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
DI
3926
DFPG Investments
Utah
$217M +$30.2M +16% 195
PFSC
3927
Peoples Financial Services Corp
Pennsylvania
$217M +$18.8M +9% 298
HIP
3928
HUB Investment Partners
Texas
$217M 158
UBPAM
3929
Union Bancaire Privee Asset Management
New York
$217M -$44.8M -17% 40
AP
3930
Arlington Partners
Alabama
$217M +$34.7M +19% 241
SAM
3931
Smithbridge Asset Management
Pennsylvania
$217M +$23.5M +12% 88
HWA
3932
Heritage Way Advisors
Illinois
$217M +$26.6M +14% 67
SRSA
3933
S.R. Schill & Associates
Washington
$217M +$19.9M +10% 91
CSUI
3934
Cincinnati Specialty Underwriters Insurance
Ohio
$217M +$23.7M +12% 37
RCM
3935
RB Capital Management
Nevada
$217M +$3.73M +2% 151
MCM
3936
Monument Capital Management
Virginia
$216M +$26.8M +14% 99
TWP
3937
Total Wealth Planning
Ohio
$216M +$23.6M +12% 42
HWM
3938
Hemington Wealth Management
Virginia
$216M 81
RA
3939
Riversedge Advisors
Delaware
$216M +$26.8M +14% 50
CIM
3940
Cowen Investment Management
New York
$216M -$20.2M -9% 196
KIG
3941
Kowal Investment Group
Wisconsin
$215M 90
OFCM
3942
One Fin Capital Management
California
$215M +$59.4M +38% 30
WOC
3943
West Oak Capital
California
$215M +$33.4M +18% 357
RFA
3944
Radnor Financial Advisors
Pennsylvania
$215M +$40.6M +23% 21
SI
3945
SimpliFi Inc
California
$215M +$13.8M +7% 26
ACM
3946
Atalaya Capital Management
New York
$215M 80
HIM
3947
Hotaling Investment Management
Pennsylvania
$214M +$29.4M +16% 120
BIA
3948
BHK Investment Advisors
Alabama
$214M +$36.6M +21% 63
TJHA
3949
Thomas J. Herzfeld Advisors
Florida
$214M +$65.4M +44% 313
BW
3950
Bison Wealth
Georgia
$214M +$43.8M +26% 423