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
SIM
5076
Strategic Investment Management
Virginia
$146M +$11.3M +8% 10
EP
5077
Elkhorn Partners
Nebraska
$146M +$7.91M +6% 47
SFS
5078
Solitude Financial Services
Virginia
$146M +$9.08M +7% 45
LSA
5079
Lansing Street Advisors
Pennsylvania
$146M +$16.6M +13% 378
RFWA
5080
RPg Family Wealth Advisory
Massachusetts
$146M -$44.1M -23% 103
AWM
5081
AllSquare Wealth Management
New York
$146M +$7.51M +5% 543
DCM
5082
Davidson Capital Management
Texas
$146M -$58.3M -29% 160
FMTCOCP
5083
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$146M +$16.7M +13% 369
CGIC
5084
Continental General Insurance Company
Texas
$146M 8
AWP
5085
Accretive Wealth Partners
New Jersey
$146M +$14.2M +11% 113
AW
5086
Alaethes Wealth
Nevada
$146M +$9.47M +7% 110
SC
5087
Saiph Capital
New Jersey
$145M +$17.2M +13% 43
BCM
5088
Birch Capital Management
Texas
$145M +$12.8M +10% 111
TRIA
5089
Trail Ridge Investment Advisors
Colorado
$145M -$6.11M -4% 126
SRWM
5090
Shira Ridge Wealth Management
California
$145M 58
NFGH
5091
Nan Fung Group Holdings
Hong Kong
$145M -$11.5M -7% 47
YEPX
5092
Yorktown Energy Partners XI
New York
$145M +$17M +13% 4
TB
5093
Treynor Bancshares
Iowa
$145M +$11.6M +9% 74
ATWA
5094
Arbor Trust Wealth Advisors
Michigan
$145M +$13.4M +10% 103
KA
5095
Kercheville Advisors
Texas
$145M +$47.1M +48% 99
EFSCE
5096
Enterprise Financial Services Corp (EFSC)
Missouri
$145M +$10.7M +8% 157
LFP
5097
Leeward Financial Partners
Washington
$145M +$5.28M +4% 72
AIC
5098
Aurora Investment Counsel
Georgia
$145M +$13M +10% 126
FPCG
5099
Forum Private Client Group
Indiana
$145M +$11M +8% 68
VLC
5100
Van Leeuwen & Company
New Jersey
$145M +$19.1M +15% 68