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
ATC
4526
Adirondack Trust Company
New York
$231M +$31M +15% 523
AFG
4527
ABLE Financial Group
Arizona
$231M +$31.2M +16% 156
CPA
4528
Capital Performance Advisors
California
$231M +$34.9M +18% 80
IPW
4529
Intergy Private Wealth
Colorado
$231M +$31.4M +16% 75
SCM
4530
Stonepine Capital Management
Oregon
$231M -$69.8M -23% 23
IF
4531
Insight Folios
North Carolina
$231M +$26.5M +13% 120
FNWM
4532
Financial Network Wealth Management
Utah
$231M +$26.1M +13% 116
MC
4533
Mount Capital
United Kingdom
$231M -$2.62M -1% 19
SFP
4534
Sterling Financial Planning
New Jersey
$231M +$35.7M +18% 102
PWS
4535
Peloton Wealth Strategists
Indiana
$231M +$14M +6% 97
PFSC
4536
Peoples Financial Services Corp
Pennsylvania
$231M +$18.4M +9% 260
RCS
4537
Retirement Capital Strategies
California
$231M +$17.1M +8% 76
IAA
4538
Ironsides Asset Advisors
North Carolina
$231M +$11M +5% 94
DFA
4539
Delta Financial Advisors
Louisiana
$231M +$8.81M +4% 124
TH
4540
Team Hewins
California
$231M -$205M -47% 50
GCM
4541
GoodHaven Capital Management
New Jersey
$231M +$39.9M +21% 28
VW
4542
Vance Wealth
California
$230M +$16.7M +8% 85
NC
4543
Nvidia Corp
California
$230M 5
PLU
4544
Performa Ltd (US)
South Carolina
$230M +$19.9M +9% 77
SFCM
4545
Savoir Faire Capital Management
Connecticut
$230M +$50M +28% 51
GFWA
4546
Grey Fox Wealth Advisors
Delaware
$230M +$30.7M +15% 112
ACM
4547
Allred Capital Management
Texas
$230M +$29.3M +15% 169
WWM
4548
WJ Wealth Management
Arizona
$230M +$24.2M +12% 72
LA
4549
LFL Advisers
Illinois
$230M +$25.4M +12% 11
HFA
4550
Highland Financial Advisors
New Jersey
$230M +$36.9M +19% 57