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
PA
3151
Perennial Advisors
New York
$596M +$19.5M +3% 131
FGA
3152
Fortis Group Advisors
New Jersey
$596M +$15.5M +3% 604
RDFA
3153
Ritter Daniher Financial Advisory
Ohio
$596M +$28.2M +5% 637
RI
3154
RPTC Inc
Wyoming
$596M +$23M +4% 7
ACM
3155
Armbruster Capital Management
New York
$596M +$7.93M +1% 133
ACM
3156
ASK Capital Management
California
$595M +$25.3M +4% 3
CDR
3157
Clayton Dubilier & Rice
New York
$595M -$81.7M -12% 2
AHSW
3158
Adventist Health System West
California
$595M -$18.9M -3% 9
CCA
3159
Carrera Capital Advisors
Michigan
$595M +$37.4M +7% 180
CMHI
3160
CVC Management Holdings II
Jersey
$595M -$223M -27% 4
PCA
3161
Providence Capital Advisors
North Carolina
$594M +$17M +3% 239
BC
3162
Bricktown Capital
Michigan
$594M -$13M -2% 26
JSA
3163
Jacobson & Schmitt Advisors
Wisconsin
$594M +$11.1M +2% 87
TAM
3164
TCP Asset Management
Ohio
$594M +$33M +6% 120
SC
3165
Steginsky Capital
New York
$593M +$48.8M +9% 8
LOWM
3166
Laurel Oak Wealth Management
New Jersey
$593M 360
BWM
3167
Brickley Wealth Management
California
$593M +$19.5M +3% 56
PSP
3168
Principal Street Partners
Tennessee
$593M -$33.7M -5% 282
DLCIG
3169
D.L. Carlson Investment Group
New Hampshire
$593M -$3.04M -0.5% 145
WFA
3170
West Financial Advisors
Iowa
$593M -$12.3M -2% 242
SA
3171
Scarborough Advisors
Maryland
$592M +$25.5M +5% 490
AWC
3172
Abundance Wealth Counselors
Pennsylvania
$592M +$8.83M +2% 180
SWA
3173
SOA Wealth Advisors
New York
$592M +$8.95M +2% 918
HA
3174
Huntleigh Advisors
Missouri
$592M +$5.82M +1% 303
LC
3175
Lavaca Capital
Texas
$591M +$38.6M +7% 286