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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
APC
6376
Aristotle Pacific Capital
California
$210M +$87.3M +71% 0.28% 1.84% 5 0%
TCTWM
6377
Three Cord True Wealth Management
Pennsylvania
$210M +$30.2M +17% 11.1% 43 9.3%
BI
6378
Beckerman Institutional
New Jersey
$210M +$21.9M +12% 8.57% 127 7.09%
BCPWM
6379
Bradley & Co Private Wealth Management
Florida
$210M +$20.1M +11% 10.3% 224 5.36%
IVGAV
6380
Index Venture Growth Associates V
Jersey
$210M +$25.4M +14% 29.8% 3 0%
BFG
6381
Baron Financial Group
New Jersey
$210M +$24.2M +13% 12.4% 52.1% 56 5.36%
FIS
6382
Fischer Investment Strategies
California
$210M +$38.2M +22% 15% 81% 52 19.23%
AWMNY
6383
Arcadia Wealth Management (New York)
New York
$210M +$24.8M +13% 13.3% 61 14.75%
AW
6384
Apricus Wealth
South Carolina
$210M +$4.27M +2% 5.14% 78.8% 131 9.92%
SC
6385
Shearwater Capital
Colorado
$209M +$18.7M +10% 11% 64.2% 73 13.7%
TIA
6386
Trust Investment Advisors
Indiana
$209M +$38.5M +23% 32.5% 167% 101 15.84%
IF
6387
Integrity Financial
Wyoming
$209M +$8.32M +4% 14.2% 66.3% 318 16.35%
SHFA
6388
Sherrill & Hutchins Financial Advisory
Georgia
$209M +$39.9M +24% 9.26% 20 25%
SWMG
6389
Sard Wealth Management Group
Georgia
$209M +$25.2M +14% 11% 64 10.94%
HI
6390
Humankind Investments
New York
$209M +$34M +19% 18.2% 62.5% 24 25%
PIA
6391
Panoramic Investment Advisors
Colorado
$209M +$24.1M +13% 12.9% 145 13.1%
NED
6392
Nancy E. Dempze
$209M +$26.9M +15% 23.6% 83.1% 97 11.34%
PAM
6393
Peninsula Asset Management
Florida
$209M +$13.1M +7% 9.36% 44.1% 56 8.93%
HFS
6394
Hoge Financial Services
Pennsylvania
$209M +$22.1M +12% 12.4% 87 21.84%
IA
6395
IFS Advisors
Kansas
$209M +$14.8M +8% 8.74% 48.3% 226 6.64%
RC
6396
RLH Capital
New York
$209M +$12M +6% 0.19% 180 67.78%
PFG
6397
Pacific Financial Group
Washington
$209M +$23M +12% 14.5% 61.1% 90 8.89%
FAG
6398
Financial Architects (Georgia)
Georgia
$209M +$18.9M +10% 9.49% 25 4%
OWA
6399
Oak Wealth Advisors
Illinois
$208M +$26.5M +15% 12.4% 68 16.18%
CCAM
6400
Capelight Capital Asset Management
New York
$208M +$74.4M +55% 96.8% 50 58%