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
SFA
3626
Source Financial Advisors
New York
$296M -$8.25M -3% 137
ESB
3627
Essex Savings Bank
Connecticut
$296M -$3.2M -1% 243
SFC
3628
Strategic Financial Concepts
Texas
$296M +$24.8M +9% 288
ARAM
3629
Ardmore Road Asset Management
New York
$296M -$35.9M -11% 42
WAS
3630
WESPAC Advisors SoCal
California
$296M +$3.9M +1% 93
CSC
3631
Cove Street Capital
California
$296M -$26.6M -8% 85
DBIA
3632
Dumont & Blake Investment Advisors
New Jersey
$296M -$12M -4% 194
SAM
3633
Satovsky Asset Management
New York
$295M -$726K -0.2% 44
GH
3634
Geisinger Health
Pennsylvania
$295M -$17.3M -6% 5
KIC
3635
Keating Investment Counselors
Florida
$295M +$18.3M +7% 84
MJP
3636
Michael J. Puzo
$295M -$21.1M -7% 80
AWM
3637
Adams Wealth Management
Utah
$295M -$25.5M -8% 103
KAH
3638
Kathryn A. Hall
$295M -$12.2M -4% 52
SDWIA
3639
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$295M -$4.51M -2% 142
WCAMG
3640
Woodard & Company Asset Management Group
North Carolina
$295M -$6.78M -2% 102
HP
3641
Harbourvest Partners
Massachusetts
$295M -$57.6M -16% 63
SPC
3642
Stony Point Capital
New York
$294M -$13.8M -4% 33
PCFFS
3643
Pacific Center for Financial Services
California
$294M -$9.7M -3% 423
CF
3644
Corrigan Financial
Rhode Island
$294M -$24.4M -8% 79
ACM
3645
Ararat Capital Management
Connecticut
$294M -$4.76M -2% 21
SC
3646
Searle & Co
Connecticut
$294M -$29M -9% 152
UCMOK
3647
United Capital Management of KS
Kansas
$294M -$18.4M -6% 81
RSS
3648
Rosenblum Silverman Sutton
California
$294M -$9.37M -3% 72
ECA
3649
Elevated Capital Advisors
Utah
$294M -$6.94M -2% 186
HIP
3650
Harrell Investment Partners
Texas
$294M -$1.35M -0.5% 102