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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
SC
6401
Shearwater Capital
Colorado
$209M +$18.7M +10% 11% 64.2% 73 13.7%
TIA
6402
Trust Investment Advisors
Indiana
$209M +$38.5M +23% 32.5% 167% 101 15.84%
IF
6403
Integrity Financial
Wyoming
$209M +$8.32M +4% 14.2% 66.3% 318 16.35%
SHFA
6404
Sherrill & Hutchins Financial Advisory
Georgia
$209M +$39.9M +24% 9.26% 20 25%
SWMG
6405
Sard Wealth Management Group
Georgia
$209M +$25.2M +14% 11% 64 10.94%
HI
6406
Humankind Investments
New York
$209M +$34M +19% 18.2% 62.5% 24 25%
PIA
6407
Panoramic Investment Advisors
Colorado
$209M +$24.1M +13% 12.9% 145 13.1%
NED
6408
Nancy E. Dempze
$209M +$26.9M +15% 23.6% 83.1% 97 11.34%
PAM
6409
Peninsula Asset Management
Florida
$209M +$13.1M +7% 9.36% 44.1% 56 8.93%
HFS
6410
Hoge Financial Services
Pennsylvania
$209M +$22.1M +12% 12.4% 87 21.84%
IA
6411
IFS Advisors
Kansas
$209M +$14.8M +8% 8.74% 48.3% 226 6.64%
RC
6412
RLH Capital
New York
$209M +$12M +6% 0.19% 180 67.78%
PFG
6413
Pacific Financial Group
Washington
$209M +$23M +12% 14.5% 61.1% 90 8.89%
FAG
6414
Financial Architects (Georgia)
Georgia
$209M +$18.9M +10% 9.49% 25 4%
OWA
6415
Oak Wealth Advisors
Illinois
$208M +$26.5M +15% 12.4% 68 16.18%
CCAM
6416
Capelight Capital Asset Management
New York
$208M +$74.4M +55% 96.8% 50 58%
AWM
6417
Aberdeen Wealth Management
Illinois
$208M -$11.1M -5% 15.8% 73.1% 436 61.01%
PA
6418
Promethium Advisors
Maryland
$208M +$15.2M +8% 9.08% 130 20%
AWP
6419
Axis Wealth Partners
Rhode Island
$208M +$20.2M +11% 9.99% 197 18.78%
MGWA
6420
Monument Group Wealth Advisors
Massachusetts
$208M +$28.1M +16% 12.5% 44 2.27%
MF
6421
Meridian Financial
Massachusetts
$208M +$25.2M +14% 12.5% 52.8% 152 11.18%
AAA
6422
Andrews Advisory Associates
Hawaii
$208M +$18.2M +10% 9.1% 89 11.24%
KTC
6423
Kentucky Trust Company
Kentucky
$208M +$17.1M +9% 15.3% 326 7.67%
AFC
6424
AFT Forsyth & Company
Florida
$208M -$4.54M -2% 20.9% 135% 126 16.67%
ACA
6425
Arena Capital Advisors
California
$208M +$8.23M +4% 3.47% 124% 22 9.09%