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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
FA
6026
Fortis Advisors
Pennsylvania
$140M +$7.28M +5% 6.4% 72.8% 93 9.68%
IFU
6027
iSAM Funds (UK)
United Kingdom
$140M -$17.8M -11% 10.9% 53.7% 364 86.26%
LIWM
6028
Long Island Wealth Management
New York
$140M 9.74% 433
PD
6029
Planning Directions
Pennsylvania
$140M +$9.54M +7% 8.48% 46.3% 72 13.89%
I
6030
InceptionR
California
$140M -$36.1M -20% 11.5% 62.9% 560 74.11%
SCM
6031
Superstring Capital Management
New York
$140M 49.5% 30
FCM
6032
Fairbanks Capital Management
California
$140M +$21.3M +18% 14.6% 81.3% 54 3.7%
AUIM
6033
Aegon USA Investment Management
Iowa
$140M +$1.39M +1% 8.46% 39.9% 39 15.38%
EMCIP
6034
Ewing Morris & Co Investment Partners
Ontario, Canada
$140M +$16.4M +13% 1.38% 63.5% 37 35.14%
ACA
6035
American Capital Advisory
Idaho
$140M 9.51% 439
WAM
6036
Worth Asset Management
Texas
$140M +$16.2M +13% 9.49% 115% 137 52.55%
CWM
6037
CarsonAllaria Wealth Management
Illinois
$140M +$16.4M +13% 10.3% 51.7% 389 14.91%
BWS
6038
BCR Wealth Strategies
Alabama
$139M +$14M +11% 8.99% 42.2% 19 0%
BDCM
6039
Black Diamond Capital Management
Connecticut
$139M +$446K +0.3% 3.37% 28.3% 11 9.09%
WAC
6040
William Allan Corp
Colorado
$139M +$13.1M +10% 13.2% 84.7% 49 6.12%
EP
6041
EPIQ Partners
Minnesota
$139M +$6.96M +5% 7.28% 44.3% 74 14.86%
TFG
6042
Team Financial Group
California
$139M +$18.3M +15% 7.41% 42.4% 237 19.41%
BHBT
6043
Burke & Herbert Bank & Trust
Virginia
$139M +$15.6M +13% 12.7% 67.8% 128 13.28%
GWCM
6044
Godshalk Welsh Capital Management
Pennsylvania
$139M +$6.75M +5% 9.78% 61.1% 121 9.09%
MCM
6045
Mendel Capital Management
Arkansas
$139M +$17.4M +14% 11.7% 94 7.45%
OCM
6046
Once Capital Management
New York
$139M +$34M +32% 30.5% 570% 24 8.33%
BCCM
6047
Blue Creek Capital Management
Hong Kong
$139M +$10.5M +8% 19.4% 6 16.67%
FNBOH
6048
First National Bank of Hutchinson
Kansas
$139M +$7.1M +5% 12.4% 121% 104 14.42%
PPG
6049
Peak Planning Group
Colorado
$139M +$11.3M +9% 11.4% 105% 75 9.33%
LHA
6050
Little Harbor Advisors
Massachusetts
$139M +$15.2M +12% 9.97% 59% 9 33.33%