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
SNB
2476
Security National Bank
Nebraska
$689M +$28.1M +4% 295
DA
2477
Dillon & Associates
Michigan
$688M +$51.3M +8% 83
RMC
2478
Resources Management Corp
Connecticut
$687M +$2.78M +0.4% 451
SWA
2479
Strategies Wealth Advisors
Michigan
$687M +$36.6M +6% 101
GIP
2480
Greatmark Investment Partners
Georgia
$686M -$18.1M -3% 129
ANRF
2481
Adams Natural Resources Fund
Maryland
$685M -$23.7M -3% 55
MWA
2482
Monograph Wealth Advisors
California
$684M +$3.08M +0.5% 163
GC
2483
Gilbert & Cook
Iowa
$684M -$49.7M -7% 229
LP
2484
LGL Partners
Pennsylvania
$684M +$87.1M +15% 120
AIA
2485
Arbor Investment Advisors
North Carolina
$684M +$820K +0.1% 115
AWP
2486
Ascent Wealth Partners
New York
$683M +$9.4M +1% 167
GGH
2487
GCM Grosvenor Holdings
Illinois
$683M +$27.2M +4% 22
AWM
2488
Avitas Wealth Management
California
$683M +$24.6M +4% 213
AI
2489
Aperture Investors
New York
$683M -$98.5M -13% 92
BFC
2490
Bedel Financial Consulting
Indiana
$682M +$44.9M +7% 259
KWM
2491
Keebeck Wealth Management
Illinois
$682M +$1.88M +0.3% 287
LG
2492
LaFleur & Godfrey
Michigan
$682M +$5.99M +0.9% 141
CSPAM
2493
Cary Street Partners Asset Management
Virginia
$681M +$36.1M +6% 210
MA
2494
MONECO Advisors
Connecticut
$680M +$50.5M +8% 450
CFG
2495
Cooper Financial Group
California
$680M +$71.7M +12% 398
PP
2496
Passaic Partners
New Jersey
$680M -$13.5M -2% 11
NCA
2497
Newbrook Capital Advisors
New York
$680M -$91.2M -12% 21
LMGAM
2498
Liberty Mutual Group Asset Management
Massachusetts
$679M +$328M +94% 131
LA
2499
LVW Advisors
New York
$679M +$88.7M +15% 312
FWM
2500
Focused Wealth Management
New York
$679M +$38.8M +6% 216