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
FA
3551
Fiducient Advisors
Illinois
$269M +$91.4M +51% 80
BWM
3552
BT Wealth Management
Georgia
$269M +$38.8M +17% 67
PCI
3553
Pacifica Capital Investments
Texas
$269M +$52.2M +24% 19
CCM
3554
Crossvault Capital Management
Texas
$269M +$38.4M +17% 76
ACM
3555
Argyle Capital Management
Pennsylvania
$269M +$24.5M +10% 128
BSWM
3556
Boston Standard Wealth Management
Massachusetts
$269M +$31.3M +13% 37
BHTS
3557
Bar Harbor Trust Services
Maine
$268M +$31.3M +13% 128
HLA
3558
Hamilton Lane Advisors
Pennsylvania
$268M +$61.5M +30% 64
SFPM
3559
Sensible Financial Planning & Management
Massachusetts
$268M +$23.8M +10% 43
BAM
3560
Bullseye Asset Management
Colorado
$268M +$48.6M +22% 111
SAG
3561
Spotlight Asset Group
Illinois
$268M +$14M +6% 159
5NCM
3562
59 North Capital Management
Texas
$268M 13
IA
3563
Inspire Advisors
Idaho
$268M 837
ACM
3564
Altium Capital Management
New York
$268M 94
WCM
3565
Windsor Capital Management
Arizona
$268M +$28.5M +12% 120
RP
3566
Rice Partnership
Hawaii
$268M +$37.2M +16% 112
JAG
3567
Journey Advisory Group
Kentucky
$267M 180
IF
3568
Ironwood Financial
Arizona
$267M +$68.2M +34% 516
GLCM
3569
Greenlea Lane Capital Management
Connecticut
$267M +$7.14M +3% 11
PA
3570
Parkside Advisors
California
$267M +$39.6M +17% 72
JSL
3571
JT Stratford LLC
Georgia
$267M +$34.8M +15% 186
LKIM
3572
Lawson Kroeker Investment Management
Nebraska
$267M +$42.5M +19% 62
PW
3573
Peninsula Wealth
California
$266M +$33M +14% 54
SHCM
3574
Silver Heights Capital Management
Ontario, Canada
$266M +$52.3M +24% 7
CCG
3575
Cloverfields Capital Group
Minnesota
$266M 56