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
AT
3226
Arlington Trust
Alabama
$556M +$43.3M +8% 719
PFG
3227
PAX Financial Group
Texas
$555M +$31.8M +6% 245
SLWA
3228
San Luis Wealth Advisors
California
$555M +$89.3M +19% 179
WAAG
3229
Wealth Alliance Advisory Group
Kansas
$554M +$29.2M +6% 195
CU
3230
CDAM (UK)
United Kingdom
$554M -$46.9M -8% 11
SWP
3231
Summit Wealth Partners
Florida
$554M +$29.7M +6% 220
KMC
3232
Kirr Marbach & Co
Indiana
$554M +$48.1M +10% 59
EIP
3233
Ellis Investment Partners
Pennsylvania
$554M +$39.1M +8% 248
LFS
3234
Legacy Financial Strategies
Kansas
$554M +$44.1M +9% 140
TC
3235
Truvestments Capital
Florida
$553M +$53.4M +11% 1,133
LC
3236
Lavaca Capital
Texas
$552M +$308M +126% 271
SC
3237
Shay Capital
New York
$552M +$113M +26% 443
SP
3238
Saranac Partners
$552M +$364M +193% 326
EL
3239
Essex LLC
Illinois
$552M +$43.7M +9% 187
TI
3240
Trigran Investments
Illinois
$552M -$24.3M -4% 17
CM
3241
CoreCommodity Management
Connecticut
$551M -$56.5M -9% 149
BMWS
3242
Brady Martz Wealth Solutions
North Dakota
$551M +$33.9M +7% 152
AA
3243
Aire Advisors
California
$551M +$34.5M +7% 173
SFPM
3244
Sensible Financial Planning & Management
Massachusetts
$551M +$24M +5% 37
ECM
3245
Elgethun Capital Management
South Dakota
$551M +$53.7M +11% 160
CAMV
3246
Concord Asset Management (Virginia)
Virginia
$551M -$114M -17% 202
BCM
3247
Bourgeon Capital Management
Connecticut
$550M +$43.5M +9% 117
CWA
3248
Canvas Wealth Advisors
Kansas
$550M +$42.8M +8% 227
ITC
3249
Inspire Trust Company
Nevada
$549M +$64.6M +13% 113
AF
3250
Affiance Financial
Minnesota
$549M +$57M +12% 107