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
ACG
5551
Ampersand Capital Group
California
$222M +$21M +10% 7
LFPWM
5552
Leicht Financial Planning & Wealth Management
New Jersey
$222M +$11.3M +5% 15
DCM
5553
Dudley Capital Management
Virginia
$222M +$22.2M +11% 136
MLM
5554
Mount Lucas Management
Pennsylvania
$222M +$11.5M +5% 166
CI
5555
Cordant Inc
Oregon
$222M +$14.3M +7% 72
PAM
5556
Prodigy Asset Management
Nebraska
$222M +$68.9M +45% 25
SWA
5557
Sightline Wealth Advisors
Connecticut
$221M +$14.4M +7% 96
PFSC
5558
Peoples Financial Services Corp
Pennsylvania
$221M +$19.1M +9% 269
ATC
5559
Advantage Trust Company
Kansas
$221M +$18.4M +9% 209
ORG
5560
Optimist Retirement Group
Washington
$221M +$12.7M +6% 131
KFS
5561
Kaizen Financial Strategies
California
$221M +$24.4M +12% 169
RWP
5562
Ridgecrest Wealth Partners
California
$221M +$31.7M +17% 119
GTAM
5563
Global Trust Asset Management
Florida
$221M +$34.1M +18% 529
MI
5564
Moneywise Inc
Virginia
$221M +$7.77M +4% 79
BCFD
5565
Boit C.F. David
$221M +$13.1M +6% 123
SOAG
5566
Silver Oak Advisory Group
Oregon
$221M +$14.6M +7% 80
LWMI
5567
Legacy Wealth Management (Idaho)
Idaho
$221M +$32M +17% 836
SIF
5568
State Insurance Fund
New York
$221M +$14.4M +7% 1
AWM
5569
AAF Wealth Management
Massachusetts
$221M +$1.23M +0.6% 49
MPW
5570
Melone Private Wealth
Michigan
$221M +$25.3M +13% 56
LC
5571
Lunate Capital
United Arab Emirates
$221M +$42.6M +24% 7
PP
5572
Patron Partners
Texas
$221M +$18.7M +9% 182
CRC
5573
Catawba River Capital
South Carolina
$220M +$23.7M +12% 20
EWM
5574
Endowment Wealth Management
Wisconsin
$220M +$26.4M +14% 164
ACM
5575
Adalta Capital Management
New York
$220M +$21M +11% 107