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
IAIM
5501
Industrial Alliance Investment Management
Quebec, Canada
$176M +$37.4M +27% 15
HBT
5502
Heartland Bank & Trust
Illinois
$176M +$4.25M +2% 153
SCM
5503
Sterneck Capital Management
Missouri
$176M +$8.86M +5% 98
HI
5504
Harrington Investments
California
$176M +$1.52M +0.9% 83
ADIM
5505
Alpha DNA Investment Management
Maryland
$176M -$6M -3% 257
AIA
5506
Arcadia Investment Advisors
Idaho
$176M +$1.03M +0.6% 81
SPA
5507
Shore Point Advisors
New Jersey
$176M +$880K +0.5% 61
LIA
5508
LSP Investment Advisors
New York
$176M -$9.48M -5% 29
FFL
5509
Financial Freedom LLC
Ohio
$176M +$7.28M +4% 377
CP
5510
Castleview Partners
Texas
$176M -$3.18M -2% 1,017
AA
5511
Altman Advisors
Illinois
$176M -$29.6M -14% 97
CIA
5512
Citadel Investment Advisory
Ohio
$176M -$1.62M -0.9% 82
SAM
5513
S.A. Mason
Michigan
$176M +$9.5M +6% 328
DI
5514
Dalton Investments
Nevada
$176M +$10.9M +7% 29
GCS
5515
Gordian Capital (Singapore)
Singapore
$176M +$41.1M +31% 189
SWM
5516
SFG Wealth Management
Maryland
$175M +$7.03M +4% 105
NSB
5517
Norway Savings Bank
Maine
$175M -$64.2M -27% 137
AIA
5518
Acute Investment Advisory
Arizona
$175M +$26.3M +18% 16
BFG
5519
Buttonwood Financial Group
Missouri
$175M +$6.24M +4% 30
IFO
5520
Independent Family Office
New York
$175M -$11M -6% 76
CWA
5521
Capital Wealth Alliance
Arizona
$175M +$6.03M +4% 115
QS
5522
Quantitative Strategies
California
$175M +$1.53M +0.9% 22
HAFS
5523
Hapanowicz & Associates Financial Services
Pennsylvania
$175M +$19.8K +0% 34
AWMNH
5524
Arcadia Wealth Management (New Hampshire)
New Hampshire
$175M +$12.5M +8% 65
RWRC
5525
R.W. Roge & Company
New York
$175M +$8.94M +5% 47