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
GA
4051
GoalVest Advisory
New York
$300M +$72.5M +32% 487
AFWM
4052
AMJ Financial Wealth Management
Virginia
$299M +$61.8M +26% 84
APWA
4053
Atlas Private Wealth Advisors
New Jersey
$299M -$239M -44% 170
MCAV
4054
Meritech Capital Associates V
California
$299M -$112M -27% 6
MLIC
4055
Mandatum Life Insurance Company
Finland
$299M +$29.5M +11% 90
MLM
4056
Mount Lucas Management
Pennsylvania
$299M +$15.2M +5% 145
WSC
4057
Wellington Shields & Co
New York
$298M +$27.3M +10% 311
MLA
4058
My Legacy Advisors
Oregon
$298M +$21.4M +8% 221
S
4059
Syntrinsic
Colorado
$298M +$7.7M +3% 91
MLFP
4060
MPS Loria Financial Planners
Illinois
$298M +$13M +5% 87
CWA
4061
Canvas Wealth Advisors
Kansas
$298M +$22.5M +8% 162
PDL
4062
Portfolio Design Labs
California
$298M +$33.4M +13% 148
KC
4063
Knuff & Co
California
$297M +$23.2M +8% 133
CFG
4064
Compton Financial Group
Maryland
$297M +$14.7M +5% 37
ACA
4065
Aspire Capital Advisors
Washington
$297M +$50.6M +21% 85
WCM
4066
WealthBridge Capital Management
Ohio
$297M +$30.1M +11% 198
CCG
4067
Cloverfields Capital Group
Minnesota
$297M +$41.7M +16% 105
BA
4068
Ballast Advisors
Minnesota
$297M +$28.9M +11% 179
SCP
4069
Searchlight Capital Partners
New York
$296M -$5.37M -2% 4
OA
4070
Operose Advisors
Wisconsin
$296M +$46.1M +18% 680
DBRC
4071
D.B. Root & Company
Pennsylvania
$296M +$20M +7% 186
CWA
4072
Clarity Wealth Advisors
California
$296M +$31.2M +12% 89
CNC
4073
Citizens & Northern Corp
Pennsylvania
$296M +$15.6M +6% 115
ACM
4074
Aisling Capital Management
New York
$295M -$39.7M -12% 17
BCM
4075
Buckhead Capital Management
Georgia
$295M +$25.4M +9% 124