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
AIA
4601
Affinity Investment Advisors
California
$187M -$30.3M -14% 205
PHAM
4602
Palisades Hudson Asset Management
Florida
$187M +$5.42M +3% 103
WS
4603
Wela Strategies
Georgia
$187M +$8.76M +5% 49
WA
4604
Wilshire Advisors
California
$187M +$3.64M +2% 11
UC
4605
Unio Capital
New Jersey
$187M +$6.76M +4% 44
BC
4606
Beaconlight Capital
New York
$187M +$15.8M +9% 39
KFSC
4607
Keystone Financial Services (Colorado)
Colorado
$187M +$716K +0.4% 83
FCA
4608
Fortis Capital Advisors
Kansas
$187M +$18.9M +11% 772
JCM
4609
Jacobsen Capital Management
Utah
$187M -$972K -0.5% 82
AFA
4610
Abacus FCF Advisors
Florida
$187M +$33.3M +22% 155
MFS
4611
Madrona Financial Services
Washington
$186M +$11.7M +7% 87
JF
4612
Joule Financial
Kentucky
$186M +$35.5M +24% 114
RHP
4613
Royal Harbor Partners
Texas
$186M +$24.4M +15% 87
DI
4614
DAGCO Inc
Ohio
$186M +$15.1M +9% 85
SFS
4615
Stiles Financial Services
Minnesota
$186M +$11.3M +6% 192
VW
4616
Vance Wealth
California
$186M +$25.8M +16% 78
SCM
4617
Stonehearth Capital Management
Massachusetts
$186M +$8.34M +5% 79
CPA
4618
Capital Performance Advisors
California
$186M +$11.9M +7% 55
OWIM
4619
Old West Investment Management
California
$186M +$26M +16% 60
SPI
4620
Santori & Peters Inc
Pennsylvania
$186M +$15.2M +9% 55
LWA
4621
Lowe Wealth Advisors
Maryland
$186M +$4.79M +3% 367
PFP
4622
Patriot Financial Partners
Pennsylvania
$186M -$90.4M -33% 11
RIP
4623
RAM Investment Partners
Washington
$186M +$23.2M +14% 52
SC
4624
Sawyer & Company
Massachusetts
$186M -$17.4M -9% 189
MMM
4625
Mendel Money Management
Illinois
$186M +$9.88M +6% 125