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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
PIA
6251
Panoramic Investment Advisors
Colorado
$178M +$15M +9% 7.86% 129 9.3%
DFG
6252
Delphi Financial Group
Delaware
$178M +$36M +25% 6.55% 48.5% 28 39.29%
FA
6253
Fortis Advisors
Pennsylvania
$178M +$21.6M +14% 10.6% 48.4% 131 16.79%
PA
6254
PharVision Advisers
Florida
$178M +$108M +155% 7.62% 829 88.9%
AA
6255
Aufman Associates
Pennsylvania
$178M +$15.5M +10% 12.4% 76.4% 67 5.97%
LBC
6256
Leigh Baldwin & Co
New York
$178M +$25.6M +17% 8.88% 210 18.1%
PI
6257
PJT Investments
$178M -$9.82M -5% 6.26% 6 0%
MF
6258
Meridian Financial
Massachusetts
$178M +$23M +15% 6.22% 52.8% 141 10.64%
KFGG
6259
Keystone Financial Group (Georgia)
Georgia
$177M +$20.4M +13% 4.77% 153 18.3%
KIM
6260
Kestrel Investment Management
California
$177M +$10.4M +6% 8.21% 82.9% 44 15.91%
E3F
6261
Eight 31 Financial
Texas
$177M +$25.9M +17% 2.62% 79 24.05%
GMH
6262
General Motors Holdings
Michigan
$177M +$84M +90% 72.2% 4.73% 6 33.33%
EWS
6263
Evergreen Wealth Solutions
Pennsylvania
$177M +$11.3M +7% 8.31% 64.5% 132 12.88%
1M
6264
1248 Management
Missouri
$177M -$93.5M -35% 6.61% 175 14.86%
SPAS
6265
Spectrum Planning & Advisory Services
California
$177M +$22.5M +15% 6.33% 106 11.32%
PSC
6266
Prentiss Smith & Co
Vermont
$177M +$9.06M +5% 7.71% 55.2% 69 5.8%
NLWP
6267
Next Level Wealth Planning
Idaho
$177M +$21M +13% 7.61% 62 14.52%
AIC
6268
Allodium Investment Consultants
Minnesota
$177M +$19.1M +12% 5.98% 51 3.92%
ACM
6269
Andina Capital Management
Utah
$177M +$34.2M +24% 4.5% 158 12.66%
GCA
6270
GSI Capital Advisors
California
$177M -$9.73M -5% 3.87% 25.4% 35 31.43%
CFO
6271
Custos Family Office
Texas
$177M -$137M -44% 7.3% 56.2% 81 29.63%
ECP
6272
Elemental Capital Partners
California
$177M 157% 6
LIM
6273
Lagoda Investment Management
New York
$177M +$235K +0.1% 5.37% 193% 24 4.17%
SWP
6274
Semus Wealth Partners
Florida
$177M +$22.4M +15% 12.8% 79.2% 124 17.74%
WPEP
6275
Walnut Private Equity Partners
Nebraska
$177M +$5.36M +3% 3.23% 60.6% 13 0%