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
IIM
3101
Ipswich Investment Management
Massachusetts
$391M -$434K -0.1% 200
MTC
3102
Matrix Trust Company
Colorado
$391M +$8.34M +2% 22
PWMG
3103
Prestige Wealth Management Group
New Jersey
$391M +$14M +4% 1,079
CM
3104
Condire Management
Texas
$391M -$76.3M -16% 27
IIC
3105
Ironwood Investment Counsel
Arizona
$390M +$13.9M +4% 210
SWA
3106
SOA Wealth Advisors
New York
$390M +$1.17M +0.3% 1,022
VW
3107
Vantage Wealth
California
$390M -$18.5M -5% 35
EFL
3108
ERn Financial LLC
Wisconsin
$390M +$108M +38% 139
TC
3109
Trust Company
Kansas
$390M +$248M +174% 315
LWM
3110
Laidlaw Wealth Management
New York
$390M +$2.28M +0.6% 290
CVM
3111
Cheviot Value Management
California
$390M -$17.4M -4% 81
BCA
3112
Bray Capital Advisors
Florida
$390M -$195K -0% 273
EN1L
3113
Engine No 1 LLC
California
$389M +$25.6M +7% 228
SQA
3114
Simon Quick Advisors
New Jersey
$389M +$10.9M +3% 457
ECM
3115
EagleClaw Capital Management
Massachusetts
$388M +$1.47M +0.4% 139
NB
3116
Nicolet Bankshares
Wisconsin
$388M +$7.35M +2% 215
IAM
3117
Infusive Asset Management
New York
$388M -$59.7M -13% 53
PA
3118
Procyon Advisors
Connecticut
$387M +$20.7M +6% 322
SG
3119
Swarthmore Group
Pennsylvania
$387M $0 0% 44
SDWMA
3120
Schneider Downs Wealth Management Advisors
Pennsylvania
$387M +$1.04M +0.3% 150
HCM
3121
Huber Capital Management
California
$387M -$4.97M -1% 101
SHJ
3122
Sharkey, Howes & Javer
Colorado
$387M +$9.97M +3% 81
SR
3123
Swiss Re
Switzerland
$386M +$94.2M +32% 6
IG
3124
Inherent Group
New York
$386M -$7.24M -2% 61
RC
3125
Reik & Co
New York
$386M -$5.72M -1% 53