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
DT
3676
Daniels + Tansey
Delaware
$201M 27
BHWM
3677
Bay Harbor Wealth Management
Maryland
$201M +$13.3M +7% 439
IG
3678
Inherent Group
New York
$201M +$125M +164% 23
SI
3679
SimpliFi Inc
California
$201M +$10.1M +5% 25
CF
3680
Corrigan Financial
Rhode Island
$201M +$14.5M +8% 67
KCP
3681
KDI Capital Partners
North Carolina
$201M +$8.28M +4% 30
SPC
3682
Stony Point Capital
New York
$200M +$23.5M +13% 33
CIC
3683
Chase Investment Counsel
Virginia
$200M +$2.68M +1% 117
AC
3684
Albar Capital
United Kingdom
$200M +$8M +4% 49
PFS
3685
Physicians Financial Services
North Carolina
$200M +$19.4M +11% 110
BFC
3686
Bedel Financial Consulting
Indiana
$200M +$14.5M +8% 888
LTI
3687
Laffer Tengler Investments
Tennessee
$200M +$25.9M +15% 286
SA
3688
Stewardship Advisors
Pennsylvania
$200M +$19.4M +11% 37
SP
3689
SWS Partners
Ohio
$200M +$121M +154% 118
S
3690
SimplyRich
California
$199M +$17.7M +10% 150
PIA
3691
Perennial Investment Advisors
California
$199M +$51.7M +35% 163
AWA
3692
Arkadios Wealth Advisors
Georgia
$199M +$19.1M +11% 1,163
SM
3693
Saya Management
New York
$199M +$3.16M +2% 14
IF
3694
Ironwood Financial
Arizona
$199M +$13.9M +8% 459
QPWM
3695
Quadrant Private Wealth Management
Pennsylvania
$199M +$25.5M +15% 191
PFSC
3696
Peoples Financial Services Corp
Pennsylvania
$199M +$8.82M +5% 312
ST
3697
Somerset Trust
Pennsylvania
$199M +$11M +6% 124
ECM
3698
Engine Capital Management
New York
$198M +$46.3M +30% 43
MWP
3699
Meridian Wealth Partners
Pennsylvania
$198M +$12.4M +7% 227
UFG
3700
United Fire Group
Iowa
$198M -$8.85M -4% 116