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
IG
3676
Inherent Group
New York
$201M +$125M +164% 23
SI
3677
SimpliFi Inc
California
$201M +$10.1M +5% 25
CF
3678
Corrigan Financial
Rhode Island
$201M +$14.5M +8% 67
KCP
3679
KDI Capital Partners
North Carolina
$201M +$8.28M +4% 30
SPC
3680
Stony Point Capital
New York
$200M +$23.5M +13% 33
CIC
3681
Chase Investment Counsel
Virginia
$200M +$2.68M +1% 117
AC
3682
Albar Capital
United Kingdom
$200M +$8M +4% 49
PFS
3683
Physicians Financial Services
North Carolina
$200M +$19.4M +11% 110
BFC
3684
Bedel Financial Consulting
Indiana
$200M +$14.5M +8% 888
LTI
3685
Laffer Tengler Investments
Tennessee
$200M +$25.9M +15% 286
SA
3686
Stewardship Advisors
Pennsylvania
$200M +$19.4M +11% 37
SP
3687
SWS Partners
Ohio
$200M +$121M +154% 118
S
3688
SimplyRich
California
$199M +$17.7M +10% 150
PIA
3689
Perennial Investment Advisors
California
$199M +$51.7M +35% 163
AWA
3690
Arkadios Wealth Advisors
Georgia
$199M +$19.1M +11% 1,163
SM
3691
Saya Management
New York
$199M +$3.16M +2% 14
IF
3692
Ironwood Financial
Arizona
$199M +$13.9M +8% 459
QPWM
3693
Quadrant Private Wealth Management
Pennsylvania
$199M +$25.5M +15% 191
PFSC
3694
Peoples Financial Services Corp
Pennsylvania
$199M +$8.82M +5% 312
ST
3695
Somerset Trust
Pennsylvania
$199M +$11M +6% 124
ECM
3696
Engine Capital Management
New York
$198M +$46.3M +30% 43
MWP
3697
Meridian Wealth Partners
Pennsylvania
$198M +$12.4M +7% 227
UFG
3698
United Fire Group
Iowa
$198M -$8.85M -4% 116
AAI
3699
American Assets Inc
California
$198M -$28.1M -12% 8
AIM
3700
AMI Investment Management
Indiana
$198M +$9.98M +5% 72