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
SWM
2676
Stockman Wealth Management
Montana
$643M +$72.9M +13% 185
UFF
2677
USA Financial Formulas
Michigan
$643M +$26.4M +4% 377
MWP
2678
Meridian Wealth Partners
Pennsylvania
$643M +$76.6M +14% 116
CCMINC
2679
Cardinal Capital Management Inc (North Carolina)
North Carolina
$643M +$49M +8% 136
NEAM
2680
New England Asset Management
Connecticut
$642M +$40.2M +7% 121
BEC
2681
Blue Edge Capital
Virginia
$642M +$37.7M +6% 118
KWMG
2682
King Wealth Management Group
Florida
$642M +$41.9M +7% 157
F1I
2683
Fund 1 Investments
Puerto Rico
$641M -$82.8M -11% 83
TWP
2684
Total Wealth Planning
Ohio
$641M +$31.3M +5% 92
TGCMU
2685
Titan Global Capital Management USA
New York
$640M +$12.6M +2% 66
CPIH
2686
Consolidated Press International Holdings
Australia
$640M -$153M -19% 15
NCM
2687
Northside Capital Management
Oregon
$640M +$58.3M +10% 123
DS
2688
Dudley & Shanley
Florida
$640M +$57.8M +10% 37
QWM
2689
Quadcap Wealth Management
Texas
$639M +$85.8M +16% 398
QFA
2690
Quantum Financial Advisors
California
$639M +$69.4M +12% 199
GL
2691
Governors Lane
New York
$638M -$5.63M -0.9% 68
SAM
2692
Sompo Asset Management
Japan
$638M +$46.3M +8% 200
PFCS
2693
Pale Fire Capital SE
Czech Republic
$638M -$249M -28% 68
AIP
2694
Almanack Investment Partners
Pennsylvania
$637M +$43.2M +7% 192
SFBLI
2695
Southern Farm Bureau Life Insurance
Mississippi
$636M +$27.8M +5% 17
1WA
2696
180 Wealth Advisors
Washington
$635M +$22.2M +4% 461
RBC
2697
Roble Belko & Company
Pennsylvania
$634M +$37.2M +6% 411
PPWP
2698
Premier Path Wealth Partners
New Jersey
$634M +$47.5M +8% 385
SWM
2699
Sendero Wealth Management
Texas
$634M +$39.9M +7% 164
RC
2700
RBO & Co
California
$634M +$73.8M +13% 53