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
SHFA
3901
SC&H Financial Advisors
Maryland
$241M +$41.4M +21% 131
SACTSONJ
3902
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$241M +$12.2M +5% 218
SAM
3903
Satovsky Asset Management
New York
$241M +$67.3M +39% 40
CCM
3904
Carderock Capital Management
Maryland
$241M +$45.2M +23% 68
NC
3905
NinePointTwo Capital
California
$241M -$6.91M -3% 291
IC
3906
Ikarian Capital
Texas
$241M +$40.6M +20% 92
FSA
3907
Financial Sense Advisors
California
$241M +$4.92M +2% 103
FSG
3908
Financial Strategies Group
Michigan
$241M +$20.1M +9% 82
KWA
3909
KCS Wealth Advisory
California
$241M +$23.9M +11% 148
ACM
3910
ADW Capital Management
Florida
$240M +$59.7M +33% 6
NME
3911
Notis-McConarty Edward
$240M +$16.6M +7% 98
CFO
3912
Colony Family Offices
North Carolina
$240M +$9.13M +4% 81
CCM
3913
Cobalt Capital Management
New Jersey
$240M -$7.16M -3% 38
ONPI
3914
Owls Nest Partners IA
Pennsylvania
$240M -$9.27M -4% 16
BA
3915
Bridge Advisory
California
$240M +$34.5M +17% 136
IWMA
3916
Ironwood Wealth Management (Arizona)
Arizona
$239M +$15.9M +7% 56
SA
3917
Sycale Advisors
New York
$239M -$13.4M -5% 26
BU
3918
Brown University
Rhode Island
$239M -$7.25M -3% 7
WCM
3919
WealthBridge Capital Management
Ohio
$239M +$4.91M +2% 214
AFG
3920
Allegheny Financial Group
Pennsylvania
$239M +$26.7M +13% 175
CWA
3921
Canvas Wealth Advisors
Kansas
$239M +$4.32M +2% 154
ASW
3922
Astoria Strategic Wealth
Texas
$239M +$20M +9% 33
IP
3923
Ignite Planners
California
$239M +$114M +91% 257
MAM
3924
MPM Asset Management
Massachusetts
$239M -$23.5M -9% 9
KC
3925
Kize Capital
New York
$239M +$22.5M +10% 8