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
SC
4001
Searle & Co
Connecticut
$208M +$24.5M +13% 147
CPIA
4002
Cornell Pochily Investment Advisors
New York
$208M +$33.7M +19% 154
SDWIA
4003
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$208M +$40.5M +24% 115
SFG
4004
SageGuard Financial Group
Tennessee
$208M 123
NA
4005
Newport Asia
California
$208M -$16.6M -7% 5
SHI
4006
SV Health Investors
Massachusetts
$208M +$10.2M +5% 10
ACL
4007
APEIRON Capital Ltd
Hong Kong
$208M 9
AJ
4008
Ashburton (Jersey)
Jersey
$207M +$13.7M +7% 94
W
4009
WealthOne
New York
$207M +$29.8M +17% 122
VFM
4010
Vivid Financial Management
California
$207M +$44.7M +27% 140
CF
4011
Copperwynd Financial
Arizona
$207M +$19.2M +10% 127
PFS
4012
Physicians Financial Services
North Carolina
$207M +$6.82M +3% 111
WA
4013
WP Advisors
California
$207M +$41.1M +25% 88
FUBT
4014
First United Bank & Trust
Maryland
$207M +$28.5M +16% 140
SFI
4015
Sonic Fund II
Hawaii
$207M +$64.6M +45% 20
AWMT
4016
AAFMAA Wealth Management & Trust
North Carolina
$207M 62
HKIM
4017
Hayek Kallen Investment Management
Alabama
$207M +$27.8M +16% 73
BZWA
4018
Blue Zone Wealth Advisors
California
$207M +$29.4M +17% 78
OWM
4019
Opes Wealth Management
California
$206M -$1.97M -0.9% 80
DS
4020
Dalal Street
Texas
$206M +$57.2M +38% 2
UFG
4021
United Fire Group
Iowa
$206M +$7.89M +4% 111
LRIC
4022
Long Road Investment Counsel
Michigan
$206M +$28.6M +16% 72
BCM
4023
Boltwood Capital Management
California
$206M +$26.7M +15% 144
CFS
4024
Cannon Financial Strategists
Georgia
$206M +$23.8M +13% 58
CAG
4025
Curtis Advisory Group
California
$205M +$35.8M +21% 76