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
PIA
6201
Panoramic Investment Advisors
Colorado
$145M 118
TFG
6202
Taylor Financial Group
Virginia
$145M +$14.6M +11% 100
LWA
6203
Lantern Wealth Advisors
New York
$144M +$6.42M +5% 135
CIA
6204
Cladis Investment Advisory
Montana
$144M +$6.45M +5% 146
TFP
6205
Tilia Fiduciary Partners
North Carolina
$144M +$16.4M +13% 108
AWM
6206
Allen Wealth Management
North Carolina
$144M +$31.9M +28% 62
PI
6207
Pelion Inc
Utah
$144M +$22.5M +19% 4
GEH
6208
General Equity Holdings
New York
$144M -$19.8M -12% 7
FCMV
6209
Foresite Capital Management V
California
$144M -$12.7M -8% 5
CAM
6210
Clarity Asset Management
Iowa
$144M +$3.04M +2% 211
FB
6211
First Bancorp
Maine
$144M +$8.5M +6% 125
OS
6212
Objectivity Squared
South Carolina
$144M +$13M +10% 51
ACA
6213
Apis Capital Advisors
New York
$144M +$8.21M +6% 43
CWM
6214
Certus Wealth Management
California
$144M +$12M +9% 56
2P
6215
26North Partners
New York
$144M +$7.5M +6% 1
MSRI
6216
Michael S. Ryan Inc
New York
$144M +$11.6M +9% 49
BBA
6217
Braun-Bostich & Associates
Pennsylvania
$143M +$8.95M +7% 123
TCM
6218
TAM Capital Management
Connecticut
$143M +$3.69M +3% 8
NC
6219
Napatree Capital
Rhode Island
$143M +$20M +16% 167
SCA
6220
Sippican Capital Advisors
Massachusetts
$143M +$18.2M +15% 121
AMAL
6221
Asset Management Advisors LLC
Oklahoma
$143M +$12.3M +9% 17
RCM
6222
Richardson Capital Management
Wisconsin
$143M +$13.2M +10% 189
ECM
6223
Empirical Capital Management
Tennessee
$143M +$2.89M +2% 24
FS
6224
Financial Symmetry
North Carolina
$143M +$14.5M +11% 46
VFG
6225
Valley Financial Group
Pennsylvania
$143M +$7.07M +5% 60