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
CPA
2651
Capital Planning Advisors
California
$336M +$67.8M +25% 135
WA
2652
Waddell & Associates
Tennessee
$336M +$84.3M +34% 30
DLCIG
2653
D.L. Carlson Investment Group
New Hampshire
$335M +$70.8M +27% 157
VM
2654
VPR Management
Texas
$335M +$28.6M +9% 25
LIM
2655
Lathrop Investment Management
Arkansas
$335M +$50.8M +18% 69
SIS
2656
Sound Income Strategies
Florida
$334M +$43.8M +15% 927
FSCM
2657
Front Street Capital Management
Montana
$334M +$57.4M +21% 60
SLT
2658
St Louis Trust
Missouri
$334M +$69.3M +26% 89
BEC
2659
Blue Edge Capital
Virginia
$334M +$57.3M +21% 100
SNT
2660
Security National Trust
West Virginia
$334M +$59M +22% 494
ACA
2661
Ackerman Capital Advisors
Texas
$334M +$76.8M +30% 143
RBC
2662
Roble Belko & Company
Pennsylvania
$334M +$24.3M +8% 349
PJSIMP
2663
P.J. Schmidt Investment Management (PJS)
Wisconsin
$334M +$46M +16% 127
GLA
2664
Good Life Advisors
Pennsylvania
$333M +$57.5M +21% 267
SRCM
2665
Sage Rock Capital Management
New York
$333M +$89.6M +37% 123
QCM
2666
Quest Capital Management
Texas
$333M +$41.8M +14% 214
ACM
2667
Arosa Capital Management
Florida
$333M +$22.4M +7% 69
PGM
2668
Parian Global Management
New York
$333M +$80M +32% 55
PFA
2669
Pathway Financial Advisors
Vermont
$332M +$32.7M +11% 107
FWM
2670
FFT Wealth Management
Pennsylvania
$332M -$8.58M -3% 35
CRB
2671
Chad R. Baker
$332M +$74.6M +29% 57
CWM
2672
Cranbrook Wealth Management
Michigan
$332M +$37.6M +13% 293
AMCA
2673
Arthur M. Cohen & Associates
Illinois
$332M +$79.9M +32% 130
ZAM
2674
Zeal Asset Management
Hong Kong
$332M +$153M +86% 5
DP
2675
DSAM Partners
United Kingdom
$331M -$28.2M -8% 44