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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
SAM
3176
Summit Asset Management
Tennessee
$363M +$17.8M +5% 154
PWA
3177
Peterson Wealth Advisors
Utah
$363M +$32.1M +10% 63
CC
3178
Cadinha & Co
Hawaii
$363M -$84.8M -19% 102
SFG
3179
SevenBridge Financial Group
Pennsylvania
$363M +$20.8M +6% 182
SI
3180
Sora Investors
Pennsylvania
$363M +$72.6M +25% 50
CSNH
3181
Crow's Nest Holdings
Virginia
$362M +$60.8M +20% 9
MIM
3182
Monashee Investment Management
Massachusetts
$362M +$130M +56% 74
CC
3183
Conversant Capital
New Jersey
$362M -$5.86M -2% 27
FRA
3184
Frank Rimerman Advisors
California
$362M +$40.9M +13% 109
SFP
3185
Sweet Financial Partners
Minnesota
$362M +$21.1M +6% 180
CAWM
3186
Capital Advisors Wealth Management
Washington
$361M +$31.4M +10% 150
CWP
3187
CFM Wealth Partners
Texas
$361M +$27.2M +8% 167
LI
3188
Lafayette Investments
Maryland
$361M +$5.81M +2% 126
TFF
3189
The Family Firm
Maryland
$361M +$19M +6% 185
SSG
3190
Summit Securities Group
New York
$361M -$133M -27% 1,215
WAM
3191
Wilson Asset Management
Australia
$361M +$31.3M +9% 34
FMTC
3192
Farmers & Merchants Trust Company
California
$361M +$5.82M +2% 191
VW
3193
Vantage Wealth
California
$361M -$27.6M -7% 38
IWP
3194
IAG Wealth Partners
Wisconsin
$360M +$21M +6% 491
CNBTD
3195
Citizens National Bank Trust Department
Mississippi
$360M +$5.41M +2% 316
RIM
3196
RW Investment Management
Idaho
$359M +$105M +41% 86
MIP
3197
Marietta Investment Partners
Wisconsin
$359M +$5.94M +2% 173
SPM
3198
Sycamore Partners Management
New York
$359M +$115M +47% 1
HC
3199
HNP Capital
New York
$359M +$1.29M +0.4% 138
NIC
3200
Northwest Investment Counselors
Oregon
$359M +$12.6M +4% 591