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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
SVWAG
2076
Sound View Wealth Advisors Group
Georgia
$729M -$178M -20% 412
QIM
2077
Quest Investment Management
Oregon
$729M -$93.7M -11% 95
KPM
2078
Kinetic Partners Management
Florida
$728M +$157M +27% 27
JLBC
2079
J.L. Bainbridge & Co
Florida
$728M +$83.5M +13% 77
AWA
2080
Aaron Wealth Advisors
Illinois
$727M +$51.8M +8% 267
HCM
2081
Hengehold Capital Management
Ohio
$727M +$7.43M +1% 174
AIM
2082
Aigen Investment Management
New York
$727M +$19.9M +3% 884
RCYC
2083
Richard C. Young & Co
Rhode Island
$726M -$25.1M -3% 77
PP
2084
PDS Planning
Ohio
$725M +$99.6M +16% 309
BHB
2085
Bank Hapoalim BM
Israel
$724M -$78M -10% 173
AFP
2086
Ausdal Financial Partners
Iowa
$724M +$35.6M +5% 474
HBT
2087
Hills Bank & Trust
Iowa
$723M +$45.6M +7% 255
CPI
2088
Crestview Partners II
New York
$722M -$45.3M -6% 3
JVBC
2089
J.V. Bruni & Co
Colorado
$722M +$8.39M +1% 32
LCM
2090
LVM Capital Management
Michigan
$721M +$30.7M +4% 154
COCM
2091
Charter Oak Capital Management
New Hampshire
$721M +$53.1M +8% 174
CT
2092
Caldwell Trust
Florida
$721M +$13.6M +2% 753
SCM
2093
Somerset Capital Management
United Kingdom
$720M +$119M +20% 12
CAM
2094
Carret Asset Management
New York
$720M -$3.77M -0.5% 282
MHS
2095
M Holdings Securities
Oregon
$719M -$230M -24% 490
BCC
2096
Biglari Capital Corp
Texas
$718M +$135M +23% 12
LC
2097
L1 Capital
Australia
$718M +$69.9M +11% 15
LCG
2098
Lisanti Capital Growth
New York
$717M -$15.7M -2% 164
BFG
2099
Beacon Financial Group
Texas
$717M -$16.1M -2% 233
TCM
2100
Telos Capital Management
California
$717M +$29.7M +4% 201