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
DP
3901
Denver PWM
Colorado
$173M +$6.96M +4% 227
PWAC
3902
Private Wealth Advisors (California)
California
$173M +$20.1M +13% 77
HWA
3903
Heritage Way Advisors
Illinois
$173M +$14.6M +9% 63
AFS
3904
Access Financial Services
Minnesota
$173M +$32.2M +23% 79
STA
3905
Summit Trail Advisors
New York
$172M -$109M -39% 121
NCM
3906
Neumann Capital Management
California
$172M +$10.5M +7% 73
SC
3907
Scholtz & Company
Connecticut
$172M +$22.6M +15% 62
CA
3908
Continuum Advisory
Idaho
$172M +$22.6M +15% 142
EFL
3909
ERn Financial LLC
Wisconsin
$172M +$31.9M +23% 71
SFA
3910
Spectrum Financial Alliance
Kentucky
$172M +$17.2M +11% 13
FA
3911
FC Advisory
Pennsylvania
$172M +$7.54M +5% 60
PFT
3912
Providence First Trust
Arizona
$172M +$14M +9% 78
LFA
3913
Landmark Financial Advisors
Kentucky
$172M +$10.8M +7% 68
HAS
3914
HBW Advisory Services
California
$171M +$66.8M +64% 148
VCM
3915
Verde Capital Management
Michigan
$171M 37
SMG
3916
Smart Money Group
Texas
$171M +$46.4M +37% 88
SCM
3917
Stellar Capital Management
Arizona
$171M +$15.6M +10% 83
JCA
3918
Jade Capital Advisors
New Jersey
$171M 75
UC
3919
Unio Capital
New Jersey
$171M +$14.6M +9% 66
BIA
3920
Bigelow Investment Advisors
Maine
$171M +$13.3M +8% 159
TCOK
3921
Trust Company of Kansas
Kansas
$171M 41
VCM
3922
Voce Capital Management
California
$171M -$14.5M -8% 13
VFPI
3923
Vantage Financial Partners (Illinois)
Illinois
$170M +$19.3M +13% 79
XSC
3924
X-Square Capital
Puerto Rico
$170M +$12.3M +8% 81
MPA
3925
Marvin & Palmer Associates
Delaware
$170M +$17.6M +12% 33