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
SIAM
5076
Sterling Investment Advisors (Missouri)
Missouri
$157M -$310K -0.2% 31
PSIWM
5077
Paradigm Strategies in Wealth Management
Minnesota
$157M +$9.07M +6% 48
DG
5078
Daventry Group
New York
$157M +$21.7M +16% 9
TCOK
5079
Trust Company of Kansas
Kansas
$157M -$10.5M -6% 50
VWM
5080
Vigilare Wealth Management
Arizona
$157M -$16.6M -10% 94
CCC
5081
Cincinnati Casualty Company
Ohio
$157M -$8.18M -5% 26
WPM
5082
Worldly Partners Management
Massachusetts
$157M -$18M -10% 4
BWM
5083
Benchmark Wealth Management
Connecticut
$157M -$9.1M -5% 49
BWM
5084
Baron Wealth Management
Michigan
$157M -$882K -0.6% 154
CA
5085
Claris Advisors
Missouri
$157M +$12.2M +8% 50
HB
5086
Horizon Bancorp
Indiana
$156M -$317K -0.2% 254
LEFP
5087
Leading Edge Financial Planning
Tennessee
$156M +$3.33M +2% 74
CP
5088
CPV Partners
Connecticut
$156M +$7.76M +5% 7
FCA
5089
Fortis Capital Advisors
Kansas
$156M -$14.5M -8% 124
MPM
5090
Mountaineer Partners Management
New York
$156M -$25.3M -14% 16
HCM
5091
Hall Capital Management
Rhode Island
$156M -$21M -12% 94
SFPG
5092
Stonebridge Financial Planning Group
Florida
$156M -$8.18M -5% 142
FOA
5093
Five Oceans Advisors
California
$156M +$586K +0.4% 161
MSFP
5094
Mark Sheptoff Financial Planning
Connecticut
$156M -$19.5M -11% 408
MMHP
5095
Murphy Middleton Hinkle & Parker
Georgia
$156M -$4.47M -3% 139
ADIM
5096
Alpha DNA Investment Management
Maryland
$156M -$20.9M -12% 226
AH
5097
Aviva Holdings
Bahamas
$156M +$18.8M +14% 4
FCPV
5098
FS Capital Partners VI
California
$156M -$163M -51% 1
QGA
5099
Q Global Advisors
Texas
$156M +$16.8M +12% 172
BDFN
5100
Bond & Devick Financial Network
Minnesota
$155M -$5.55M -3% 131