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
AI
3076
AXS Investments
New York
$387M +$12.8M +3% 489
IAS
3077
IMA Advisory Services
Colorado
$387M -$2.25M -0.6% 301
SFG
3078
SevenBridge Financial Group
Pennsylvania
$387M -$333K -0.1% 192
EFG
3079
Ethos Financial Group
Pennsylvania
$387M +$90.6M +31% 200
PAMI
3080
Perseverance Asset Management International
Cayman Islands
$386M +$55.4M +17% 17
EIG
3081
Ellenbecker Investment Group
Wisconsin
$386M -$10.2M -3% 103
TI
3082
Truxt Investmentos
Brazil
$386M -$12.2M -3% 22
PPP
3083
Private Portfolio Partners
New Jersey
$386M -$3.78M -1% 266
HM
3084
HCEP Management
Hong Kong
$386M -$141M -27% 18
CAM
3085
Capco Asset Management
Florida
$386M -$2.88M -0.7% 20
D
3086
Diversified
Delaware
$385M -$7.22M -2% 149
PS
3087
Presima Securities
Quebec, Canada
$385M +$20.9M +6% 48
ISB
3088
Iowa State Bank
Iowa
$385M -$13.1M -3% 110
SCA
3089
Stieven Capital Advisors
Missouri
$385M -$1.2M -0.3% 43
PCI
3090
Planning Center Inc
Illinois
$385M -$8.68M -2% 72
FPFS
3091
First Personal Financial Services
North Carolina
$384M -$18.2M -5% 403
OFS
3092
OneAscent Financial Services
Alabama
$384M +$159M +71% 295
TPC
3093
Tiger Pacific Capital
New York
$384M +$17.4M +5% 12
SONJCPFE
3094
State of New Jersey Common Pension Fund E
New Jersey
$384M +$16.7M +5% 2
PC
3095
Peavine Capital
Nevada
$384M -$40.4M -10% 11
CBFP
3096
Cedar Brook Financial Partners
Ohio
$383M -$37M -9% 427
MTC
3097
Matrix Trust Company
Colorado
$383M -$4.66M -1% 65
CAWM
3098
Capital Advisors Wealth Management
Washington
$383M -$7.91M -2% 146
MRWM
3099
ML&R Wealth Management
Texas
$383M -$70.4M -16% 96
IRC
3100
Investors Research Corp
Georgia
$383M -$13.3M -3% 1,119