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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
SIM
3976
SW Investment Management
Colorado
$248M +$36.8M +17% 12
AFG
3977
Allegheny Financial Group
Pennsylvania
$248M +$8.35M +3% 172
ST
3978
Skorpios Trust
Cyprus
$247M -$66.9M -21% 4
MLFP
3979
MPS Loria Financial Planners
Illinois
$247M +$22.4M +10% 74
KI
3980
Kensington Investments
Netherlands
$247M +$51.6M +26% 1
TJHA
3981
Thomas J. Herzfeld Advisors
Florida
$247M +$3.13M +1% 345
B
3982
BetterWealth
California
$247M +$24.9M +11% 45
PA
3983
Pantechnicon Advisors
United Kingdom
$247M +$60.2M +32% 21
MVG
3984
Madrona Venture Group
Washington
$247M +$38.9M +19% 6
IAM
3985
Innovis Asset Management
Illinois
$247M +$25.2M +11% 176
FCM
3986
Fortis Capital Management
Washington
$247M +$112M +83% 103
GSAM
3987
Grant Street Asset Management
Pennsylvania
$246M +$14.7M +6% 62
OFS
3988
OneAscent Financial Services
Alabama
$246M +$11M +5% 213
CA
3989
Claar Advisors
New York
$246M +$18.9M +8% 34
MFGP
3990
Marshall Financial Group (Pennsylvania)
Pennsylvania
$246M +$13.3M +6% 51
BWAM
3991
Boyd Watterson Asset Management
Ohio
$246M +$3.18M +1% 428
FI
3992
Financial Insights
Washington
$246M +$34.5M +16% 177
NC
3993
Nokomis Capital
Texas
$245M +$8.63M +4% 59
HNWAG
3994
High Net Worth Advisory Group
Florida
$245M -$11.8M -5% 627
BFA
3995
BBJS Financial Advisors
Washington
$245M +$23.5M +11% 144
EFMC
3996
Empire Financial Management Company
New York
$245M 189
MWC
3997
MBM Wealth Consultants
Missouri
$245M +$29.1M +13% 351
OAJ
3998
Ogorek Anthony Joseph
New York
$245M +$14.8M +6% 287
AWM
3999
Accel Wealth Management
Iowa
$245M +$35.6M +17% 1,308
CCP
4000
Caden Capital Partners
California
$244M +$26.1M +12% 13