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
UOMF
5151
University of Massachusetts Foundation
Massachusetts
$141M +$11.5M +9% 4
PFG
5152
Pinnacle Financial Group
Illinois
$141M +$25.9M +22% 68
APIM
5153
Agate Pass Investment Management
Washington
$141M +$10.3M +8% 95
SW
5154
StrongBox Wealth
Missouri
$141M +$3.4M +2% 85
CCP
5155
Cunning Capital Partners
North Carolina
$141M +$15.1M +12% 83
SC
5156
Scholtz & Company
Connecticut
$141M +$1.24M +0.9% 52
SL
5157
SIB LLC
New York
$141M +$9.99M +8% 18
NECFA
5158
New England Capital Financial Advisors
Connecticut
$141M 442
SFG
5159
Socha Financial Group
New York
$141M +$24.5M +21% 23
CHA
5160
Cooper/Haims Advisors
New York
$141M +$20.2M +17% 77
GIA
5161
Goodwin Investment Advisory
Georgia
$141M +$8.78M +7% 246
BC
5162
Bullfrog Capital
California
$141M -$28.7M -17% 3
LB
5163
Legacy Bridge
Iowa
$141M +$15.3M +12% 306
RMSCM
5164
R.M. Sincerbeaux Capital Management
New York
$141M +$13.6M +11% 44
FWA
5165
FSM Wealth Advisors
Ohio
$141M +$20.2M +17% 148
AWM
5166
AAF Wealth Management
Massachusetts
$141M +$15.7M +13% 41
AFG
5167
AFS Financial Group
Maryland
$141M 88
TWM
5168
Trinity Wealth Management
Pennsylvania
$140M +$15.7M +13% 42
MGB
5169
Mass General Brigham
Massachusetts
$140M -$51.9M -27% 5
BDFN
5170
Bond & Devick Financial Network
Minnesota
$140M +$19.4M +16% 126
BCFD
5171
Boit C.F. David
$140M +$17.3M +14% 109
ADMI
5172
Albert D. Mason Inc
Massachusetts
$140M +$15.4M +12% 161
ZC
5173
Zoom Communications
California
$140M +$10.1M +8% 3
PFA
5174
Pinnacle Family Advisors
Missouri
$140M +$24.5M +21% 97
KCP
5175
Keyframe Capital Partners
New York
$140M +$39.1M +39% 8