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
SHIM
4001
Stone House Investment Management
Pennsylvania
$221M -$72.4M -25% 52
BA
4002
Birinyi Associates
Connecticut
$221M -$69.1M -24% 64
ACM
4003
Anfield Capital Management
California
$221M -$52.5M -19% 108
HA
4004
Herold Advisors
New York
$221M -$60.1M -21% 725
SEEDPG
4005
S.E.E.D. Planning Group
New York
$221M -$13.7M -6% 96
EBT
4006
Enterprise Bank & Trust
Massachusetts
$221M -$33.8M -13% 98
JF
4007
JSF Financial
California
$221M -$14.3M -6% 125
FG
4008
Foundry Group
Colorado
$221M -$62.3M -22% 4
CFO
4009
Colony Family Offices
North Carolina
$221M +$12.2M +6% 76
RWA
4010
Redhawk Wealth Advisors
Minnesota
$221M -$156M -41% 218
BZWA
4011
Blue Zone Wealth Advisors
California
$221M -$47.6M -18% 106
SCM
4012
Stormborn Capital Management
Connecticut
$221M -$12.7M -5% 34
OFS
4013
OneAscent Financial Services
Alabama
$221M +$80.6M +58% 254
WCA
4014
Waypoint Capital Advisors
Minnesota
$220M +$50.2M +30% 146
AWM
4015
Aries Wealth Management
Maine
$220M -$10.8M -5% 233
MFGP
4016
Marshall Financial Group (Pennsylvania)
Pennsylvania
$220M -$30.7M -12% 58
HI
4017
Hoey Investments
Pennsylvania
$220M -$138M -39% 302
WCM
4018
Weik Capital Management
Pennsylvania
$219M -$34.1M -13% 111
SSI
4019
Scott & Selber Inc
Texas
$219M -$40.1M -15% 102
SCM
4020
Stonebridge Capital Management
California
$219M -$57.9M -21% 100
DIM
4021
Delta Investment Management
California
$219M -$118M -35% 157
SC
4022
Sagefield Capital
Texas
$219M -$9.57M -4% 170
SEP
4023
Southland Equity Partners
Missouri
$219M -$21.3M -9% 184
NFGCM
4024
Norman Fields Gottscho Capital Management
New York
$219M -$47.8M -18% 76
CFA
4025
CWS Financial Advisors
Michigan
$219M -$46.1M -17% 174