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
SFS
6201
Symphony Financial Services
Ohio
$167M +$14.3M +9% 95
PI
6202
Pettee Investors
Connecticut
$167M -$638K -0.4% 117
BDL
6203
Bey-Douglas LLC
Georgia
$167M +$57.6M +53% 47
WI
6204
Wafra Inc
New York
$167M +$21.4M +15% 2
AC
6205
AlpenGlobal Capital
California
$167M +$28.5M +21% 33
KIM
6206
Kestrel Investment Management
California
$167M +$3.26M +2% 42
SPI
6207
Strategic Planning Inc
Ohio
$167M -$10.3M -6% 58
HG
6208
Herbst Group
Connecticut
$167M +$25.6M +18% 60
FCMT
6209
Founders Capital Management (Texas)
Texas
$167M +$12.3M +8% 394
AWMM
6210
Aegis Wealth Management (Maryland)
Maryland
$167M -$3.27M -2% 119
CP
6211
Camelot Portfolios
Ohio
$167M +$5.62M +3% 220
MTIM
6212
Marathon Trading Investment Management
Pennsylvania
$167M -$21.7M -12% 199
VOMP
6213
Vision One Management Partners
Florida
$166M -$6.38M -4% 9
LPAM
6214
Legion Partners Asset Management
California
$166M +$15.7M +10% 7
SMA
6215
Seven Mile Advisory
New Jersey
$166M +$16.5M +11% 188
HIW
6216
Holos Integrated Wealth
Pennsylvania
$166M +$13.8M +9% 319
CCP
6217
Cassia Capital Partners
North Carolina
$166M +$5.97M +4% 56
SAM
6218
Strive Asset Management
Ohio
$166M +$22.3M +15% 118
SPI
6219
Sutton Place Investors
New York
$166M +$17.5M +12% 122
GGA
6220
Granite Group Advisors
Connecticut
$166M +$22M +15% 83
EWS
6221
Evergreen Wealth Solutions
Pennsylvania
$166M +$17.8M +12% 123
PCA
6222
Prospect Capital Advisors
California
$166M +$19.9M +14% 32
PIM
6223
Pullen Investment Management
Florida
$166M +$7.66M +5% 106
SIM
6224
Synergy Investment Management
Florida
$166M -$73.6M -31% 599
AWS
6225
Aspen Wealth Strategies
Colorado
$166M +$13.3M +9% 90