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
LA
2876
LM Advisors
California
$555M -$3.5M -0.6% 222
PFA
2877
Pathway Financial Advisors
Vermont
$555M +$120M +28% 176
VNA
2878
Valley National Advisers
Pennsylvania
$554M -$2.69M -0.5% 846
MA
2879
MJP Associates
Connecticut
$554M -$2.49M -0.4% 253
GG
2880
Gleason Group
Kentucky
$554M -$15.5M -3% 198
CA
2881
Crane Advisory
California
$553M -$17.3M -3% 47
AFAS
2882
Acorn Financial Advisory Services
Virginia
$553M -$53.5M -9% 211
FA
2883
Fermata Advisors
California
$553M +$17.1M +3% 306
AIM
2884
Arcadia Investment Management
Michigan
$553M -$72.9M -12% 307
SDWMA
2885
Schneider Downs Wealth Management Advisors
Pennsylvania
$552M +$20.4M +4% 143
CIEC
2886
Crédit Industriel et Commercial
France
$552M +$172M +45% 319
SP
2887
Stablepoint Partners
Massachusetts
$552M +$7.16M +1% 246
GRA
2888
Goehring & Rozencwajg Associates
New York
$552M +$65M +13% 44
WDL
2889
Well Done LLC
Michigan
$552M +$5.22M +1% 190
EPAM
2890
Euro Pacific Asset Management
Puerto Rico
$551M +$87.3M +19% 80
GFG
2891
Greystone Financial Group
Michigan
$551M -$24M -4% 108
KLI
2892
Kelman-Lazarov Inc
Tennessee
$551M -$4.64M -0.8% 123
PC
2893
Permanens Capital
New York
$551M +$27M +5% 64
BWS
2894
Buck Wealth Strategies
Colorado
$550M +$69.1M +14% 138
KWM
2895
KFG Wealth Management
Indiana
$550M +$15.1M +3% 203
HS
2896
Hazelview Securities
Ontario, Canada
$550M +$2.08M +0.4% 40
AU
2897
Algebris (UK)
United Kingdom
$550M +$154M +39% 51
RAA
2898
RWC Asset Advisors
Florida
$549M +$47.7M +10% 20
CA
2899
Capital Advantage
California
$549M $0 0% 135
AG
2900
Advocate Group
Minnesota
$548M +$17.3M +3% 119