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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
$508M -$20.4M -4% 1.93% 81.7% 232 9.48%
TPM
3177
Triasima Portfolio Management
Quebec, Canada
$508M -$7.12M -1% 3.08% 210% 170 30.59%
BMM
3178
Buffington Mohr McNeal
Idaho
$507M -$96M -16% 3.07% 29.3% 141 26.95%
OC
3179
Oakmont Corp
California
$507M -$65.1M -11% 7.58% 70.2% 31 9.68%
FA
3180
Financial Advisors
Massachusetts
$507M -$14.5M -3% 1.67% 71.5% 83 2.41%
W
3181
WPWealth
Texas
$506M +$17M +3% 0.88% 38.2% 96 15.63%
B
3182
Bellecapital
Switzerland
$506M -$59.8M -11% 3.93% 128% 162 22.84%
BHPW
3183
Beverly Hills Private Wealth
California
$506M +$10.6M +2% 1.22% 80% 352 9.38%
FRGX
3184
First Reserve GP XIII
Connecticut
$505M +$48.3M +11% 4.61% 5.56% 2 50%
SGA
3185
Strategic Global Advisors
California
$505M -$41.8M -8% 2.85% 137% 152 21.71%
GSEP
3186
Golden State Equity Partners
California
$505M -$18.1M -3% 1.58% 477 19.29%
DSC
3187
Duncker Streett & Co
Missouri
$505M -$33.9M -6% 1.6% 90.9% 541 9.06%
MP
3188
Moment Partners
California
$505M -$20.2M -4% 3.05% 119 11.76%
GSWM
3189
Greenup Street Wealth Management
Michigan
$505M +$1.11M +0.2% 0.7% 65.6% 118 37.29%
AIP
3190
Almanack Investment Partners
Pennsylvania
$505M -$144M -22% 2.48% 77.8% 204 35.29%
ACA
3191
Affinity Capital Advisors
California
$504M -$27.1M -5% 2.32% 62% 160 10%
HP
3192
Hound Partners
New York
$504M +$244M +94% 15.8% 19.7% 22 36.36%
TWP
3193
TFO Wealth Partners
Ohio
$504M +$294M +139% 0.46% 63.6% 39 74.36%
SFWA
3194
Summit Financial Wealth Advisors
Louisiana
$504M -$7.26M -1% 1.15% 61.5% 158 9.49%
JHCP
3195
Jackson Hole Capital Partners
Oklahoma
$504M +$8.74M +2% 1.04% 71.4% 287 7.32%
LIM
3196
Lathrop Investment Management
Arkansas
$504M -$20.8M -4% 0.48% 72.2% 88 7.95%
SFS
3197
Security Financial Services
Indiana
$504M +$12.6M +3% 1.35% 60.7% 178 11.24%
PGAM
3198
Princeton Global Asset Management
New Jersey
$504M -$31.1M -6% 2% 104% 673 13.97%
NCM
3199
Noesis Capital Mangement
Florida
$503M -$21.2M -4% 3.85% 128% 131 19.08%
BCM
3200
Brasada Capital Management
Texas
$503M -$69.8M -12% 0.6% 76.5% 156 33.33%