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
SIA
3901
Strategic Investment Advisors
Michigan
$146M +$34.6M +31% 139
NFG
3902
Nations Financial Group
Iowa
$146M +$21M +17% 177
ATC
3903
Adirondack Trust Company
New York
$146M +$16.6M +13% 372
AIA
3904
AIMZ Investment Advisors
California
$146M +$16.2M +13% 99
MMHP
3905
Murphy Middleton Hinkle & Parker
Georgia
$146M +$14.5M +11% 129
WGCA
3906
Wolf Group Capital Advisors
Virginia
$146M +$11.2M +8% 86
LSPW
3907
Lake Street Private Wealth
Illinois
$145M 98
NL
3908
NKCFO LLC
Illinois
$145M +$16.5M +13% 125
FLA
3909
Financial Life Advisors
Texas
$145M +$16.1M +12% 49
VNB
3910
Virginia National Bank
Virginia
$145M +$9.37M +7% 107
EA
3911
Ecofin Advisors
United Kingdom
$145M +$3.45M +2% 28
PC
3912
Pecaut & Co
Iowa
$145M +$23.5M +19% 78
WA
3913
WESPAC Advisors
California
$145M +$41.6M +40% 141
SFA
3914
Semmax Financial Advisors
North Carolina
$145M +$16.6M +13% 514
VAM
3915
Velanne Asset Management
United Kingdom
$145M +$19.6M +16% 23
CA
3916
Continental Advisors
Utah
$145M -$75.8M -34% 78
TWM
3917
Tolleson Wealth Management
Texas
$145M -$25.5M -15% 50
PWS
3918
Peloton Wealth Strategists
Indiana
$144M +$21.6M +18% 70
SI
3919
Shaker Investments
Ohio
$144M +$29.2M +25% 85
OWSCM
3920
One William Street Capital Management
New York
$144M +$110M +319% 5
GCM
3921
Garland Capital Management
Washington
$144M +$5.82M +4% 39
BIA
3922
Bigelow Investment Advisors
Maine
$144M +$10.4M +8% 158
AIA
3923
Allied Investment Advisors
Montana
$144M +$23.1M +19% 47
MP
3924
Marlowe Partners
New York
$144M +$33M +30% 13
IGGA
3925
Iron Gate Global Advisors
Utah
$144M +$10.7M +8% 68