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
ITC
3426
Inspire Trust Company
Nevada
$420M +$29.2M +7% 117
AFM
3427
Anson Funds Management
Texas
$420M -$390M -48% 198
DCP
3428
Diameter Capital Partners
New York
$420M -$106M -20% 33
MC
3429
Miramar Capital
Illinois
$420M +$1.03M +0.2% 59
SDWIA
3430
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$420M +$15.7M +4% 161
WCP
3431
Welch Capital Partners
New York
$420M -$42.9M -9% 23
OFS
3432
Orrstown Financial Services
Pennsylvania
$420M +$47.5M +13% 142
TAS
3433
TIFF Advisory Services
Pennsylvania
$420M +$113M +37% 18
OGC
3434
Oak Grove Capital
New Hampshire
$419M -$78.9M -16% 71
WDG
3435
Wealth Dimensions Group
Ohio
$419M +$10.7M +3% 162
RA
3436
RR Advisors
Texas
$419M +$29.6M +8% 31
RCP
3437
Reverence Capital Partners
New York
$418M +$82.4M +25% 1
CPG
3438
Cornerstone Planning Group
New Jersey
$418M +$10.9M +3% 1,714
BWP
3439
Bernardo Wealth Planning
Pennsylvania
$418M -$9.8K -0% 117
SIAP
3440
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$417M +$4.05M +1% 180
SL
3441
Systelligence LLC
Minnesota
$416M +$11.2M +3% 51
CAC
3442
Core Alternative Capital
Georgia
$416M -$62.4M -13% 365
UAM
3443
UAS Asset Management
New York
$416M +$1M +0.2% 16
BHBT
3444
Burke & Herbert Bank & Trust
Virginia
$416M -$6.1M -1% 235
PA
3445
Parkside Advisors
California
$415M -$9.01M -2% 83
HW
3446
Hamilton Wealth
California
$415M +$2.64M +0.6% 135
GLAM
3447
Gardner Lewis Asset Management
Pennsylvania
$415M +$20.4M +5% 99
MIP
3448
Marietta Investment Partners
Wisconsin
$415M -$39M -9% 167
LT
3449
Legacy Trust
Michigan
$415M -$16M -4% 163
GWM
3450
Gibbs Wealth Management
Georgia
$415M +$46.2M +13% 321