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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
PIMC
3476
Praesidium Investment Management Company
New York
$540M +$27.4M +5% 4.89% 79% 13 7.69%
PGA
3477
Pilgrim Global Advisors
Nevada
$540M +$24.8M +5% 0.58% 4 25%
CI
3478
CacheTech Inc
Utah
$540M +$42.9M +9% 2.17% 239 22.18%
DWS
3479
Discipline Wealth Solutions
South Carolina
$539M +$160M +42% 2.32% 177 17.51%
SCA
3480
Stieven Capital Advisors
Missouri
$539M +$8.93M +2% 4.34% 117% 42 14.29%
ICP
3481
Interchange Capital Partners
Pennsylvania
$539M +$28.9M +6% 1.29% 79.6% 461 28.85%
BRIM
3482
Broad Run Investment Management
Virginia
$538M -$72.5M -12% 10.5% 202% 25 8%
III
3483
Independent Investors Inc
New York
$538M +$18.5M +4% 4.66% 61.6% 71 4.23%
LCM
3484
Liberty Capital Management
Michigan
$537M +$5.7M +1% 1.73% 182 3.85%
PCTC
3485
Perkins Coie Trust Company
Washington
$537M +$5.47M +1% 2.69% 70.8% 297 16.84%
GVCM
3486
Global View Capital Management
Wisconsin
$537M +$65.7M +14% 2.73% 153 21.57%
EC
3487
Edenbrook Capital
New York
$536M -$49.5M -8% 22.6% 267% 22 45.45%
LWP
3488
LMG Wealth Partners
Louisiana
$536M -$1.78M -0.3% 3.51% 88.9% 160 10%
MAP
3489
Moody Aldrich Partners
Massachusetts
$536M +$8.65M +2% 21.4% 336% 209 21.05%
OPWM
3490
Oakwell Private Wealth Management
Texas
$536M +$37.7M +8% 2.19% 63% 81 4.94%
WP
3491
Wedgewood Partners
Missouri
$535M -$12.4M -2% 0.21% 78.1% 22 18.18%
AWM
3492
Activest Wealth Management
Florida
$535M +$41.5M +8% 4.44% 105% 1,336 31.74%
SI
3493
Squadra Investments
Brazil
$535M +$86.8M +19% 7.52% 1.55% 7 28.57%
MF
3494
Manchester Financial
California
$535M +$33.9M +7% 1.87% 67.5% 149 17.45%
CTAF
3495
Call To Action Foundation
Utah
$535M -$25.5M -5% 2.41% 1 0%
LT
3496
Legacy Trust
Michigan
$535M +$27.4M +5% 4.06% 95% 198 8.08%
CWM
3497
Chemistry Wealth Management
New York
$535M +$16.2M +3% 4.6% 72% 207 5.8%
OPL
3498
Orland Properties Ltd
British Virgin Islands
$534M +$66.8M +14% 16.5% 77.6% 9 0%
FL
3499
Fourthstone LLC
Missouri
$534M -$23.3M -4% 8.48% 104% 85 38.82%
CCWM
3500
Correct Capital Wealth Management
Missouri
$534M -$73.7M -12% 1.67% 121 10.74%