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
IP
3026
Ignite Planners
California
$574M +$63.4M +12% 370
LWM
3027
LJI Wealth Management
Indiana
$574M +$71.9M +14% 193
AMG
3028
Asset Management Group
Connecticut
$574M +$32.5M +6% 135
NB
3029
Northwest Bancshares
Pennsylvania
$574M +$29.4M +5% 195
WM
3030
WS Management
Florida
$573M -$18.3M -3% 38
PAMS
3031
Pinpoint Asset Management (Singapore)
$572M 102
AIA
3032
Allied Investment Advisors
Montana
$572M +$44.5M +8% 91
SAM
3033
Smithbridge Asset Management
Pennsylvania
$572M +$32.3M +6% 129
FBCM
3034
Fort Baker Capital Management
California
$571M +$102M +22% 87
WIC
3035
Water Island Capital
New York
$571M -$5.73M -1% 104
OC
3036
Oakmont Corp
California
$571M +$64M +13% 32
SIG
3037
Sky Investment Group
Connecticut
$571M +$29M +5% 143
SCM
3038
Schnieders Capital Management
California
$570M +$102M +22% 230
HWM
3039
Horizon Wealth Management
Illinois
$569M -$23.8M -4% 118
PA
3040
Probity Advisors
Texas
$569M +$48.6M +9% 237
BMC
3041
Battery Management Corp
Massachusetts
$569M -$118M -17% 7
RI
3042
RPTC Inc
Wyoming
$569M +$71M +14% 7
TWP
3043
TFO Wealth Partners
Ohio
$568M +$64M +13% 49
SIC
3044
SFE Investment Counsel
California
$568M +$67.4M +13% 152
VI
3045
Versor Investments
New York
$567M -$46M -7% 981
PIMC
3046
Praesidium Investment Management Company
New York
$567M +$32.2M +6% 15
SFG
3047
SevenBridge Financial Group
Pennsylvania
$567M +$59M +12% 229
MCO
3048
MAK Capital One
New York
$567M +$96.5M +21% 14
SFS
3049
Security Financial Services
Indiana
$566M +$62.5M +12% 188
VHMC
3050
Value Holdings Management Company
New York
$566M +$32.9M +6% 34