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
PFG
3201
PAX Financial Group
Texas
$555M +$31.8M +6% 245
SLWA
3202
San Luis Wealth Advisors
California
$555M +$89.3M +19% 179
WAAG
3203
Wealth Alliance Advisory Group
Kansas
$554M +$29.2M +6% 195
CU
3204
CDAM (UK)
United Kingdom
$554M -$46.9M -8% 11
SWP
3205
Summit Wealth Partners
Florida
$554M +$29.7M +6% 220
KMC
3206
Kirr Marbach & Co
Indiana
$554M +$48.1M +10% 59
EIP
3207
Ellis Investment Partners
Pennsylvania
$554M +$39.1M +8% 248
LFS
3208
Legacy Financial Strategies
Kansas
$554M +$44.1M +9% 140
TC
3209
Truvestments Capital
Florida
$553M +$53.4M +11% 1,133
LC
3210
Lavaca Capital
Texas
$552M +$308M +126% 271
SC
3211
Shay Capital
New York
$552M +$113M +26% 443
SPL
3212
Saranac Partners Ltd
$552M +$364M +193% 326
EL
3213
Essex LLC
Illinois
$552M +$43.7M +9% 187
TI
3214
Trigran Investments
Illinois
$552M -$24.3M -4% 17
CM
3215
CoreCommodity Management
Connecticut
$551M -$56.5M -9% 149
BMWS
3216
Brady Martz Wealth Solutions
North Dakota
$551M +$33.9M +7% 152
AA
3217
Aire Advisors
California
$551M +$34.5M +7% 173
SFPM
3218
Sensible Financial Planning & Management
Massachusetts
$551M +$24M +5% 37
ECM
3219
Elgethun Capital Management
South Dakota
$551M +$53.7M +11% 160
CAMV
3220
Concord Asset Management (Virginia)
Virginia
$551M -$114M -17% 202
BCM
3221
Bourgeon Capital Management
Connecticut
$550M +$43.5M +9% 117
CWA
3222
Canvas Wealth Advisors
Kansas
$550M +$42.8M +8% 227
ITC
3223
Inspire Trust Company
Nevada
$549M +$64.6M +13% 113
AF
3224
Affiance Financial
Minnesota
$549M +$57M +12% 107
OP
3225
ORG Partners
Indiana
$549M +$79.7M +17% 1,726