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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
SDJVC
2451
St. Denis J. Villere & Co
Louisiana
$907M -$89.8M -9% 2.54% 28.4% 83 12.05%
SDWMA
2452
Schneider Downs Wealth Management Advisors
Pennsylvania
$907M +$19.7M +2% 0.51% 43.5% 162 7.41%
TLIC
2453
Taiyo Life Insurance Company
Japan
$906M -$262M -22% 5.08% 63.8% 10 0%
SWM
2454
Stockman Wealth Management
Montana
$906M +$47.6M +6% 2.9% 61.9% 192 14.58%
RWA
2455
Redhawk Wealth Advisors
Minnesota
$906M +$14M +2% 1.99% 111% 431 25.29%
HIGP
2456
Hill Investment Group Partners
Missouri
$906M +$64.9M +8% 2.44% 41.1% 52 7.69%
PSCM
2457
Per Stirling Capital Management
Texas
$905M +$14.4M +2% 0.42% 52.6% 333 16.82%
AHB
2458
Abner Herrman & Brock
New Jersey
$905M -$74.3M -8% 3.07% 139% 120 14.17%
PIP
2459
Permian Investment Partners
Texas
$905M +$22.1M +3% 8.6% 81.9% 14 28.57%
EI
2460
EnCap Investments
Texas
$905M 40.2% 4
SWM
2461
Sendero Wealth Management
Texas
$904M +$2.01M +0.2% 2.76% 77.4% 218 16.06%
AOWM
2462
Asset One Wealth Management
Washington
$904M +$174M +24% 0.5% 355 27.89%
OCA
2463
Octagon Capital Advisors
New York
$904M +$79.9M +10% 34.6% 2,555% 34 35.29%
AIC
2464
AWM Investment Company
New York
$903M -$132M -13% 10.9% 488% 115 26.09%
EWM
2465
Evermay Wealth Management
Virginia
$902M +$10.9M +1% 1.62% 56.2% 623 13.16%
PC
2466
Periscope Capital
Ontario, Canada
$902M +$27.5M +3% 0.05% 26.8% 489 41.1%
GGH
2467
GCM Grosvenor Holdings
Illinois
$901M +$196M +28% 4.7% 87.6% 23 8.7%
GA
2468
Goldstein Advisors
Wisconsin
$900M +$22.5M +3% 1.58% 55.1% 240 12.92%
BWP
2469
Barlow Wealth Partners
Kentucky
$900M -$26.5M -3% 1.39% 144 11.11%
BWP
2470
BlueStem Wealth Partners
Minnesota
$900M -$5.86M -0.6% 1.09% 141 23.4%
DA
2471
Denali Advisors
California
$900M -$1.32M -0.1% 2.32% 85.8% 351 21.08%
WP
2472
WealthShield Partners
North Carolina
$898M -$9.19M -1% 1.07% 53.5% 626 12.46%
GEM
2473
Global Endowment Management
North Carolina
$896M +$95M +12% 1.23% 35.8% 145 17.93%
IWP
2474
IAG Wealth Partners
Wisconsin
$896M +$32.2M +4% 0.42% 41.4% 532 11.09%
IWS
2475
Insight Wealth Strategies
California
$896M +$23.6M +3% 3.46% 79.5% 188 14.89%