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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
BFA
7976
Ballast Financial Advisors
Pennsylvania
$97.5M +$413K +0.4% 0.24% 72 8.33%
JKSF
7977
John & Kathleen Schreiber Foundation
Illinois
$97.5M -$31M -24% 21.8% 36.3% 4 0%
CSW
7978
Cogent Strategic Wealth
Illinois
$97.3M +$5.58M +6% 1.7% 57 17.54%
AWP
7979
Atlas Wealth Partners
Pennsylvania
$97.3M +$6.27M +7% 12.9% 145% 67 7.46%
ACM
7980
Arrington Capital Management
Florida
$97.1M -$9.53M -9% 2.53% 37 45.95%
PWM
7981
Partners Wealth Management
California
$97M +$1.31M +1% 1.94% 116 13.79%
YF
7982
Yu Fan
$97M +$4.74M +5% 19.5% 14.4% 8 37.5%
SFO
7983
Standard Family Office
South Dakota
$96.8M +$2.64M +3% 4.03% 57.4% 31 6.45%
TFS
7984
truNorth Financial Services
Pennsylvania
$96.7M +$4.49M +5% 3.11% 50 6%
RQS
7985
Ramsey Quantitative Systems
Kentucky
$96.6M -$13.3M -12% 4.98% 42% 20 65%
FA
7986
Fullerton Advisors
California
$96.6M -$3.56M -4% 2.16% 55 5.45%
WAM
7987
Watershed Asset Management
California
$96.5M -$10.6M -10% 1.18% 157 49.68%
YAIA
7988
Yanni & Associates Investment Advisors
Pennsylvania
$96.5M -$3.52M -4% 3.29% 36 5.56%
SPH
7989
Steel Partners Holdings
New York
$96.4M -$28.6M -23% 5.95% 10 0%
UFA
7990
Unify Financial Advisors
Florida
$96.4M +$397K +0.4% 1.02% 99 15.15%
PFM
7991
Professional Financial Management
Wisconsin
$96.1M +$7.86M +9% 1.15% 26 30.77%
AWA
7992
American Wealth Advisors
Georgia
$96M -$5.87M -6% 1.58% 133 69.17%
EP
7993
E6 Portfolios
Utah
$95.9M +$8.48M +10% 0.47% 61 11.48%
OCM
7994
Orchard Capital Management
Illinois
$95.9M -$19.3M -17% 8.48% 102% 49 16.33%
OPWM
7995
Oregon Pacific Wealth Management
Oregon
$95.8M -$953K -1% 1.1% 136 37.5%
IIM
7996
IFC & Insurance Marketing
California
$95.8M -$5.03M -5% 0.65% 766 91.51%
FFS
7997
Fortress Financial Solutions
Arizona
$95.7M -$2.03M -2% 0.91% 65 23.08%
RRA
7998
Red Reef Advisors
Florida
$95.5M -$2.66M -3% 2.61% 186 12.37%
SA
7999
SFI Advisors
New Jersey
$95.2M -$60.7M -39% 0.62% 82.9% 67 29.85%
PEWA
8000
Pacific Excel Wealth Advisors
California
$95.1M +$42.2M +80% 0.08% 143 39.16%