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
C
5776
Covestor
United Kingdom
$157M +$11.2M +8% 2,953
TCPG
5777
Trivant Custom Portfolio Group
California
$157M +$7.12M +5% 220
RCM
5778
Regency Capital Management
Hawaii
$157M +$8.39M +6% 58
VCS
5779
Vaughan & Co Securities
New Jersey
$157M +$8.04M +5% 56
AFS
5780
Axiom Financial Strategies
Indiana
$157M +$2.99M +2% 37
GWM
5781
GoalFusion Wealth Management
Texas
$157M +$10.3M +7% 31
WW
5782
Windle Wealth
Oklahoma
$157M +$14.4M +10% 29
TWM
5783
TLW Wealth Management
Florida
$157M +$16.6M +12% 21
ACM
5784
Absolute Capital Management
Pennsylvania
$157M +$46.8M +42% 117
GP
5785
Gridiron Partners
Pennsylvania
$157M +$15.2M +11% 63
PC
5786
Permit Capital
Pennsylvania
$157M -$134M -46% 27
NIP
5787
Norwood Investment Partners
California
$157M +$11.4M +8% 15
SCM
5788
Semanteon Capital Management
Massachusetts
$157M +$8.44M +6% 342
PSB
5789
Passumpsic Savings Bank
Vermont
$156M 96
MVP
5790
Miller Value Partners
Florida
$156M -$12M -7% 47
RHDIC
5791
R.H. Dinel Investment Counsel
California
$156M +$9.95M +7% 55
LA
5792
Lakeside Advisors
Washington
$156M +$12.3M +9% 63
KC
5793
Kades & Cheifetz
Pennsylvania
$156M +$15.1M +11% 90
PFWA
5794
Paces Ferry Wealth Advisors
Georgia
$156M +$12.4M +9% 118
PI
5795
Pelion Inc
Utah
$156M -$17.3M -10% 4
PF
5796
Prosperitas Financial
California
$156M +$20.3M +15% 62
AFO
5797
Arrowroot Family Office
California
$156M +$14.7M +10% 129
BMA
5798
Brooks Moore & Associates
Tennessee
$156M +$10.4M +7% 92
HFS
5799
Horizon Financial Services
North Carolina
$156M +$14M +10% 266
KHC
5800
Koesten Hirschmann & Crabtree
Kansas
$156M +$11.8M +8% 231