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
SIA
3501
SeaBridge Investment Advisors
New Jersey
$386M +$6.27M +2% 155
VPP
3502
Vertex Planning Partners
Illinois
$385M +$23.9M +7% 159
DWA
3503
Dorsey Wright & Associates
California
$385M +$1.95M +0.5% 140
EFG
3504
Everhart Financial Group
Ohio
$385M +$41.9M +12% 309
FMTC
3505
Farmers & Merchants Trust Company
California
$385M -$19.6M -5% 204
TLA
3506
Tree Line Advisors
Hong Kong
$385M +$53.8M +16% 8
VFPW
3507
Vantage Financial Partners (Wisconsin)
Wisconsin
$385M +$13.7M +4% 160
GIPM
3508
G2 Investment Partners Management
New York
$385M +$9.94M +3% 90
SNT
3509
SIG North Trading
Pennsylvania
$385M +$111M +41% 103
SHIM
3510
Stone House Investment Management
Pennsylvania
$385M -$40.5M -10% 443
BONH
3511
Bank of New Hampshire
New Hampshire
$385M +$4.21M +1% 503
BHWA
3512
Beacon Harbor Wealth Advisors
Virginia
$384M +$6.68M +2% 84
SMI
3513
Shelter Mutual Insurance
Missouri
$384M -$3.82M -1% 68
CWM
3514
Concentric Wealth Management
California
$384M +$7.89M +2% 138
WPA
3515
West Paces Advisors
Georgia
$383M +$4.04M +1% 615
AT
3516
Avenir Tech
Hong Kong
$383M 6
BCM
3517
Boone Capital Management
Georgia
$383M -$111M -22% 24
AF
3518
Affiance Financial
Minnesota
$383M +$14.1M +4% 97
SDAM
3519
Shulman DeMeo Asset Management
New York
$383M +$5.4M +1% 135
CCM
3520
Carderock Capital Management
Maryland
$382M +$25.4M +7% 75
UW
3521
Unique Wealth
Florida
$382M +$27.6M +8% 94
RW
3522
REDW Wealth
New Mexico
$382M +$10.6M +3% 166
WAM
3523
Wilson Asset Management
Australia
$382M -$5.62M -1% 30
RCI
3524
RS Crum Inc
California
$382M +$14.9M +4% 96
QFA
3525
Quattro Financial Advisors
Texas
$382M +$29.8M +8% 89