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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
TIA
6326
Trust Investment Advisors
Indiana
$178M +$13.1M +8% 12.1% 167% 134 29.85%
PIA
6327
Panoramic Investment Advisors
Colorado
$178M +$15M +9% 7.86% 129 9.3%
DFG
6328
Delphi Financial Group
Delaware
$178M +$36M +25% 6.55% 66.3% 28 39.29%
FA
6329
Fortis Advisors
Pennsylvania
$178M +$21.6M +14% 10.6% 72.8% 131 16.79%
PA
6330
PharVision Advisers
Florida
$178M +$108M +155% 7.62% 829 88.9%
OCBV
6331
Ownership Capital B.V.
Netherlands
$178M -$1.54B -90% 0.13% 62.8% 22 9.09%
AA
6332
Aufman Associates
Pennsylvania
$178M +$15.5M +10% 12.4% 136% 67 5.97%
LBC
6333
Leigh Baldwin & Co
New York
$178M +$25.6M +17% 8.88% 210 18.1%
PI
6334
PJT Investments
$178M -$9.82M -5% 6.26% 6 0%
MF
6335
Meridian Financial
Massachusetts
$178M +$23M +15% 6.22% 52.8% 141 10.64%
KFGG
6336
Keystone Financial Group (Georgia)
Georgia
$177M +$20.4M +13% 4.77% 153 18.3%
KIM
6337
Kestrel Investment Management
California
$177M +$10.4M +6% 8.21% 89.2% 44 15.91%
E3F
6338
Eight 31 Financial
Texas
$177M +$25.9M +17% 2.62% 79 24.05%
GMH
6339
General Motors Holdings
Michigan
$177M +$84M +90% 72.2% 4.78% 6 33.33%
EWS
6340
Evergreen Wealth Solutions
Pennsylvania
$177M +$11.3M +7% 8.31% 70.9% 132 12.88%
1M
6341
1248 Management
Missouri
$177M -$93.5M -35% 6.61% 175 14.86%
SPAS
6342
Spectrum Planning & Advisory Services
California
$177M +$22.5M +15% 6.33% 106 11.32%
PSC
6343
Prentiss Smith & Co
Vermont
$177M +$9.06M +5% 7.71% 63.9% 69 5.8%
NLWP
6344
Next Level Wealth Planning
Idaho
$177M +$21M +13% 7.61% 62 14.52%
AIC
6345
Allodium Investment Consultants
Minnesota
$177M +$19.1M +12% 5.98% 51 3.92%
ACM
6346
Andina Capital Management
Utah
$177M +$34.2M +24% 4.5% 158 12.66%
GCA
6347
GSI Capital Advisors
California
$177M -$9.73M -5% 3.87% 39.7% 35 31.43%
CFO
6348
Custos Family Office
Texas
$177M -$137M -44% 7.3% 57.4% 81 29.63%
ECP
6349
Elemental Capital Partners
California
$177M 157% 6
LIM
6350
Lagoda Investment Management
New York
$177M +$235K +0.1% 5.37% 250% 24 4.17%