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
SF
3826
Schooner Foundation
Massachusetts
$112M -$8.38M -7% 2
PWS
3827
Paragon Wealth Strategies
Florida
$112M -$10.2M -8% 28
AFM
3828
Abbot Financial Management
Massachusetts
$112M 96
TIA
3829
Tiemann Investment Advisors
California
$111M +$3.5M +3% 168
MGIA
3830
Matthew Goff Investment Advisor
Texas
$111M +$6.86M +7% 38
WOA
3831
Water Oak Advisors
Florida
$111M +$23.9M +27% 18
SCM
3832
SkyTop Capital Management
New Jersey
$111M +$4.31M +4% 31
RSA
3833
Robertson Stephens Advisors
California
$111M -$736K -0.7% 91
ACM
3834
AUA Capital Management
Pennsylvania
$111M +$11.2M +11% 219
EPIM
3835
Equinox Partners Investment Management
Connecticut
$111M +$15.4M +16% 9
PI
3836
Pachira Investments
California
$111M +$1.36M +1% 9
WVP
3837
Worth Venture Partners
New Jersey
$111M +$1.46M +1% 145
BCFS
3838
Butensky & Cohen Financial Security
Florida
$111M +$1.67M +2% 136
RMSCM
3839
R.M. Sincerbeaux Capital Management
New York
$111M +$3.37M +3% 54
WA
3840
Wheatland Advisors
Pennsylvania
$111M -$1.04M -0.9% 94
BIMC
3841
Benson Investment Management Company
Virginia
$111M +$9.4M +9% 101
LFWA
3842
LBJ Family Wealth Advisors
Texas
$111M +$5.31M +5% 17
PIM
3843
Profit Investment Management
Maryland
$111M -$12.6M -10% 101
BCIM
3844
Bishop & Co Investment Management
Pennsylvania
$110M +$836K +0.8% 17
IP
3845
Investment Partners
Ohio
$110M +$6.17M +6% 121
BHBT
3846
Burke & Herbert Bank & Trust
Virginia
$110M -$1.81M -2% 140
CSUI
3847
Cincinnati Specialty Underwriters Insurance
Ohio
$110M +$2.76M +3% 33
SIAM
3848
Sterling Investment Advisors (Missouri)
Missouri
$110M +$5.14M +5% 26
NWM
3849
Northwest Wealth Management
Iowa
$110M +$1.48M +1% 98
NWP
3850
Northstar Wealth Partners
Connecticut
$109M +$1.98M +2% 141