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
PWA
3451
Physician Wealth Advisors
Utah
$307M +$13.5M +5% 149
HLA
3452
Hamilton Lane Advisors
Pennsylvania
$307M +$38.7M +14% 82
UTC
3453
Unified Trust Company
Kentucky
$307M +$134M +78% 78
AFM
3454
Andesa Financial Management
Pennsylvania
$307M +$154M +101% 149
IF
3455
Ironwood Financial
Arizona
$307M +$39.3M +15% 591
SGCA
3456
Steel Grove Capital Advisors
Tennessee
$306M -$100K -0% 146
CDIA
3457
Capital Directions Investment Advisors
Georgia
$306M +$7.43M +2% 385
PFP
3458
Patriot Financial Partners
Pennsylvania
$305M +$71.9M +31% 15
FWM
3459
FFT Wealth Management
Pennsylvania
$305M +$14.2M +5% 27
ACM
3460
Arosa Capital Management
Florida
$305M -$48.4M -14% 90
KAH
3461
Kathryn A. Hall
$305M +$17.9M +6% 58
SRC
3462
Sage Rhino Capital
California
$304M +$51.2M +20% 192
MW
3463
Marks Wealth
Maryland
$304M +$16M +6% 55
SM
3464
Selkirk Management
New Jersey
$304M -$4.36M -1% 24
RPWA
3465
Regent Peak Wealth Advisors
Georgia
$304M +$4.26M +1% 1,169
DPI
3466
Diversified Portfolios Inc
Michigan
$304M +$24.4M +9% 99
OCM
3467
Ogborne Capital Management
California
$304M -$68.4M -18% 12
SWM
3468
Southern Wealth Management
Texas
$304M +$39.8M +15% 57
CBOR
3469
Community Bank of Raymore
Missouri
$303M +$38.6M +15% 68
AIA
3470
Alera Investment Advisors
Illinois
$303M +$19.9M +7% 91
GSWM
3471
Golden State Wealth Management
California
$303M -$41.8M -12% 248
CWM
3472
Concentric Wealth Management
California
$303M +$31.2M +11% 129
P
3473
Paradiem
Louisiana
$303M +$66.7M +28% 107
HP
3474
HT Partners
Connecticut
$303M +$6.47M +2% 48
SIA
3475
SeaBridge Investment Advisors
New Jersey
$303M +$25.3M +9% 137