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
SFS
5076
Solitude Financial Services
Virginia
$146M +$9.08M +7% 45
LSA
5077
Lansing Street Advisors
Pennsylvania
$146M +$16.6M +13% 378
RFWA
5078
RPg Family Wealth Advisory
Massachusetts
$146M -$44.1M -23% 103
AWM
5079
AllSquare Wealth Management
New York
$146M +$7.51M +5% 543
DCM
5080
Davidson Capital Management
Texas
$146M -$58.3M -29% 160
FMTCOCP
5081
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$146M +$16.7M +13% 369
CGIC
5082
Continental General Insurance Company
Texas
$146M 8
AWP
5083
Accretive Wealth Partners
New Jersey
$146M +$14.2M +11% 113
AW
5084
Alaethes Wealth
Nevada
$146M +$9.47M +7% 110
SC
5085
Saiph Capital
New Jersey
$145M +$17.2M +13% 43
BCM
5086
Birch Capital Management
Texas
$145M +$12.8M +10% 111
TRIA
5087
Trail Ridge Investment Advisors
Colorado
$145M -$6.11M -4% 126
SRWM
5088
Shira Ridge Wealth Management
California
$145M 58
NFGH
5089
Nan Fung Group Holdings
Hong Kong
$145M -$11.5M -7% 47
YEPX
5090
Yorktown Energy Partners XI
New York
$145M +$17M +13% 4
TB
5091
Treynor Bancshares
Iowa
$145M +$11.6M +9% 74
ATWA
5092
Arbor Trust Wealth Advisors
Michigan
$145M +$13.4M +10% 103
KA
5093
Kercheville Advisors
Texas
$145M +$47.1M +48% 99
EFSCE
5094
Enterprise Financial Services Corp (EFSC)
Missouri
$145M +$10.7M +8% 157
LFP
5095
Leeward Financial Partners
Washington
$145M +$5.28M +4% 72
AIC
5096
Aurora Investment Counsel
Georgia
$145M +$13M +10% 126
FPCG
5097
Forum Private Client Group
Indiana
$145M +$11M +8% 68
VLC
5098
Van Leeuwen & Company
New Jersey
$145M +$19.1M +15% 68
QC
5099
Quaero Capital
Switzerland
$145M +$16.9M +13% 101
FWA
5100
FOCUS Wealth Advisors
Texas
$145M +$3.44M +2% 49