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
PBC
5026
Pavion Blue Capital
California
$172M +$11.3M +7% 93
WOSD
5027
WFA of San Diego
California
$172M +$29.1M +20% 177
LFWA
5028
LBJ Family Wealth Advisors
Texas
$172M +$4.36M +3% 23
BEP
5029
Brookside Equity Partners
Connecticut
$172M -$88.4M -34% 7
SN
5030
Sittner & Nelson
Oregon
$172M +$16.9M +11% 455
AWM
5031
AllSquare Wealth Management
New York
$172M +$4.39M +3% 518
FWM
5032
FSA Wealth Management
Massachusetts
$172M +$10.9M +7% 47
CWA
5033
Capital Wealth Alliance
Arizona
$172M +$7.09M +4% 156
KIC
5034
Kensington Investment Counsel
California
$172M 88
SIAG
5035
Safeguard Investment Advisory Group
California
$171M +$16.8M +11% 94
LA
5036
Lindenwold Advisors
Pennsylvania
$171M 128
MAG
5037
Millrace Asset Group
Pennsylvania
$171M +$11.2M +7% 93
HCM
5038
Hutner Capital Management
Vermont
$171M +$18.5M +12% 46
HIGP
5039
Hill Investment Group Partners
Missouri
$171M +$16.4M +11% 32
GCM
5040
GoodHaven Capital Management
New Jersey
$171M +$17.5M +11% 27
NFG
5041
Northeast Financial Group
Pennsylvania
$171M +$15.8M +10% 48
EFIC
5042
Eliot Finkel Investment Counsel
California
$171M +$14.9M +10% 34
CIA
5043
Citadel Investment Advisory
Ohio
$171M +$9.57M +6% 75
BW
5044
Bison Wealth
Georgia
$171M -$45.7M -21% 473
SFG
5045
Sowa Financial Group
Rhode Island
$171M +$16.7M +11% 73
NC
5046
Naman Capital
Brazil
$171M +$8.51M +5% 17
TI
5047
Truehand Inc
New Hampshire
$171M +$1.59M +0.9% 194
CIA
5048
Cascade Investment Advisors
Oregon
$171M +$17.3M +11% 266
CI
5049
Cordant Inc
Oregon
$171M +$6.26M +4% 400
BHBT
5050
Burke & Herbert Bank & Trust
Virginia
$171M +$15.8M +10% 153