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
JKSF
5826
John & Kathleen Schreiber Foundation
Illinois
$120M +$2.21M +2% 3
DAM
5827
Draper Asset Management
New York
$120M -$726K -0.6% 41
SCA
5828
Sandy Cove Advisors
Massachusetts
$120M +$1.52M +1% 452
SFP
5829
Strategic Financial Planning
Texas
$120M -$18.9M -14% 37
BAM
5830
Broadcrest Asset Management
Florida
$120M -$17.9M -13% 8
AA
5831
Axiom Advisory
California
$120M -$1.49M -1% 34
HNWA
5832
Henrickson Nauta Wealth Advisors
Michigan
$120M -$2.53M -2% 318
ICM
5833
Islay Capital Management
Texas
$120M -$12.1M -9% 326
SWA
5834
Sightline Wealth Advisors
Connecticut
$120M +$8.42M +8% 61
BWA
5835
Blodgett Wealth Advisors
California
$120M -$7.76M -6% 89
MFC
5836
Morris Financial Concepts
South Carolina
$120M +$55K +0% 123
CA
5837
Continental Advisors
Utah
$120M -$6.89M -5% 52
GL
5838
GHE LLC
Tennessee
$120M -$10.4M -8% 56
BSAM
5839
Blue Square Asset Management
New York
$120M -$41.3M -26% 88
WFA
5840
Wells Financial Advisors
Massachusetts
$120M -$5.58M -4% 62
SWA
5841
Safir Wealth Advisors
New Hampshire
$120M -$8.73M -7% 17
AFA
5842
AllGen Financial Advisors
Florida
$120M -$15.1M -11% 40
AA
5843
Alta Advisers
United Kingdom
$120M -$7.02M -6% 6
PCC
5844
Park Circle Company
Maryland
$120M -$3.43M -3% 131
SRAM
5845
Spouting Rock Asset Management
Pennsylvania
$120M -$7.84M -6% 73
CCP
5846
Carmel Capital Partners
California
$120M -$14.3M -11% 136
ASA
5847
Armstrong Shaw Associates
Connecticut
$120M -$3.29M -3% 44
WF
5848
Wayfinding Financial
Washington
$120M -$5.1M -4% 90
FCC
5849
Flower City Capital
New York
$120M +$16.6M +16% 55
PHIMC
5850
Private Harbour Investment Management & Counsel
Ohio
$120M -$5.6M -4% 61