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
SCM
3026
Schnieders Capital Management
California
$642M +$81.1M +14% 228
SIC
3027
SFE Investment Counsel
California
$641M +$15M +2% 153
CPG
3028
Cornerstone Planning Group
New Jersey
$641M +$16.9M +3% 1,869
EA
3029
Eclectic Associates
California
$641M +$96.4M +18% 153
NIEF
3030
Nalanda India Equity Fund
Mauritius
$641M +$110M +21% 1
SP
3031
Stablepoint Partners
Massachusetts
$641M +$10.9M +2% 251
GFG
3032
Greystone Financial Group
Michigan
$641M -$4.7M -0.7% 105
CT
3033
Chicago Trust
Illinois
$640M -$80.7M -11% 427
BPC
3034
Bearing Point Capital
Minnesota
$640M +$58.7M +10% 194
OL
3035
Optas LLC
Texas
$639M +$50.2M +9% 512
NGM
3036
North Growth Management
British Columbia, Canada
$639M +$65M +11% 47
W
3037
WPWealth
Texas
$639M +$27.1M +4% 98
DMC
3038
Drexel Morgan & Co
Pennsylvania
$639M +$2.18M +0.3% 58
SA
3039
Strategic Advisors
New York
$638M +$18.9M +3% 190
SWM
3040
SilverOak Wealth Management
Minnesota
$638M +$45.3M +8% 124
PWW
3041
Pettyjohn Wood & White
Virginia
$638M +$32.4M +5% 219
SRFM
3042
Shannon River Fund Management
New York
$638M +$16.3M +3% 32
SFS
3043
Security Financial Services
Indiana
$637M +$18.4M +3% 218
HFS
3044
Hughes Financial Services
Virginia
$637M +$8.03M +1% 1,346
AMM
3045
American Money Management
California
$636M +$37M +6% 175
SSCM
3046
Summit Street Capital Management
New York
$636M -$92.8M -13% 31
SCA
3047
Summit Creek Advisors
Minnesota
$636M -$50.5M -7% 74
NWM
3048
Northwest Wealth Management
Iowa
$636M +$28.8M +5% 258
CT
3049
Clearstead Trust
Maine
$635M +$50M +9% 1,586
SAM
3050
Secure Asset Management
Michigan
$635M +$28.7M +5% 349