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
CCG
3451
Cloverfields Capital Group
Minnesota
$309M +$42.8M +16% 63
JSA
3452
Jacobson & Schmitt Advisors
Wisconsin
$309M +$14.6M +5% 46
DCP
3453
Distillate Capital Partners
Illinois
$309M +$99.5M +48% 136
PPP
3454
Private Portfolio Partners
New Jersey
$308M +$25.5M +9% 244
GSBTD
3455
Glenview State Bank Trust Department
Illinois
$308M +$21.3M +7% 124
TP
3456
Toronado Partners
California
$308M -$69.3M -18% 11
SCC
3457
Six Columns Capital
Texas
$308M -$96.8M -24% 53
BSWM
3458
Boston Standard Wealth Management
Massachusetts
$307M +$38.7M +14% 38
PWA
3459
Physician Wealth Advisors
Utah
$307M +$13.5M +5% 149
HLA
3460
Hamilton Lane Advisors
Pennsylvania
$307M +$38.7M +14% 82
UTC
3461
Unified Trust Company
Kentucky
$307M +$134M +78% 78
AFM
3462
Andesa Financial Management
Pennsylvania
$307M +$154M +101% 149
IF
3463
Ironwood Financial
Arizona
$307M +$39.3M +15% 591
SGCA
3464
Steel Grove Capital Advisors
Tennessee
$306M -$100K -0% 146
CDIA
3465
Capital Directions Investment Advisors
Georgia
$306M +$7.43M +2% 385
PFP
3466
Patriot Financial Partners
Pennsylvania
$305M +$71.9M +31% 15
FWM
3467
FFT Wealth Management
Pennsylvania
$305M +$14.2M +5% 27
ACM
3468
Arosa Capital Management
Florida
$305M -$48.4M -14% 90
KAH
3469
Kathryn A. Hall
$305M +$17.9M +6% 58
SRC
3470
Sage Rhino Capital
California
$304M +$51.2M +20% 192
MW
3471
Marks Wealth
Maryland
$304M +$16M +6% 55
SM
3472
Selkirk Management
New Jersey
$304M -$4.36M -1% 24
RPWA
3473
Regent Peak Wealth Advisors
Georgia
$304M +$4.26M +1% 1,169
DPI
3474
Diversified Portfolios Inc
Michigan
$304M +$24.4M +9% 99
OCM
3475
Ogborne Capital Management
California
$304M -$68.4M -18% 12