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
WFAG
2526
Wescott Financial Advisory Group
Pennsylvania
$547M -$19M -3% 164
WWM
2527
Windsor Wealth Management
Indiana
$546M -$11M -2% 166
PHP
2528
Parkman Healthcare Partners
Connecticut
$546M -$31.1M -5% 117
SC
2529
Slow Capital
California
$545M -$31.6M -5% 129
PI
2530
Parkside Investments
Illinois
$545M +$8.83M +2% 94
RIA
2531
RPG Investment Advisory
California
$544M -$34.6M -6% 85
CAC
2532
Certified Advisory Corp
Florida
$544M -$3.67K -0% 296
VCM
2533
Vision Capital Management
Oregon
$543M -$42.5M -7% 106
EEP
2534
Edgehill Endowment Partners
Connecticut
$543M -$22.9M -4% 7
AWP
2535
Ascent Wealth Partners
New York
$543M -$24.7M -4% 172
SCM
2536
SKBA Capital Management
California
$542M -$12.6M -2% 80
ACG
2537
Allen Capital Group
Nebraska
$542M -$17.1M -3% 179
MC
2538
McMorgan & Co
California
$541M +$9.26M +2% 52
MC
2539
MIG Capital
California
$540M -$12.6M -2% 17
MCO
2540
MAK Capital One
New York
$540M +$12M +2% 11
HCA
2541
Heck Capital Advisors
Wisconsin
$539M -$41M -7% 194
ICA
2542
Infrastructure Capital Advisors
New York
$539M -$141M -21% 119
UIA
2543
UG Investment Advisers
Taiwan
$538M +$351M +188% 24
FPIS
2544
Financial Planning & Information Services
Wisconsin
$537M -$4.82M -0.9% 88
LF
2545
Lee Financial
Texas
$537M -$34.3M -6% 876
GWI
2546
Grace & White Inc
New York
$536M -$7.29M -1% 149
UWPG
2547
Ullmann Wealth Partners Group
Florida
$535M +$36.5M +7% 102
CSPAM
2548
Cary Street Partners Asset Management
Virginia
$535M -$3M -0.6% 209
QCM
2549
Qsemble Capital Management
New York
$535M +$394M +280% 428
AW
2550
Atlas Wealth
Ohio
$535M -$8.9M -2% 249