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
LWM
3126
Laidlaw Wealth Management
New York
$390M +$2.28M +0.6% 290
CVM
3127
Cheviot Value Management
California
$390M -$17.4M -4% 81
BCA
3128
Bray Capital Advisors
Florida
$390M -$195K -0% 273
EN1L
3129
Engine No 1 LLC
California
$389M +$25.6M +7% 228
SQA
3130
Simon Quick Advisors
New Jersey
$389M +$10.9M +3% 457
ECM
3131
EagleClaw Capital Management
Massachusetts
$388M +$1.47M +0.4% 139
NB
3132
Nicolet Bankshares
Wisconsin
$388M +$7.35M +2% 215
IAM
3133
Infusive Asset Management
New York
$388M -$59.7M -13% 53
PA
3134
Procyon Advisors
Connecticut
$387M +$20.7M +6% 322
SG
3135
Swarthmore Group
Pennsylvania
$387M $0 0% 44
SDWMA
3136
Schneider Downs Wealth Management Advisors
Pennsylvania
$387M +$1.04M +0.3% 150
HCM
3137
Huber Capital Management
California
$387M -$4.97M -1% 101
SHJ
3138
Sharkey, Howes & Javer
Colorado
$387M +$9.97M +3% 81
SR
3139
Swiss Re
Switzerland
$386M +$94.2M +32% 6
IG
3140
Inherent Group
New York
$386M -$7.24M -2% 61
RC
3141
Reik & Co
New York
$386M -$5.72M -1% 53
LA
3142
Lynch & Associates
Indiana
$386M -$3.63M -0.9% 107
HAS
3143
HBW Advisory Services
California
$386M +$6.53M +2% 275
CAM
3144
Cypress Asset Management
Texas
$386M -$4.53M -1% 134
PCM
3145
Punch Card Management
Florida
$386M +$6.05M +2% 3
OAM
3146
Occidental Asset Management
California
$386M +$9.38M +2% 213
SFA
3147
Source Financial Advisors
New York
$385M -$3.17M -0.8% 110
KC
3148
Kingfisher Capital
North Carolina
$385M -$7.52M -2% 188
SAS
3149
Sage Advisory Services
Texas
$385M +$19.6M +5% 64
NG
3150
Northstar Group
New York
$385M +$2.71M +0.7% 154