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
UF
2751
Univest Financial
Pennsylvania
$252M +$15.9M +7% 142
WKWM
2752
Walter & Keenan Wealth Management
Indiana
$252M -$7.95M -3% 206
AMCA
2753
Arthur M. Cohen & Associates
Illinois
$252M -$73.3M -23% 126
MC
2754
Minot Capital
Colorado
$252M -$12M -5% 15
FA
2755
Fagan Associates
New York
$252M -$56.5M -18% 121
FCMC
2756
Founders Capital Management (Connecticut)
Connecticut
$252M -$51.5M -17% 63
WIP
2757
Wellesley Investment Partners
Massachusetts
$252M -$73.7M -23% 128
IC
2758
Intersect Capital
California
$251M -$47.5M -16% 186
WA
2759
Waddell & Associates
Tennessee
$251M -$83.9M -25% 27
HFA
2760
High Falls Advisors
New York
$251M -$105M -29% 101
TC
2761
TwinBeech Capital
New York
$251M -$94.7M -27% 546
WCP
2762
Welch Capital Partners
New York
$250M -$88.2M -26% 30
RSS
2763
Rosenblum Silverman Sutton
California
$250M -$23.7M -9% 70
RWA
2764
River Wealth Advisors
Pennsylvania
$250M -$45.4M -15% 174
II
2765
Inspire Investing
Idaho
$250M -$28.5M -10% 855
BC
2766
Brio Consultants
California
$250M -$47M -16% 78
MCG
2767
McCollum Christoferson Group
New York
$250M -$47.1M -16% 72
TPCM
2768
Three Peaks Capital Management
Colorado
$250M -$129M -34% 104
HFM
2769
Hartford Financial Management
Connecticut
$250M -$69.9M -22% 374
WAG
2770
Winthrop Advisory Group
Massachusetts
$250M -$27.4M -10% 104
SVCP
2771
Silicon Valley Capital Partners
California
$250M -$46.3M -16% 43
AAA
2772
Adams Asset Advisors
Texas
$250M -$325M -57% 94
RP
2773
Rowlandmiller & Partners
Georgia
$250M -$72.1M -22% 164
DC
2774
Derby & Company
Massachusetts
$249M -$18.2M -7% 64
MWM
2775
Madison Wealth Management
Ohio
$249M -$99M -28% 157