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 Avg Holding
Period (Yrs)
AFW
7376
Atlantic Family Wealth
Florida
$115M +$6.2M +6% 4.47% – 55 21.82% 0.4
CCM
7377
Chiron Capital Management
Florida
$115M +$4.9M +4% 1.52% – 125 13.6% 2.2
ACMA
7378
Arbor Capital Management (Alaska)
Alaska
$115M +$11.7M +11% 12.3% 62.7% 112 16.96% 2.2
VP
7379
venBio Partners
California
$115M -$8.8M -7% 1.43% 564% 7 14.29% 2.7
AFA
7380
Allium Financial Advisors
Oregon
$115M +$5.06M +5% 8.17% – 93 13.98% 0.2
AWA
7381
Archvest Wealth Advisors
California
$115M -$6.14M -5% 8.6% 47.8% 68 20.59% 2.1
RIP
7382
Reliant Investment Partners
North Carolina
$115M +$16.6M +17% 15.9% – 113 17.7% 0.4
TIP
7383
Tandem Investment Partners
New Jersey
$115M +$13.4M +13% 7.58% – 69 7.25% 0.5
MA
7384
Maxele Advisors
Missouri
$115M +$11.2M +11% 11.1% – 103 7.77% 2.6
WHCFA
7385
William Howard & Co Financial Advisors
Tennessee
$115M +$7.92M +7% 7.43% – 56 7.14% 1.1
KFG
7386
Kingdom Financial Group
Arizona
$114M -$22M -16% 5.18% 46.2% 75 66.67% 0.7
STA
7387
Shade Tree Advisors
New York
$114M +$13.5M +13% 8.97% – 19 15.79% 0.5
KFG
7388
Kropog Financial Group
Louisiana
$114M +$9.13M +9% 11.3% – 33 27.27% 0.4
CAS
7389
CTC Alternative Strategies
Illinois
$114M +$32.5M +40% 14.7% 111% 203 84.24% 0.1
BCM
7390
Barden Capital Management
Texas
$114M +$1.74M +2% 10.6% 80.1% 63 15.87% 2.6
UOP
7391
University of Pittsburgh
Pennsylvania
$114M +$12.8M +13% 11.2% 69.2% 1 0% 2.5
CWMA
7392
Capstone Wealth Management (Alabama)
Alabama
$114M +$13.7M +14% 7.83% – 50 6% 0.5
SGM
7393
Sellaronda Global Management
New York
$114M +$13.7M +14% 7.85% – 12 41.67% 0.4
CA
7394
Crossingbridge Advisors
New York
$114M -$76.1M -40% 1.05% – 122 61.48% 0.3
SSIM
7395
Sheets Smith Investment Management
Texas
$114M +$13.6M +14% 25.5% – 83 63.86% 0.3
RPGNY
7396
Retirement Planning Group (New York)
New York
$114M +$15.5M +16% 7.41% – 77 9.09% 0.4
BCM
7397
BluePath Capital Management
Georgia
$114M +$17.7M +18% 17.7% 101% 97 28.87% 1.2
FAI
7398
Fiduciary Advisors Inc
Missouri
$114M +$12.3M +12% 7.76% – 97 4.12% 0.5
AA
7399
ArborFi Advisors
Michigan
$114M +$12.9M +13% 8.14% – 52 21.15% 0.4
CSA
7400
Cornerstone Select Advisors
Missouri
$114M +$7.98M +8% 16.9% – 119 13.45% 0.4