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
SDWMA
2601
Schneider Downs Wealth Management Advisors
Pennsylvania
$273M -$62.3M -19% 104
HC
2602
Hamilton Capital
Ohio
$273M +$40.8M +18% 50
HI
2603
Hendershot Investments
Virginia
$273M -$64.8M -19% 83
GFA
2604
Gifford Fong Associates
California
$273M -$70.2M -20% 127
CBA
2605
Coastal Bridge Advisors
Connecticut
$272M -$113M -29% 156
PA
2606
Probity Advisors
Texas
$272M -$58.7M -18% 184
MFG
2607
MidWestOne Financial Group
Iowa
$272M -$209M -43% 237
LA
2608
Lynch & Associates
Indiana
$272M -$75.8M -22% 103
FIG
2609
FundX Investment Group
California
$272M -$99M -27% 74
NCM
2610
Noesis Capital Mangement
Florida
$272M -$87.1M -24% 125
TI
2611
Think Investments
California
$272M +$3.99M +1% 18
GFP
2612
Gryphon Financial Partners
Ohio
$272M -$114M -30% 183
BWA
2613
BlueSky Wealth Advisors
North Carolina
$271M -$34.6M -11% 62
DWM
2614
Dorchester Wealth Management
Quebec, Canada
$270M -$89.1M -25% 132
LFA
2615
Legacy Financial Advisors
Kentucky
$270M -$46.4M -15% 122
SQA
2616
Simon Quick Advisors
New Jersey
$269M -$6.55M -2% 765
WC
2617
Wexford Capital
Florida
$269M -$379M -58% 178
BGI
2618
BlueDrive Global Investors
United Kingdom
$269M -$105M -28% 11
IP
2619
Isomer Partners
New York
$269M -$54.8M -17% 19
AFG
2620
Arkansas Financial Group
Arkansas
$269M -$32M -11% 41
APC
2621
Alta Park Capital
California
$269M -$144M -35% 30
FFS
2622
Founders Financial Securities
Maryland
$269M -$26.8M -9% 158
ZAM
2623
Zevin Asset Management
Massachusetts
$269M -$57.3M -18% 97
BRC
2624
Bishop Rock Capital
New York
$268M -$148M -36% 22
PFA
2625
Paradigm Financial Advisors
Missouri
$268M -$18.7M -7% 132