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
EA
3751
Ecofin Advisors
United Kingdom
$239M +$32M +15% 34
WAM
3752
Wakefield Asset Management
Colorado
$239M +$26.1M +12% 195
BS
3753
Bessemer Securities
New York
$239M +$23.7M +11% 88
CAGAS
3754
Capital Advisory Group Advisory Services
Minnesota
$238M +$45.4M +24% 578
SWP
3755
Strategic Wealth Partners
Ohio
$238M +$40.5M +20% 183
AFGI4KRSP
3756
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$238M +$54.9M +30% 1
SC
3757
Schoolcraft Capital
Colorado
$238M +$25.7M +12% 50
CCM
3758
CWH Capital Management
Washington
$238M +$18.2M +8% 97
CFS
3759
CRA Financial Services
New Jersey
$238M +$28.6M +14% 163
CIC
3760
Canal Insurance Company
South Carolina
$238M -$9.3M -4% 57
FAAM
3761
First Ascent Asset Management
Colorado
$237M +$53.1M +29% 28
YIH
3762
Y-Intercept (HK)
Hong Kong
$237M 490
AFA
3763
Arlington Financial Advisors
California
$237M +$41.9M +21% 62
LTI
3764
Laffer Tengler Investments
Tennessee
$237M +$37.1M +19% 321
NPT
3765
Nixon Peabody Trust
Massachusetts
$237M +$19.9M +9% 75
MIC
3766
Meridian Investment Counsel
California
$237M +$30.6M +15% 190
TFM
3767
TFC Financial Management
Massachusetts
$237M +$34.8M +17% 609
CWM
3768
Cordatus Wealth Management
Pennsylvania
$237M +$28.9M +14% 162
CYG
3769
Clean Yield Group
Vermont
$237M +$34.8M +17% 450
WA
3770
Winfield Associates
Ohio
$237M +$26.9M +13% 139
OCM
3771
Oakview Capital Management
Texas
$237M +$7.52M +3% 17
RPSA
3772
Richard P. Slaughter Associates
Texas
$237M +$18.3M +8% 104
APW
3773
Aurora Private Wealth
New Jersey
$236M +$2.69M +1% 230
CP
3774
Covenant Partners
Tennessee
$236M +$29.6M +14% 205
P
3775
Paradiem
Louisiana
$236M 88