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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
BFA
5576
Brown Financial Advisory
Alabama
$104M +$10.8M +12% 5.81% 50.3% 28 10.71%
SIA
5577
Stegner Investment Associates
Kentucky
$104M +$34K +0% 4.57% 75.3% 22 13.64%
DTC
5578
Davidson Trust Company
Washington
$104M -$8.09M -7% 6.39% 54.5% 110 8.18%
CH
5579
CVS Health
Rhode Island
$104M -$16.5M -14% 12.6% 52.3% 7 14.29%
ETCM
5580
Evolutionary Tree Capital Management
Virginia
$104M +$12.1M +13% 6.84% 100% 39 25.64%
LWM
5581
Long Walk Management
Connecticut
$104M +$224K +0.2% 16.7% 261% 8 37.5%
AIM
5582
Alerce Investment Management
Illinois
$104M +$50M +93% 40% 25.1% 7 0%
MF
5583
Montis Financial
Massachusetts
$104M -$3.02M -3% 4.11% 44% 62 6.45%
ARS
5584
Adirondack Retirement Specialists
New York
$104M +$5.62M +6% 2.1% 13.1% 152 88.16%
CCP
5585
Carmel Capital Partners
California
$104M -$3.51M -3% 3.49% 62.1% 125 16.8%
LFG
5586
Leverty Financial Group
Wisconsin
$103M -$3.88M -4% 7.29% 51.4% 24 4.17%
WPEP
5587
Walnut Private Equity Partners
Nebraska
$103M -$2.31M -2% 2.94% 60.6% 15 0%
PWM
5588
Penobscot Wealth Management
Maine
$103M +$826K +0.8% 6.76% 50.5% 62 3.23%
RTC
5589
Riverview Trust Company
Washington
$103M -$11.4M -10% 5.44% 67.6% 932 48.39%
HBW
5590
Hazlett, Burt & Watson
West Virginia
$103M -$5.87M -5% 4.64% 69.2% 665 13.08%
WFA
5591
Wells Financial Advisors
Massachusetts
$103M -$7.49M -7% 5.3% 54% 64 10.94%
BGI
5592
BlueDrive Global Investors
United Kingdom
$103M -$38.2M -27% 3.5% 25.6% 7 0%
VI
5593
Visa Inc
California
$103M -$7.49M -7% 2.32% 4 0%
DAM
5594
Diamant Asset Management
Connecticut
$103M -$8.04M -7% 5.28% 63.6% 65 6.15%
YAVAPFMC
5595
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$103M -$8.55M -8% 5.93% 201% 57 1.75%
GWAM
5596
Guardian Wealth Advisors (Minnesota)
Minnesota
$103M -$5.76M -5% 4.85% 45.6% 63 6.35%
SVI
5597
Strategic Vision Investment
Hong Kong
$103M +$68.8M +202% 8.61% 95.6% 18 66.67%
PFG
5598
Peterson Financial Group
Iowa
$103M -$3.4M -3% 4.89% 32.4% 81 17.28%
PPWM
5599
Paragon Private Wealth Management
Kentucky
$103M +$8.95M +10% 3.92% 64.9% 129 20.93%
TIM
5600
Tevis Investment Management
Texas
$103M -$1.73M -2% 5.44% 54.1% 497 23.34%