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
SIAS
5226
Summit Investment Advisory Services
Minnesota
$230M +$26M +13% 71
HT
5227
HAP Trading
New York
$230M -$50.9M -18% 525
TWA
5228
Trellis Wealth Advisors
California
$230M +$23.7M +11% 37
GFG
5229
Greenbush Financial Group
New York
$230M +$28.5M +14% 33
LK
5230
Lumbard & Kellner
New Hampshire
$229M +$2.62M +1% 97
SAM
5231
Stenahm Asset Management
Guernsey
$229M -$16.3M -7% 33
CWM
5232
Collaborative Wealth Management
Florida
$229M +$15.4M +7% 188
CI
5233
Cherokee Insurance
Michigan
$229M +$2.92M +1% 124
RFA
5234
Register Financial Advisors
Georgia
$229M +$36.9M +19% 347
WIM
5235
Wittenberg Investment Management
Massachusetts
$229M +$7.21M +3% 80
BC
5236
Bayforest Capital
United Kingdom
$229M -$725K -0.3% 939
GPFA
5237
Game Plan Financial Advisors
Ohio
$229M +$22.9M +11% 420
PGDP
5238
Pragma Gestao de Patrimonio
Brazil
$229M +$42.1M +23% 23
VVVM4
5239
Viola Ventures VC Management 4
Israel
$229M +$30.1M +15% 4
AWMNH
5240
Arcadia Wealth Management (New Hampshire)
New Hampshire
$229M +$26.2M +13% 66
PIP
5241
Palisades Investment Partners
California
$229M +$29.5M +15% 42
HFP
5242
Holistic Financial Partners
Indiana
$228M +$21M +10% 135
DCM
5243
Decatur Capital Management
Georgia
$228M +$35.6M +18% 42
CW
5244
Curio Wealth
Maryland
$228M +$36.3M +19% 409
HIS
5245
Horizon Investment Services
Indiana
$228M +$22.4M +11% 130
SCM
5246
Stonehill Capital Management
New York
$228M -$99.7M -30% 17
LIA
5247
Luken Investment Analytics
Tennessee
$228M +$14.6M +7% 153
VSI
5248
Verde Servicos Internacionais
Brazil
$228M +$53.1M +30% 48
VPF
5249
Vantage Point Financial
Illinois
$228M +$29.5M +15% 153
SC
5250
Scholtz & Company
Connecticut
$228M +$25.8M +13% 54