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
HCI
3376
Harraden Circle Investments
New York
$514M +$128M +33% 176
SIAP
3377
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$514M +$57.8M +13% 211
FFIC
3378
First Fiduciary Investment Counsel
Ohio
$514M +$9.35M +2% 73
PG
3379
Patten Group
Tennessee
$514M +$40.3M +9% 291
GF
3380
Goodman Financial
Texas
$514M +$16M +3% 70
CMA
3381
Cedar Mountain Advisors
Oregon
$514M +$32.4M +7% 705
MFGM
3382
Marshall Financial Group (Maryland)
Maryland
$513M +$3.31M +0.6% 267
GWAG
3383
Garrett Wealth Advisory Group
Texas
$513M +$40.5M +9% 121
BL
3384
Bleichroeder LP
New York
$513M +$106M +26% 82
PFA
3385
Pettinga Financial Advisors
Indiana
$513M +$56.6M +12% 144
PIMC
3386
Praesidium Investment Management Company
New York
$513M -$54.6M -10% 15
MWM
3387
MinichMacGregor Wealth Management
New York
$513M +$45M +10% 154
TGAM
3388
TBH Global Asset Management
Tennessee
$512M +$44.7M +10% 260
KC
3389
Keenan Capital
California
$512M +$84M +20% 8
CA
3390
Cambridge Advisors
Nebraska
$512M +$33.3M +7% 172
JWM
3391
JFG Wealth Management
Colorado
$511M +$32.6M +7% 68
WFA
3392
WestHill Financial Advisors
California
$510M +$38.8M +8% 79
BRCM
3393
Bright Rock Capital Management
Massachusetts
$510M +$16.2M +3% 75
ICP
3394
Interchange Capital Partners
Pennsylvania
$510M +$77.2M +18% 372
BWP
3395
Bernardo Wealth Planning
Pennsylvania
$510M +$49.5M +11% 128
VBFG
3396
Vishria Bird Financial Group
Tennessee
$510M +$209M +69% 105
KNW
3397
Kesler Norman & Wride
Utah
$510M -$53.9M -10% 245
SFC
3398
SEG Family Corp
$510M -$150M -23% 1
ETS
3399
ESL Trust Services
New York
$510M +$20.1M +4% 310
LRWA
3400
Long Run Wealth Advisors
New York
$509M +$32.8M +7% 113