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
MCM
2576
Mattern Capital Management
Colorado
$559M -$12.5M -2% 124
BEAM
2577
Baker Ellis Asset Management
Washington
$559M -$7.77M -1% 220
LF
2578
Lee Financial
Texas
$559M +$26.4M +5% 1,011
IF
2579
Intrua Financial
Texas
$559M -$10.1M -2% 411
KWM
2580
Kanen Wealth Management
Florida
$558M +$269M +93% 26
DIA
2581
Dean Investment Associates
Ohio
$558M -$9.93M -2% 238
TI
2582
Truxt Investmentos
Brazil
$557M +$185M +50% 14
RB
2583
Rodgers Brothers
Pennsylvania
$557M -$4.85M -0.9% 215
DSAM
2584
Dock Street Asset Management
Florida
$557M -$50.1M -8% 82
FAAM
2585
First Ascent Asset Management
Colorado
$556M +$31.4M +6% 41
BEP
2586
Bluescape Energy Partners
Texas
$556M -$72.4M -12% 3
FC
2587
FORA Capital
Florida
$555M +$297M +115% 671
TIS
2588
Tortoise Index Solutions
Kansas
$554M +$100M +22% 111
AWM
2589
Avitas Wealth Management
California
$554M -$42.1M -7% 222
IAIM
2590
International Assets Investment Management
Florida
$554M -$18.9M -3% 601
SCM
2591
SKBA Capital Management
California
$554M +$23M +4% 85
SCM
2592
SOL Capital Management
Maryland
$554M +$487K +0.1% 272
HCA
2593
Heck Capital Advisors
Wisconsin
$553M +$2.48M +0.5% 136
LSPW
2594
Lake Street Private Wealth
Illinois
$553M -$14.6M -3% 356
MIC
2595
Means Investment Company
Maine
$552M -$9.36M -2% 205
HCP
2596
Holt Capital Partners
Texas
$552M -$16.5M -3% 164
HAM
2597
HHR Asset Management
New Jersey
$552M -$286M -34% 36
TW
2598
TrinityPoint Wealth
Connecticut
$552M -$11.1M -2% 330
MAM
2599
Mark Asset Management
New York
$552M -$139M -20% 53
CNB
2600
Camden National Bank
Maine
$552M -$17.4M -3% 157