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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
EFS
1876
Essex Financial Services
Connecticut
$1.01B +$137M +16% 520
CS
1877
Central Securities
New York
$1.01B +$62.9M +7% 32
SGCIA
1878
Smith Graham & Co Investment Advisors
Texas
$1.01B +$10.5M +1% 143
SM
1879
SB Management
United Arab Emirates
$1B +$37.7M +4% 35
EWM
1880
Executive Wealth Management
Michigan
$1B +$98.7M +11% 208
TTWM
1881
TCV Trust & Wealth Management
Virginia
$1B +$101M +11% 223
FCM
1882
Fernbridge Capital Management
California
$1B +$182M +22% 24
MC
1883
MIG Capital
California
$1B -$37.9M -4% 28
ACM
1884
Ashford Capital Management
Delaware
$1B -$97.7M -9% 118
RC
1885
Roundview Capital
New Jersey
$1B +$95.5M +11% 309
GIM
1886
Grassi Investment Management
California
$1B +$112M +13% 155
SAM
1887
Southernsun Asset Management
Tennessee
$1B +$53.4M +6% 35
SAM
1888
SP Asset Management
California
$1,000M +$42.9M +4% 133
BWP
1889
Baldwin Wealth Partners
Massachusetts
$1,000M +$98.6M +11% 664
GF
1890
Greenhouse Funds
Maryland
$1,000M +$79.5M +9% 47
TCM
1891
Twin Capital Management
Pennsylvania
$999M +$23.3M +2% 309
MTC
1892
McDaniel Terry & Co
Texas
$998M +$141M +16% 98
MM
1893
Main Management
California
$998M +$68.6M +7% 155
SFG
1894
StrategIQ Financial Group
Indiana
$998M +$495M +98% 300
IWP
1895
Icon Wealth Partners
Texas
$997M +$61.4M +7% 352
PCM
1896
Penn Capital Management
Pennsylvania
$997M +$5.97M +0.6% 202
AIC
1897
AWM Investment Company
New York
$997M -$22.1M -2% 128
BHB
1898
Bank Hapoalim BM
Israel
$996M +$39.5M +4% 259
SCA
1899
Summit Creek Advisors
Minnesota
$996M +$50.3M +5% 78
MAM
1900
Meeder Asset Management
Ohio
$995M -$912M -48% 2,763