODC
4942
Trustees of Dartmouth College
New Hampshire
$335M +$83M +33% 12.8% 52.5% 13 30.77%
AWS
4943
Arkfeld Wealth Strategies
Nebraska
$334M +$18.3M +6% 8.32% 83.9% 124 11.29%
WHGC
4944
Wealth High Governance Capital
Brazil
$334M +$1.2M +0.4% 61.2% 622% 65 75.38%
CAC
4945
Core Alternative Capital
Georgia
$334M -$4.59M -1% 16.9% 74.5% 208 4.81%
SC
4946
Saiph Capital
New Jersey
$334M +$69.8M +26% 12.3% 52.4% 135 46.67%
SF
4947
Slagle Financial
Illinois
$334M +$31.1M +10% 12.8% 77.9% 148 32.43%
HJIM
4948
Henry James International Management
New York
$334M +$56.9M +21% 27.8% 123% 99 13.13%
EWP
4949
Elevation Wealth Partners
California
$334M +$54.7M +20% 14.8% 63.7% 1,366 25.77%
AFA
4950
Alta Fundamental Advisers
New York
$333M +$68.2M +26% 17.8% 340% 30 36.67%