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
SVWAG
2651
Sound View Wealth Advisors Group
Georgia
$354M +$18.8M +6% 247
ADL
2652
Asset Dedication LLC
California
$354M +$53.2M +18% 839
BMM
2653
Buffington Mohr McNeal
Idaho
$354M +$27M +8% 116
BCM
2654
Buckhead Capital Management
Georgia
$354M +$4.37M +1% 87
PFA
2655
Pathway Financial Advisors
Vermont
$353M +$3.58M +1% 129
SCP
2656
Steamboat Capital Partners
New York
$353M +$29M +9% 35
SRCM
2657
Sage Rock Capital Management
New York
$353M 96
FC
2658
Forte Capital
New York
$353M +$29.4M +9% 94
GLA
2659
Good Life Advisors
Pennsylvania
$353M +$29.4M +9% 273
LGM
2660
Logos Global Management
California
$353M 38
WIC
2661
Wilkins Investment Counsel
Massachusetts
$352M +$19.4M +6% 75
DPRC
2662
Deer Park Road Corp
Colorado
$352M +$11.6M +3% 37
TP
2663
Toronado Partners
California
$352M +$59.7M +20% 13
CAS
2664
Cascadia Advisory Services
Oregon
$352M 235
NC
2665
NBW Capital
Massachusetts
$352M +$15.3M +5% 75
CIP
2666
Convergence Investment Partners
Florida
$352M -$7.27M -2% 345
AWP
2667
Ascent Wealth Partners
New York
$352M +$25M +8% 122
ACP
2668
Acuta Capital Partners
California
$352M +$225M +177% 50
SLT
2669
St Louis Trust
Missouri
$351M +$28.5M +9% 76
SCP
2670
Siena Capital Partners
Illinois
$351M +$17.8M +5% 132
AWMS
2671
Advocacy Wealth Management Services
Georgia
$351M +$201M +134% 167
BCM
2672
BlueMar Capital Management
Florida
$351M +$29.8M +9% 50
MG
2673
Meditor Group
Bermuda
$351M -$60M -15% 9
CPI
2674
Canaan Partners IX
California
$350M 2
MAA
2675
Mraz Amerine & Associates
California
$350M +$14.3M +4% 178