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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
SFG
3176
SevenBridge Financial Group
Pennsylvania
$452M +$11.1M +3% 212
LWM
3177
LJI Wealth Management
Indiana
$452M +$65.5M +17% 189
TCA
3178
Trifecta Capital Advisors
Illinois
$452M +$40.8M +10% 434
CIM
3179
Contravisory Investment Management
Massachusetts
$452M +$124K +0% 392
SCA
3180
Stieven Capital Advisors
Missouri
$451M -$29.5M -6% 52
NCM
3181
Noesis Capital Mangement
Florida
$451M +$721K +0.2% 110
SIC
3182
SFE Investment Counsel
California
$451M +$9.5M +2% 120
SAM
3183
Strategy Asset Managers
California
$450M -$16.6M -4% 292
TGAM
3184
TBH Global Asset Management
Tennessee
$450M -$50.8M -10% 248
PS
3185
Presima Securities
Quebec, Canada
$450M +$19.5M +5% 52
SDWMA
3186
Schneider Downs Wealth Management Advisors
Pennsylvania
$449M +$15.7M +4% 141
CWS
3187
Cypress Wealth Services
California
$449M +$19.9M +5% 276
CNBTD
3188
Citizens National Bank Trust Department
Mississippi
$449M +$18.2M +4% 353
GF
3189
Goodman Financial
Texas
$449M +$11.2M +3% 76
LC
3190
Lincoln Capital
Nebraska
$448M -$1.28M -0.3% 113
SWS
3191
SYSTM Wealth Solutions
Illinois
$448M -$343M -43% 1,014
UI
3192
Untitled Investments
New York
$448M +$10.2M +2% 20
DWM
3193
Dechtman Wealth Management
Colorado
$447M +$18.8M +4% 68
EL
3194
Essex LLC
Illinois
$447M +$12.9M +3% 165
5VM
3195
5AM Venture Management
California
$447M +$467K +0.1% 30
MIM
3196
Manitou Investment Management
Ontario, Canada
$447M -$52.4M -10% 56
IF
3197
Ironwood Financial
Arizona
$446M +$11.1M +3% 155
P8IP
3198
Pier 88 Investment Partners
California
$446M +$39M +10% 106
PA
3199
Perennial Advisors
New York
$446M +$16.2M +4% 114
SXL
3200
Summit X LLC
Missouri
$446M +$55.5M +14% 244