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
SDH
4026
Sloy Dahl & Holst
Washington
$209M -$53.8M -20% 53
GG
4027
Gleason Group
Kentucky
$208M +$35.2M +20% 197
SCA
4028
Sander Capital Advisors
Washington
$208M +$20.7M +11% 16
APSP
4029
Asset Planning Services (Pennsylvania)
Pennsylvania
$208M -$22.6M -10% 81
EPIM
4030
Equinox Partners Investment Management
Connecticut
$208M -$1.38M -0.7% 17
PFG
4031
Piershale Financial Group
Illinois
$208M +$34.3M +20% 28
AC
4032
Asio Capital
Kentucky
$208M +$25.8M +14% 88
AIA
4033
Allied Investment Advisors
Montana
$208M +$22.2M +12% 50
SC
4034
Searle & Co
Connecticut
$208M +$24.5M +13% 147
CPIA
4035
Cornell Pochily Investment Advisors
New York
$208M +$33.7M +19% 154
SDWIA
4036
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$208M +$40.5M +24% 115
SFG
4037
SageGuard Financial Group
Tennessee
$208M 123
NA
4038
Newport Asia
California
$208M -$16.6M -7% 5
SHI
4039
SV Health Investors
Massachusetts
$208M +$10.2M +5% 10
ACL
4040
APEIRON Capital Ltd
Hong Kong
$208M 9
AJ
4041
Ashburton (Jersey)
Jersey
$207M +$13.7M +7% 94
W
4042
WealthOne
New York
$207M +$29.8M +17% 122
VFM
4043
Vivid Financial Management
California
$207M +$44.7M +27% 140
CF
4044
Copperwynd Financial
Arizona
$207M +$19.2M +10% 127
PFS
4045
Physicians Financial Services
North Carolina
$207M +$6.82M +3% 111
WA
4046
WP Advisors
California
$207M +$41.1M +25% 88
FUBT
4047
First United Bank & Trust
Maryland
$207M +$28.5M +16% 140
SFI
4048
Sonic Fund II
Hawaii
$207M +$64.6M +45% 20
AWMT
4049
AAFMAA Wealth Management & Trust
North Carolina
$207M 62
HKIM
4050
Hayek Kallen Investment Management
Alabama
$207M +$27.8M +16% 73