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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
AMM
3101
American Money Management
California
$632M -$4.36M -0.7% 0.86% 65% 173 6.94%
SAM
3102
Secure Asset Management
Michigan
$632M -$7.14M -1% 0.8% 86.5% 388 27.32%
EIM
3103
Essex Investment Management
Massachusetts
$632M -$24.2M -4% 7.95% 272% 333 16.52%
CFS
3104
Commonwealth Financial Services
West Virginia
$632M +$25.4M +4% 0.69% 58.2% 293 24.57%
SWP
3105
Summit Wealth Partners
Florida
$632M +$90.4M +17% 1.1% 44.9% 273 26.37%
WAAG
3106
Wealth Alliance Advisory Group
Kansas
$632M +$47.6M +8% 0.03% 66.9% 210 12.38%
PA
3107
Probity Advisors
Texas
$631M +$6.81M +1% 0.33% 55.8% 239 6.69%
SMH
3108
Sanders Morris Harris
Texas
$631M +$566M +875% 0.71% 83.1% 305 91.15%
KCMH
3109
Keywise Capital Management (HK)
Hong Kong
$630M -$672M -52% 7.36% 619% 21 52.38%
SFM
3110
Sphera Funds Management
Israel
$630M +$112M +22% 10.6% 218% 120 37.5%
VIM
3111
Vancity Investment Management
British Columbia, Canada
$629M -$106M -14% 8.6% 103 24.27%
SCM
3112
Schnieders Capital Management
California
$629M -$12.5M -2% 1.92% 103% 228 14.47%
FCFC
3113
First Commonwealth Financial Corp
Pennsylvania
$629M +$22.3M +4% 0.57% 72.9% 280 13.21%
PWW
3114
Pettyjohn Wood & White
Virginia
$628M -$10.2M -2% 0.16% 70.9% 219 4.57%
TTSTC
3115
Texas Treasury Safekeeping Trust Company
Texas
$628M -$140M -18% 3.73% 27.3% 5 40%
CM
3116
Cornerstone Management
Georgia
$628M +$14.4M +2% 2.31% 40% 69 7.25%
MWP
3117
Madison Wealth Partners
Wisconsin
$627M +$78.9M +14% 2.29% 66.9% 231 15.15%
LWM
3118
LJI Wealth Management
Indiana
$626M -$30.2M -5% 2.76% 61.5% 206 13.59%
XPN
3119
XY Planning Network
Montana
$626M +$52.2M +9% 0.36% 280 13.93%
CT
3120
Chicago Trust
Illinois
$626M -$14.1M -2% 0.99% 85.9% 411 14.36%
SGA
3121
Strategic Global Advisors
California
$625M -$21.9M -3% 2.25% 110% 155 20%
DCA
3122
DSG Capital Advisors
Minnesota
$625M -$31.2M -5% 1.44% 127 9.45%
SIM
3123
Sprucegrove Investment Management
Ontario, Canada
$625M -$205M -25% 9.5% 45.5% 43 9.3%
WCAMG
3124
Woodard & Company Asset Management Group
North Carolina
$625M -$7.17M -1% 1.87% 84.8% 187 14.44%
MFGM
3125
Marshall Financial Group (Maryland)
Maryland
$625M +$109M +21% 0.54% 63.5% 313 14.38%