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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
IIM
3176
Ipswich Investment Management
Massachusetts
$366M -$13.6M -4% 192
HIG
3177
Heritage Investment Group
Florida
$366M +$6.29M +2% 94
LSC
3178
Logan Stone Capital
Illinois
$365M +$70.6M +24% 186
MRCM
3179
M&R Capital Management
New Jersey
$365M -$17.7M -5% 636
SIM
3180
Sandia Investment Management
Massachusetts
$365M +$39.3M +12% 269
LL
3181
LWMG LLC
Minnesota
$365M +$7.24M +2% 87
LCWP
3182
Legacy Capital Wealth Partners
Arkansas
$364M +$244M +203% 284
CNBTD
3183
Citizens National Bank Trust Department
Mississippi
$364M -$13.7M -4% 334
ACA
3184
Affinity Capital Advisors
California
$364M -$4.74M -1% 143
AWM
3185
Aprio Wealth Management
Georgia
$364M -$462K -0.1% 199
CPIH
3186
Consolidated Press International Holdings
Australia
$364M +$44.7M +14% 28
CAM
3187
Cubic Asset Management
Massachusetts
$363M -$8.17M -2% 211
CFS
3188
CRA Financial Services
New Jersey
$363M -$6.69M -2% 214
WAOTB
3189
Wealth Advisors of Tampa Bay
Florida
$363M +$181M +99% 100
ISWM
3190
Independent Solutions Wealth Management
New York
$363M -$7.25M -2% 231
PDIP
3191
Palo Duro Investment Partners
Illinois
$363M +$57.9M +19% 12
TPA
3192
Trivium Point Advisory
Connecticut
$363M -$6.59M -2% 203
BCB
3193
Brian C. Broderick
$363M -$16.1M -4% 83
CPH
3194
C Partners Holding
Switzerland
$362M -$165M -31% 19
H2CM
3195
H/2 Credit Manager
Connecticut
$361M +$32.8M +10% 14
OWM
3196
Opes Wealth Management
California
$361M +$8.42M +2% 126
DIM
3197
Delta Investment Management
California
$361M -$4.14M -1% 205
CWS
3198
Cypress Wealth Services
California
$361M -$19.8M -5% 259
AFIA
3199
America First Investment Advisors
Nebraska
$361M -$11.4M -3% 98
LMGAM
3200
Liberty Mutual Group Asset Management
Massachusetts
$360M -$33.6M -9% 122