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
IG
3101
Ithaka Group
Virginia
$586M +$1.6M +0.3% 41
SWA
3102
Serenus Wealth Advisors
California
$585M -$3.37M -0.6% 69
CT
3103
Clearstead Trust
Maine
$585M +$56.7M +11% 1,574
MGIA
3104
Matthew Goff Investment Advisor
Texas
$585M +$44.5M +8% 99
RIS
3105
Retirement Income Solutions
Michigan
$585M +$39.8M +7% 170
JHCP
3106
Jackson Hole Capital Partners
Oklahoma
$585M +$39.3M +7% 310
OFS
3107
Orrstown Financial Services
Pennsylvania
$584M +$110M +23% 144
CFS
3108
Commonwealth Financial Services
West Virginia
$584M +$65M +13% 238
MCM
3109
Mitchell Capital Management
Kansas
$584M +$49.2M +9% 139
PEP
3110
Providence Equity Partners
Rhode Island
$584M -$263M -31% 3
AWC
3111
Abundance Wealth Counselors
Pennsylvania
$583M +$49.2M +9% 172
SWA
3112
SOA Wealth Advisors
New York
$583M +$50.9M +10% 938
JSA
3113
Jacobson & Schmitt Advisors
Wisconsin
$583M +$18.5M +3% 91
AIM
3114
Advyzon Investment Management
Illinois
$583M +$131M +29% 500
PDL
3115
Portfolio Design Labs
California
$582M +$73.1M +14% 230
AL
3116
AIP LLC
New York
$582M -$131M -18% 2
PAMI
3117
Perseverance Asset Management International
Cayman Islands
$582M +$185M +46% 15
LNWTC
3118
Laird Norton Wetherby Trust Company
Washington
$582M -$146M -20% 73
TCM
3119
Topline Capital Management
California
$582M -$1.86M -0.3% 53
CRB
3120
Chad R. Baker
$581M +$42.8M +8% 54
BPC
3121
Bearing Point Capital
Minnesota
$581M +$37.6M +7% 171
SAM
3122
Sompo Asset Management
Japan
$581M +$5.2M +0.9% 194
FGA
3123
Fortis Group Advisors
New Jersey
$581M +$30.1M +5% 568
FTC
3124
Farmers Trust Company
Ohio
$580M +$44.8M +8% 198
BWP
3125
Balboa Wealth Partners
Arizona
$580M +$80.9M +16% 434