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
SA
3026
Strategic Advisors
New York
$638M +$18.9M +3% 190
SWM
3027
SilverOak Wealth Management
Minnesota
$638M +$45.3M +8% 124
PWW
3028
Pettyjohn Wood & White
Virginia
$638M +$32.4M +5% 219
SRFM
3029
Shannon River Fund Management
New York
$638M +$16.3M +3% 32
SFS
3030
Security Financial Services
Indiana
$637M +$18.4M +3% 218
HFS
3031
Hughes Financial Services
Virginia
$637M +$8.03M +1% 1,346
AMM
3032
American Money Management
California
$636M +$37M +6% 175
SSCM
3033
Summit Street Capital Management
New York
$636M -$92.8M -13% 31
SCA
3034
Summit Creek Advisors
Minnesota
$636M -$50.5M -7% 74
NWM
3035
Northwest Wealth Management
Iowa
$636M +$28.8M +5% 258
CT
3036
Clearstead Trust
Maine
$635M +$50M +9% 1,586
SAM
3037
Secure Asset Management
Michigan
$635M +$28.7M +5% 349
PCM
3038
PenderFund Capital Management
British Columbia, Canada
$635M +$41.9M +7% 304
GHAM
3039
Gilman Hill Asset Management
Connecticut
$635M -$4.03M -0.6% 244
TCM
3040
Towercrest Capital Management
Pennsylvania
$634M +$10.9M +2% 101
NICM
3041
Neo Ivy Capital Management
New York
$633M +$223M +54% 555
BIA
3042
Bell Investment Advisors
California
$632M +$20.4M +3% 1,972
FMN
3043
Financial Management Network
California
$632M +$25.6M +4% 200
CAM
3044
Chandler Asset Management
California
$632M +$22.5M +4% 22
VAS
3045
VR Advisory Services
Cayman Islands
$632M +$219M +53% 41
WCAMG
3046
Woodard & Company Asset Management Group
North Carolina
$632M +$16.3M +3% 174
AP
3047
Affinity Partners
Florida
$631M +$7.79M +1% 1
PSP
3048
Pacific Sage Partners
Washington
$630M +$33.1M +6% 124
PCS
3049
Personal CFO Solutions
New Jersey
$630M +$59.9M +11% 531
TWP
3050
Tyche Wealth Partners
Texas
$630M +$59.8M +10% 358