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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
LT
3526
Legacy Trust
Michigan
$402M +$1.08M +0.3% 2.81% 95% 150 5.33%
GJCM
3527
Grand Jean Capital Management
California
$401M +$22.5M +6% 5.37% 61.4% 48 12.5%
SFG
3528
Sovereign Financial Group
Connecticut
$401M +$24.4M +6% 3.78% 90.7% 297 9.76%
LWP
3529
LMG Wealth Partners
Louisiana
$401M +$4.04M +1% 0.81% 88.9% 126 7.14%
TAM
3530
TFG Asset Management
Cayman Islands
$401M -$40.5M -9% 18.4% 72.1% 30 16.67%
JJ
3531
Johnson & Johnson
New Jersey
$401M -$4.01B -91% 5.59% 281% 25 32%
CRWM
3532
Castle Rock Wealth Management
California
$400M +$34.3M +9% 5.07% 105% 245 8.98%
FGAM
3533
Financial Gravity Asset Management
Texas
$400M +$45M +13% 1.23% 1,975 61.37%
CBTWT
3534
Community Bank & Trust (Waco, Texas)
Texas
$400M -$7.18M -2% 3.36% 108% 144 6.25%
AMG
3535
Advisors Management Group
Wisconsin
$400M -$2.58M -0.6% 1.24% 125% 172 13.37%
DL
3536
DOHJ LLC
Washington
$400M +$23.2M +6% 2.25% 51.5% 144 10.42%
JHCM
3537
Juniper Hill Capital Management
California
$400M +$25M +7% 3.24% 33.6% 5 20%
WCA
3538
Waypoint Capital Advisors
Minnesota
$400M +$17.9M +5% 1.59% 50.3% 127 13.39%
OAM
3539
Origin Asset Management
United Kingdom
$400M +$36.7M +10% 13.1% 59.3% 18 50%
HP
3540
Hartree Partners
New York
$400M +$14.1M +4% 3.94% 138% 88 59.09%
MC
3541
Miramar Capital
Illinois
$400M +$3.86M +1% 1.19% 47.3% 64 18.75%
SCM
3542
Stordahl Capital Management
Colorado
$400M +$377K +0.1% 0.26% 50.1% 51 1.96%
OGM
3543
OnyxPoint Global Management
New York
$400M +$211M +112% 6.97% 162% 15 46.67%
MAM
3544
Milestone Asset Management
Pennsylvania
$399M +$49.5M +14% 2.07% 56.1% 211 29.38%
NIC
3545
Northwest Investment Counselors
Oregon
$399M -$11.2M -3% 1% 32.4% 533 72.8%
PFA
3546
Pettinga Financial Advisors
Indiana
$399M +$6.58M +2% 3.23% 71.8% 124 6.45%
SIGI
3547
Susquehanna International Group (Ireland)
Ireland
$399M -$24.2M -6% 0.72% 5.26% 122 72.13%
P
3548
Paradiem
Louisiana
$399M -$6.33M -2% 2.1% 107% 100 17%
BCA
3549
Bray Capital Advisors
Florida
$399M +$4.76M +1% 4.99% 36.6% 264 4.17%
CC
3550
Cypress Capital
Tennessee
$398M +$32.8M +9% 1.5% 39.8% 395 80.76%