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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
SDWMA
3301
Schneider Downs Wealth Management Advisors
Pennsylvania
$434M +$49.2M +13% 6.16% 43.5% 143 20.28%
KAH
3302
Kathryn A. Hall
$434M +$79.3M +22% 13.9% 95.2% 54 9.26%
LL
3303
LWMG LLC
Minnesota
$433M +$25.9M +6% 6.23% 93 13.98%
CCWM
3304
Correct Capital Wealth Management
Missouri
$433M +$37.9M +10% 9.33% 150 20%
SFP
3305
Sweet Financial Partners
Minnesota
$433M +$12.7M +3% 7.8% 22.4% 202 12.87%
OWM
3306
Opes Wealth Management
California
$433M +$16.4M +4% 2.63% 54.1% 137 11.68%
LA
3307
Lynch & Associates
Indiana
$433M +$21.5M +5% 8.97% 62.9% 125 5.6%
BHPW
3308
Beverly Hills Private Wealth
California
$433M +$50M +13% 9.52% 71.6% 384 18.23%
EGI
3309
EAM Global Investors
California
$433M +$18.5M +4% 31.1% 2,492% 130 56.15%
TCOTS
3310
Trust Company of the South
North Carolina
$433M +$54.5M +14% 6.78% 127 18.11%
DLP
3311
De Lisle Partners
United Kingdom
$433M 11.1% 162
OBWP
3312
O'Brien Wealth Partners
Massachusetts
$432M +$49.3M +13% 7.51% 56.7% 69 14.49%
LPAM
3313
Legion Partners Asset Management
California
$432M +$48.3M +13% 10.2% 95.5% 14 14.29%
GFG
3314
GR Financial Group
Arizona
$432M +$150M +53% 7.85% 55.7% 21 42.86%
MKA
3315
M. Kulyk & Associates
Georgia
$431M +$1.98M +0.5% 9.09% 52.3% 114 12.28%
FPFS
3316
First Personal Financial Services
North Carolina
$431M +$20.1M +5% 6.37% 31.5% 415 19.76%
CNBTD
3317
Citizens National Bank Trust Department
Mississippi
$431M +$36.7M +9% 9.95% 114% 342 9.65%
WAAG
3318
Wealth Alliance Advisory Group
Kansas
$431M +$48M +13% 7.92% 66.9% 199 13.57%
CFGSD
3319
Compass Financial Group (South Dakota)
South Dakota
$431M +$52.2M +14% 8.29% 48.6% 95 5.26%
TPC
3320
Tiger Pacific Capital
New York
$431M -$39M -8% 10.5% 69.6% 16 25%
SPP
3321
Single Point Partners
Massachusetts
$430M +$29.2M +7% 6.52% 52.3% 83 12.05%
PS
3322
Presima Securities
Quebec, Canada
$430M -$13.6M -3% 3.28% 10.3% 54 3.7%
HSA
3323
Hussman Strategic Advisors
Maryland
$430M -$9.91M -2% 9.79% 35.4% 279 43.01%
PA
3324
Perennial Advisors
New York
$430M +$23M +6% 9.83% 119 8.4%
CIG
3325
Capricorn Investment Group
California
$430M -$103M -19% 17.1% 226% 8 0%