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
PGAM
3451
Princeton Global Asset Management
New Jersey
$309M +$23.5M +8% 549
FA
3452
Fiducient Advisors
Illinois
$309M +$40M +15% 87
CCG
3453
Cloverfields Capital Group
Minnesota
$309M +$42.8M +16% 63
JSA
3454
Jacobson & Schmitt Advisors
Wisconsin
$309M +$14.6M +5% 46
DCP
3455
Distillate Capital Partners
Illinois
$309M +$99.5M +48% 136
PPP
3456
Private Portfolio Partners
New Jersey
$308M +$25.5M +9% 244
GSBTD
3457
Glenview State Bank Trust Department
Illinois
$308M +$21.3M +7% 124
TP
3458
Toronado Partners
California
$308M -$69.3M -18% 11
SCC
3459
Six Columns Capital
Texas
$308M -$96.8M -24% 53
BSWM
3460
Boston Standard Wealth Management
Massachusetts
$307M +$38.7M +14% 38
PWA
3461
Physician Wealth Advisors
Utah
$307M +$13.5M +5% 149
HLA
3462
Hamilton Lane Advisors
Pennsylvania
$307M +$38.7M +14% 82
UTC
3463
Unified Trust Company
Kentucky
$307M +$134M +78% 78
AFM
3464
Andesa Financial Management
Pennsylvania
$307M +$154M +101% 149
IF
3465
Ironwood Financial
Arizona
$307M +$39.3M +15% 591
SGCA
3466
Steel Grove Capital Advisors
Tennessee
$306M -$100K -0% 146
CDIA
3467
Capital Directions Investment Advisors
Georgia
$306M +$7.43M +2% 385
PFP
3468
Patriot Financial Partners
Pennsylvania
$305M +$71.9M +31% 15
FWM
3469
FFT Wealth Management
Pennsylvania
$305M +$14.2M +5% 27
ACM
3470
Arosa Capital Management
Florida
$305M -$48.4M -14% 90
KAH
3471
Kathryn A. Hall
$305M +$17.9M +6% 58
SRC
3472
Sage Rhino Capital
California
$304M +$51.2M +20% 192
MW
3473
Marks Wealth
Maryland
$304M +$16M +6% 55
SM
3474
Selkirk Management
New Jersey
$304M -$4.36M -1% 24
RPWA
3475
Regent Peak Wealth Advisors
Georgia
$304M +$4.26M +1% 1,169