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
SWMG
4201
Sanchez Wealth Management Group
Florida
$201M -$36.6M -15% 34
PI
4202
Pettee Investors
Connecticut
$201M -$26.4M -12% 122
AEPLI
4203
AH Equity Partners LSV III
California
$201M -$172M -46% 3
BCIM
4204
Bishop & Co Investment Management
Pennsylvania
$201M -$30.9M -13% 25
PA
4205
Paragon Advisors
Texas
$201M -$38.2M -16% 86
TGM
4206
Tenzing Global Management
California
$201M -$58.6M -23% 14
VFIC
4207
Valley Forge Investment Consultants
Pennsylvania
$201M -$42.1M -17% 89
LAM
4208
Lapides Asset Management
Connecticut
$200M -$27.6M -12% 68
DFA
4209
Delta Financial Advisors
Louisiana
$200M -$33.9M -14% 119
LFM
4210
Lumina Fund Management
New York
$200M -$48.3M -19% 78
GWA
4211
Geometric Wealth Advisors
District of Columbia
$200M +$167M +500% 39
APW
4212
Acima Private Wealth
Virginia
$200M -$16.2M -7% 243
FRM
4213
Fox Run Management
Connecticut
$200M +$20.7M +12% 814
E
4214
ETFidea
New York
$200M -$31.6M -14% 115
MLA
4215
My Legacy Advisors
Oregon
$200M -$15.4M -7% 214
CGFA
4216
Colton Groome Financial Advisors
North Carolina
$200M -$16.2M -7% 121
SRSA
4217
S.R. Schill & Associates
Washington
$200M -$37.8M -16% 81
MCIA
4218
Mountain Capital Investment Advisors
Colorado
$200M -$11.8M -6% 96
VCM
4219
Voce Capital Management
California
$200M -$53.2M -21% 11
TWA
4220
Tillar-Wenstrup Advisors
Ohio
$200M -$8.85M -4% 53
TWCM
4221
True Wind Capital Management
California
$200M -$112M -36% 3
BE
4222
Bonness Enterprises
District of Columbia
$200M -$17.6M -8% 40
HJIM
4223
Henry James International Management
New York
$200M -$54M -21% 141
OIA
4224
Optimum Investment Advisors
Illinois
$200M -$37.7M -16% 897
MHP
4225
Manatuck Hill Partners
Connecticut
$200M -$57M -22% 142