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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
GWM
4526
Graybill Wealth Management
Illinois
$221M +$17.4M +9% 9.37% 51 5.88%
LWMG
4527
Levy Wealth Management Group
Pennsylvania
$220M +$38.1M +21% 9.03% 21.1% 77 12.99%
TCWM
4528
Total Clarity Wealth Management
Illinois
$220M +$9.84M +5% 7.53% 69.7% 1,091 19.71%
UOTTAIMCU
4529
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$220M +$45.2M +26% 3.72% 48.2% 66 74.24%
IMA
4530
Investment Management Associates
Colorado
$220M +$27.9M +15% 5.3% 49.5% 55 9.09%
SL
4531
SOF Ltd
Cayman Islands
$220M -$7.14M -3% 3.14% 63.6% 1 0%
MIM
4532
Moseley Investment Management
Florida
$220M +$20.1M +10% 8.48% 96.6% 183 9.29%
AFS
4533
Axiom Financial Strategies
Indiana
$220M +$7.86M +4% 4.72% 41.2% 82 9.76%
BIA
4534
Bigelow Investment Advisors
Maine
$220M +$17M +8% 6.89% 53.9% 149 10.74%
EWMCB
4535
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$220M +$21.3M +11% 5.73% 13% 52 15.38%
BWL
4536
Beacon Wealthcare LLC
North Carolina
$220M +$12.7M +6% 4.89% 42% 13 15.38%
JAM
4537
Jacobs Asset Management
New York
$220M -$41M -16% 4.9% 79.5% 53 45.28%
UFA
4538
US Financial Advisors
Massachusetts
$220M +$17.6M +9% 5.27% 12.6% 80 16.25%
SV
4539
Sturgeon Ventures
United Kingdom
$219M +$12.3M +6% 15.5% 85.9% 50 24%
HIM
4540
Harbour Investment Management
Washington
$219M +$22.1M +11% 12.5% 58.8% 78 2.56%
FFG
4541
Fortem Financial Group
California
$219M +$21.9M +11% 12.2% 179% 183 14.21%
3F
4542
360 Financial
Minnesota
$219M +$25.6M +13% 9.86% 56.6% 96 10.42%
SA
4543
SAM Advisors
California
$219M +$12.8M +6% 6.8% 47.9% 27 14.81%
LCM
4544
LDR Capital Management
New York
$219M +$42.4M +24% 3.73% 37.1% 50 40%
JPC
4545
Jabodon PT Co
Nevada
$219M -$22.4M -9% 4.79% 61.9% 46 76.09%
SSWG
4546
Seven Springs Wealth Group
Tennessee
$219M +$14.8M +7% 8.02% 56.4% 82 30.49%
OCP
4547
Oakcliff Capital Partners
New York
$219M -$6.97M -3% 4.13% 119% 11 9.09%
LC
4548
LCNB Corp
Ohio
$219M +$20.7M +10% 10.1% 60.1% 161 5.59%
CIM
4549
Chapman Investment Management
California
$219M +$26M +13% 8.28% 44% 53 20.75%
PE
4550
Point72 Europe
United Kingdom
$219M +$20.9M +11% 4.38% 95.4% 49 59.18%