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
SFB
6201
STAR Financial Bank
Indiana
$97.5M -$9.6M -9% 94
FDDB
6202
Fidelity D&D Bancorp
Pennsylvania
$97.3M 96
CIA
6203
Caerus Investment Advisors
Texas
$97.2M +$8.79M +10% 38
KOMWMG
6204
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$97M -$5.15M -5% 64
ISSM
6205
Invesco Senior Secured Management
New York
$96.8M -$12.1M -11% 11
WOSD
6206
WFA of San Diego
California
$96.7M -$5.11M -5% 418
CWMGP
6207
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$96.6M -$338K -0.3% 60
FWA
6208
FSC Wealth Advisors
New York
$96.5M -$14.7M -13% 246
ABP
6209
Arthur B. Page
$96.4M -$8.75M -8% 48
PHIC
6210
Pine Haven Investment Counsel
Massachusetts
$96.4M -$3.95M -4% 103
KCM
6211
Knoll Capital Management
Florida
$96.3M +$14.7M +18% 38
PFP
6212
Paragon Financial Partners
California
$96.3M -$9.55M -9% 84
ULWM
6213
Upper Left Wealth Management
Florida
$96.1M +$6.17M +7% 60
TFP
6214
Tilia Fiduciary Partners
North Carolina
$96M -$15.9M -14% 534
OCA
6215
Otter Creek Advisors
Florida
$96M -$18.7M -16% 55
MFG
6216
Mendota Financial Group
Wisconsin
$96M +$7.43M +8% 325
LFA
6217
Laraway Financial Advisors
Minnesota
$96M -$5.14M -5% 106
MMC
6218
Mainsail Management Company
Texas
$95.9M -$30.1M -24% 2
JAIC
6219
Josh Arnold Investment Consultant
Minnesota
$95.9M -$6.84M -7% 35
BCPWM
6220
Bradley & Co Private Wealth Management
Florida
$95.8M -$5.14M -5% 193
ADBIC
6221
A.D. Beadell Investment Counsel
Wisconsin
$95.8M -$7.68M -7% 73
TCM
6222
TCG Capital Management
California
$95.8M -$39.7M -29% 1
AEPLI
6223
AH Equity Partners LSV II
California
$95.6M -$790K -0.8% 4
GG
6224
Golden Green
South Carolina
$95.5M +$3.27M +4% 82
ACM
6225
Arlington Capital Management
Illinois
$95.4M -$19.7M -17% 106