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
BFWA
4501
Benchmark Financial Wealth Advisors
Florida
$232M +$19.3M +9% 81
PWAC
4502
Private Wealth Advisors (California)
California
$232M +$3.8M +2% 84
VAM
4503
Vert Asset Management
California
$232M +$34.6M +18% 42
BHMP
4504
Bardin Hill Management Partners
New York
$232M -$72.6M -24% 64
ATC
4505
Adirondack Trust Company
New York
$231M +$31M +15% 523
AFG
4506
ABLE Financial Group
Arizona
$231M +$31.2M +16% 156
CPA
4507
Capital Performance Advisors
California
$231M +$34.9M +18% 80
IPW
4508
Intergy Private Wealth
Colorado
$231M +$31.4M +16% 75
SCM
4509
Stonepine Capital Management
Oregon
$231M -$69.8M -23% 23
IF
4510
Insight Folios
North Carolina
$231M +$26.5M +13% 120
FNWM
4511
Financial Network Wealth Management
Utah
$231M +$26.1M +13% 116
MC
4512
Mount Capital
United Kingdom
$231M -$2.62M -1% 19
SFP
4513
Sterling Financial Planning
New Jersey
$231M +$35.7M +18% 102
PWS
4514
Peloton Wealth Strategists
Indiana
$231M +$14M +6% 97
PFSC
4515
Peoples Financial Services Corp
Pennsylvania
$231M +$18.4M +9% 260
RCS
4516
Retirement Capital Strategies
California
$231M +$17.1M +8% 76
IAA
4517
Ironsides Asset Advisors
North Carolina
$231M +$11M +5% 94
DFA
4518
Delta Financial Advisors
Louisiana
$231M +$8.81M +4% 124
GCM
4519
GoodHaven Capital Management
New Jersey
$231M +$39.9M +21% 28
VW
4520
Vance Wealth
California
$230M +$16.7M +8% 85
NC
4521
Nvidia Corp
California
$230M 5
PLU
4522
Performa Ltd (US)
South Carolina
$230M +$19.9M +9% 77
SFCM
4523
Savoir Faire Capital Management
Connecticut
$230M +$50M +28% 51
GFWA
4524
Grey Fox Wealth Advisors
Delaware
$230M +$30.7M +15% 112
ACM
4525
Allred Capital Management
Texas
$230M +$29.3M +15% 169