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
SL
3526
Systelligence LLC
Minnesota
$382M +$15.9M +4% 42
CT
3527
Clearstead Trust
Maine
$382M +$16.6M +5% 450
WCA
3528
Waypoint Capital Advisors
Minnesota
$382M +$38.4M +11% 120
WAS
3529
WESPAC Advisors SoCal
California
$382M +$39M +11% 98
ETS
3530
ESL Trust Services
New York
$382M +$35.5M +10% 134
PCA
3531
Peddock Capital Advisors
Massachusetts
$382M +$53.5M +16% 156
BF
3532
Blankinship & Foster
California
$382M +$30.3M +9% 71
CPRC
3533
Consolidated Portfolio Review Corp
New York
$381M -$56.3M -13% 336
FCM
3534
Fortis Capital Management
Washington
$381M -$9.74M -2% 148
BONH
3535
Bank of New Hampshire
New Hampshire
$380M +$28M +8% 500
MWA
3536
MFA Wealth Advisors
Pennsylvania
$380M +$24.7M +7% 99
CA
3537
Crumly & Associates
Illinois
$380M +$36.7M +11% 133
IP
3538
Intellectus Partners
California
$380M +$33.8M +10% 278
CAMV
3539
Concord Asset Management (Virginia)
Virginia
$380M +$40M +12% 144
LRWA
3540
Long Run Wealth Advisors
New York
$380M +$33.6M +10% 98
APC
3541
Aspire Private Capital
North Carolina
$380M +$42.1M +12% 767
WPA
3542
West Paces Advisors
Georgia
$379M +$23.6M +7% 677
SIA
3543
SeaBridge Investment Advisors
New Jersey
$379M +$35.6M +10% 152
HG
3544
Harbor Group
New Hampshire
$379M +$30.3M +9% 87
GJCM
3545
Grand Jean Capital Management
California
$379M +$44.4M +13% 45
SC
3546
Saybrook Capital
North Carolina
$379M +$18.3M +5% 53
SWM
3547
Scissortail Wealth Management
Oklahoma
$379M +$63M +20% 215
AFGI4KRSP
3548
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$378M +$43.9M +13% 1
TAM
3549
TCP Asset Management
Ohio
$378M +$108M +40% 84
CP
3550
Caligan Partners
New York
$378M +$81.8M +28% 15