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
ARG
4151
Advisory Resource Group
Oklahoma
$214M +$12.4M +6% 128
SI
4152
SimpliFi Inc
California
$214M -$537K -0.3% 23
DFA
4153
Delta Financial Advisors
Louisiana
$214M +$14.3M +7% 111
JSAM
4154
J. Safra Asset Management
New York
$214M +$21.2M +11% 33
AFA
4155
Atlanta Financial Associates
Georgia
$214M -$368K -0.2% 78
NC
4156
NovaPoint Capital
Georgia
$213M +$21.8M +11% 124
AFS
4157
Access Financial Services
Minnesota
$213M +$8.97M +4% 112
DM
4158
Diker Management
New York
$213M +$15.4M +8% 40
KCM
4159
Knighthead Capital Management
New York
$213M -$11.9M -5% 15
PWS
4160
Peloton Wealth Strategists
Indiana
$213M +$11.1M +5% 90
SCM
4161
Stonehill Capital Management
New York
$213M -$117M -36% 19
SIM
4162
SW Investment Management
Colorado
$213M +$57.5M +37% 12
SSWG
4163
Seven Springs Wealth Group
Tennessee
$212M +$18.8M +10% 276
ICM
4164
ISZO Capital Management
New York
$212M +$117M +122% 6
HA
4165
HYA Advisors
Missouri
$212M +$23.3M +12% 141
SAM
4166
Silphium Asset Management
United Kingdom
$212M +$112M +113% 52
SST
4167
S Squared Technology
New York
$212M +$37.1M +21% 41
DC
4168
DeDora Capital
California
$211M +$8.67M +4% 98
UC
4169
Unio Capital
New Jersey
$211M +$8.01M +4% 57
AB
4170
Atlas Brown
Kentucky
$211M +$17.7M +9% 172
OCP
4171
Oakcliff Capital Partners
New York
$211M -$41.1M -16% 10
SCM
4172
Sitrin Capital Management
California
$211M +$10.5M +5% 42
BWM
4173
BCS Wealth Management
Tennessee
$211M +$18.1M +9% 163
TWM
4174
TMD Wealth Management
Arizona
$210M +$32M +18% 45
HAFS
4175
Hapanowicz & Associates Financial Services
Pennsylvania
$210M +$17.3M +9% 38