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
SFP
2576
Shepherd Financial Partners
Massachusetts
$560M -$15.8M -3% 173
SRCM
2577
Sage Rock Capital Management
New York
$560M -$112M -17% 365
MCM
2578
Mattern Capital Management
Colorado
$559M -$12.5M -2% 124
BEAM
2579
Baker Ellis Asset Management
Washington
$559M -$7.77M -1% 220
LF
2580
Lee Financial
Texas
$559M +$26.4M +5% 1,011
IF
2581
Intrua Financial
Texas
$559M -$10.1M -2% 411
KWM
2582
Kanen Wealth Management
Florida
$558M +$269M +93% 26
DIA
2583
Dean Investment Associates
Ohio
$558M -$9.93M -2% 238
TI
2584
Truxt Investmentos
Brazil
$557M +$185M +50% 14
RB
2585
Rodgers Brothers
Pennsylvania
$557M -$4.85M -0.9% 215
DSAM
2586
Dock Street Asset Management
Florida
$557M -$50.1M -8% 82
FAAM
2587
First Ascent Asset Management
Colorado
$556M +$31.4M +6% 41
BEP
2588
Bluescape Energy Partners
Texas
$556M -$72.4M -12% 3
FC
2589
FORA Capital
Florida
$555M +$297M +115% 671
TIS
2590
Tortoise Index Solutions
Kansas
$554M +$100M +22% 111
AWM
2591
Avitas Wealth Management
California
$554M -$42.1M -7% 222
IAIM
2592
International Assets Investment Management
Florida
$554M -$18.9M -3% 601
SCM
2593
SKBA Capital Management
California
$554M +$23M +4% 85
SCM
2594
SOL Capital Management
Maryland
$554M +$487K +0.1% 272
HCA
2595
Heck Capital Advisors
Wisconsin
$553M +$2.48M +0.5% 136
LSPW
2596
Lake Street Private Wealth
Illinois
$553M -$14.6M -3% 356
MIC
2597
Means Investment Company
Maine
$552M -$9.36M -2% 205
HCP
2598
Holt Capital Partners
Texas
$552M -$16.5M -3% 164
HAM
2599
HHR Asset Management
New Jersey
$552M -$286M -34% 36
TW
2600
TrinityPoint Wealth
Connecticut
$552M -$11.1M -2% 330