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
SIAS
5001
Summit Investment Advisory Services
Minnesota
$269M +$4.23M +2% 85
SCI
5002
Stableford Capital II
Arizona
$269M -$7.64M -3% 162
HIC
5003
Harbor Island Capital
Massachusetts
$269M +$8.37M +3% 16
MCP
5004
Martin Capital Partners
Oregon
$269M +$3.25M +1% 72
HFP
5005
Holistic Financial Partners
Indiana
$269M -$6.73M -2% 152
WIM
5006
Wittenberg Investment Management
Massachusetts
$269M +$8.31M +3% 77
SWAG
5007
Spectrum Wealth Advisory Group
California
$269M -$3.09M -1% 61
BIM
5008
Breakwater Investment Management
Washington
$269M -$7.45M -3% 575
UI
5009
Untitled Investments
New York
$269M -$64.3M -19% 20
NWMG
5010
National Wealth Management Group
Ohio
$269M -$20M -7% 262
PWM
5011
Power Wealth Management
Georgia
$268M -$15.6M -5% 102
PF
5012
Prosperitas Financial
California
$268M +$11.8M +5% 101
NF
5013
Nvest Financial
New Hampshire
$268M +$27.9M +12% 142
AL
5014
AIP LLC
New York
$268M -$100M -27% 3
BWA
5015
BCU Wealth Advisors
Illinois
$268M +$6.91M +3% 64
VC
5016
VarCov Co
Connecticut
$268M +$14.9M +6% 695
WAM
5017
Worth Asset Management
Texas
$268M +$32.4M +14% 209
CCM
5018
Colorado Capital Management
Colorado
$268M +$1.84M +0.7% 110
AC
5019
Applied Capital
Arkansas
$268M +$8.04M +3% 56
STB
5020
S&T Bank
Pennsylvania
$268M -$48.3M -15% 433
EAIC
5021
Empower Annuity Insurance Company
Connecticut
$268M -$2.95M -1% 1
PTEAP
5022
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$268M -$48.2M -15% 11
SP
5023
ShawSpring Partners
Massachusetts
$268M -$263M -50% 15
TWM
5024
TCFG Wealth Management
California
$267M +$11.5M +4% 293
ALC
5025
Alexander Labrunerie & Co
Missouri
$267M -$8.8M -3% 130