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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
HWA
2226
Heartwood Wealth Advisors
Virginia
$1.09B +$14M +1% 1.89% 56.2% 632 68.2%
BFFIM
2227
Baring Fintech Fund III Managers
Guernsey
$1.08B -$94.3M -8% 4.35% 1 0%
AAIM
2228
Asset Advisors Investment Management
Georgia
$1.08B +$27.5M +3% 1.89% 58.7% 113 7.08%
LSA
2229
L & S Advisors
California
$1.08B +$41.8M +4% 8.22% 187% 389 17.22%
GHC
2230
Graham Holdings Company
Virginia
$1.08B +$83.1M +8% 10.4% 96.9% 6 0%
PHS
2231
Pekin Hardy Strauss
Illinois
$1.08B +$84.3M +8% 7.5% 97.9% 490 24.08%
CF
2232
Clarity Financial
Texas
$1.08B +$73.7M +7% 1.92% 56.8% 128 16.41%
EFG
2233
Everhart Financial Group
Ohio
$1.08B +$81.8M +8% 3.42% 113% 440 16.59%
SFP
2234
Shepherd Financial Partners
Massachusetts
$1.08B +$28.5M +3% 3.21% 62.3% 257 9.73%
CGA
2235
Crescent Grove Advisors
Illinois
$1.08B +$23.7M +2% 1.14% 51.2% 316 13.29%
HHAA
2236
Henry H. Armstrong Associates
Pennsylvania
$1.08B -$28.8M -3% 0.01% 49.3% 63 3.17%
LCM
2237
LVM Capital Management
Michigan
$1.08B +$36M +3% 5.86% 107% 177 15.82%
ME
2238
McIlrath & Eck
Washington
$1.08B +$108M +11% 2.5% 44% 1,026 13.55%
PGCM
2239
Prescott Group Capital Management
Oklahoma
$1.08B +$128M +13% 2.43% 124% 285 18.95%
LOAMU
2240
Lombard Odier Asset Management (USA)
New York
$1.08B -$415M -28% 5.6% 77.1% 459 63.18%
NFG
2241
Nadler Financial Group
Illinois
$1.08B +$26.2M +3% 2.39% 64.4% 146 8.9%
RIM
2242
Rockbridge Investment Management
New York
$1.08B +$62M +6% 1.53% 31.1% 141 9.93%
MFS
2243
Mirabella Financial Services
United Kingdom
$1.07B -$79.6M -7% 3.56% 81.2% 801 85.77%
TCM
2244
Telos Capital Management
California
$1.07B +$28.8M +3% 2.6% 71.1% 202 6.93%
GIG
2245
Goodnow Investment Group
Connecticut
$1.07B +$27.1M +3% 5.22% 138% 25 20%
RPAM
2246
Rhenman & Partners Asset Management
Sweden
$1.07B +$166M +18% 18.4% 116% 105 22.86%
AA
2247
ABC Arbitrage
France
$1.07B +$52.3M +5% 11.6% 431 80.97%
CCG
2248
Clearlake Capital Group
California
$1.07B -$2.63M -0.2% 0% 32.2% 6 0%
TC
2249
Trust Company
Kansas
$1.07B +$88.5M +9% 1.2% 36.5% 903 57.48%
WB
2250
Webster Bank
Connecticut
$1.07B +$26.2M +3% 2.67% 77.5% 681 8.81%