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
BEAM
2501
Baker Ellis Asset Management
Washington
$557M -$31.2M -5% 216
HIC
2502
Hartline Investment Corp
Illinois
$557M -$30M -5% 117
GIM
2503
Greylin Investment Management
Virginia
$557M +$2.97M +0.5% 74
LSPW
2504
Lake Street Private Wealth
Illinois
$556M -$13.2M -2% 305
NFT
2505
Nan Fung Trinity
Hong Kong
$555M +$149M +37% 33
MSAM
2506
Moloney Securities Asset Management
Missouri
$555M -$10.6M -2% 479
GLR
2507
Great Lakes Retirement
Ohio
$555M -$10.8M -2% 236
GWP
2508
Gateway Wealth Partners
Wisconsin
$555M -$4.69M -0.8% 273
DCM
2509
Discovery Capital Management
Connecticut
$554M -$303M -35% 69
IF
2510
Intrua Financial
Texas
$552M -$6.97M -1% 378
NAM
2511
NTV Asset Management
West Virginia
$552M -$21.4M -4% 266
NRG
2512
Nemes Rush Group
Michigan
$552M -$15.4M -3% 734
HR
2513
Hardy Reed
Mississippi
$552M -$15.8M -3% 108
SWIG
2514
Strategic Wealth Investment Group
Kentucky
$552M -$78.5M -12% 129
RIM
2515
RW Investment Management
Idaho
$551M +$67.9M +14% 88
RC
2516
RBO & Co
California
$550M -$37.8M -6% 56
PP
2517
Passaic Partners
New Jersey
$550M -$35M -6% 10
HS
2518
Hazelview Securities
Ontario, Canada
$550M -$97.3M -15% 48
WAM
2519
Wallington Asset Management
Indiana
$550M -$7.73M -1% 84
CEI
2520
Clark Estates Inc
New York
$550M -$43.6M -7% 108
CIC
2521
Cornercap Investment Counsel
Georgia
$550M -$25.8M -4% 683
SCA
2522
Stillwater Capital Advisors
Pennsylvania
$550M -$15.9M -3% 74
CWP
2523
Curated Wealth Partners
California
$549M +$33.9M +7% 147
PIA
2524
Perennial Investment Advisors
California
$549M -$12.2M -2% 341
EC
2525
Engaged Capital
California
$549M -$143M -21% 10