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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
TMC
7401
Themes Management Co
Connecticut
$151M -$11.2M -7% 19.4% 161 31.68%
STFP
7402
Signal Tree Financial Partners
Ohio
$151M +$18.4M +14% 10.2% 54 14.81%
HIC
7403
Hamrick Investment Counsel
Washington
$151M -$29.7M -16% 7.25% 364 51.37%
AWA
7404
A4 Wealth Advisors
North Carolina
$151M +$28.4M +23% 14.9% 119 37.82%
AT
7405
Adelphi Trust
Florida
$151M +$27.8M +23% 14.4% 125 24.8%
PAG
7406
Paladin Advisory Group
Iowa
$151M +$19.1M +15% 17.9% 71.9% 245 2.45%
SGC
7407
Slocum, Gordon & Co
Rhode Island
$151M +$3.57M +2% 3.15% 55.2% 75 21.33%
SFGM
7408
Stonebridge Financial Group (Missouri)
Missouri
$151M +$31.9M +27% 22.9% 183 16.39%
CFG
7409
Chapman Financial Group
Hawaii
$150M +$10.7M +8% 11.6% 270 5.56%
RYA
7410
Richard Young Associates
Georgia
$150M +$18.8M +14% 13.2% 31 25.81%
LFS
7411
Leibman Financial Services
Nebraska
$150M +$14.2M +10% 10.7% 53 20.75%
QA
7412
Quattro Advisors
Pennsylvania
$150M +$34.9M +30% 24.1% 60 18.33%
SPWM
7413
Spartan Planning & Wealth Management
North Carolina
$150M +$15.1M +11% 19.5% 88 36.36%
AWA
7414
AmeriServ Wealth Advisors
Pennsylvania
$150M -$6.42M -4% 12.6% 60 11.67%
PIP
7415
PB Investment Partners
California
$150M +$23.2M +18% 15.7% 81.1% 10 10%
IVGAI
7416
Index Venture Growth Associates III
Jersey
$150M +$32.2M +27% 45.2% 740% 2 0%
NMCM
7417
Nicholson Meyer Capital Management
Missouri
$150M +$19.8M +15% 15.4% 46 8.7%
BM
7418
Bridger Management
New York
$150M +$22.1M +17% 21.8% 103% 29 34.48%
KCM
7419
Kennondale Capital Management
Virginia
$150M +$11.4M +8% 12.1% 80 2.5%
TPW
7420
Turn8 Private Wealth
$150M -$10.2M -6% 10.5% 61 27.87%
PA
7421
PW Advisors
Florida
$150M +$16.3M +12% 9.08% 37 8.11%
SG
7422
Sankala Group
Colorado
$150M +$27.4M +22% 8.8% 655 18.93%
SSCM
7423
Sovereign's Capital Management
Georgia
$150M +$13.9M +10% 17.5% 76 7.89%
PF
7424
PlanVest Financial
Maryland
$150M +$18.2M +14% 13.2% 606 8.75%
SHFC
7425
Safe Harbor Family Capital
North Carolina
$150M +$21.8M +17% 8.91% 63 22.22%