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
SRC
4526
Stone Run Capital
New York
$269M +$18.2M +7% 71
AWM
4527
Accel Wealth Management
Iowa
$269M +$18.7M +7% 274
DP
4528
Divergent Planning
Maryland
$268M +$17.4M +7% 29
FS
4529
Ferguson Shapiro
Georgia
$268M +$13.2M +5% 81
BIA
4530
BHK Investment Advisors
Alabama
$268M +$13.2M +5% 65
CCG
4531
Ceeto Capital Group
Florida
$268M +$10M +4% 178
SWM
4532
Sterling Wealth Management
Illinois
$268M +$57.2M +27% 112
IPW
4533
IronBridge Private Wealth
Texas
$268M +$693K +0.3% 53
SI
4534
Seeds Investor
New York
$268M +$72.5M +37% 272
YCG
4535
Yeomans Consulting Group
Georgia
$267M +$8.74M +3% 105
JGIA
4536
Jackson Grant Investment Advisers
Connecticut
$267M +$19.8M +8% 408
CGFA
4537
Colton Groome Financial Advisors
North Carolina
$267M +$13.7M +5% 130
ST
4538
Somerset Trust
Pennsylvania
$267M +$23.4M +10% 157
SPT
4539
Siemens Pension Trust
Germany
$267M +$63.2M +31% 1
CFG
4540
Clayton Financial Group
Missouri
$267M +$35.9M +16% 127
GL
4541
GHE LLC
Tennessee
$267M +$17.7M +7% 57
CFA
4542
Camarda Financial Advisors
Florida
$267M +$12.4M +5% 94
OPAM
4543
Olympus Peak Asset Management
Connecticut
$267M 1
FPGT
4544
Financial Partners Group (Tennessee)
Tennessee
$267M +$9.04M +4% 102
CCM
4545
Carmel Capital Management
California
$267M +$9.91M +4% 29
MVP
4546
Medina Value Partners
California
$267M +$66.9M +33% 21
VC
4547
Veery Capital
Delaware
$267M +$19.7M +8% 104
WLPWM
4548
Walled Lake Planning & Wealth Management
Illinois
$266M +$21.4M +9% 136
UIA
4549
UG Investment Advisers
Taiwan
$266M -$28.8M -10% 13
CW
4550
Cabot-Wellington
Massachusetts
$266M +$10.7M +4% 4