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
CWS
3176
Cypress Wealth Services
California
$449M +$19.9M +5% 276
CNBTD
3177
Citizens National Bank Trust Department
Mississippi
$449M +$18.2M +4% 353
GF
3178
Goodman Financial
Texas
$449M +$11.2M +3% 76
TFF
3179
The Family Firm
Maryland
$448M +$38M +9% 892
LC
3180
Lincoln Capital
Nebraska
$448M -$1.28M -0.3% 113
SWS
3181
SYSTM Wealth Solutions
Illinois
$448M -$343M -43% 1,014
UI
3182
Untitled Investments
New York
$448M +$10.2M +2% 20
DWM
3183
Dechtman Wealth Management
Colorado
$447M +$18.8M +4% 68
EL
3184
Essex LLC
Illinois
$447M +$12.9M +3% 166
5VM
3185
5AM Venture Management
California
$447M +$467K +0.1% 30
MIM
3186
Manitou Investment Management
Ontario, Canada
$447M -$52.4M -10% 56
IF
3187
Ironwood Financial
Arizona
$446M +$11.1M +3% 155
P8IP
3188
Pier 88 Investment Partners
California
$446M +$39M +10% 106
PA
3189
Perennial Advisors
New York
$446M +$16.2M +4% 114
SXL
3190
Summit X LLC
Missouri
$446M +$55.5M +14% 244
EGI
3191
EAM Global Investors
California
$445M +$12M +3% 130
OBWP
3192
O'Brien Wealth Partners
Massachusetts
$445M +$12.5M +3% 66
CAM
3193
Covenant Asset Management
New Jersey
$445M +$33.2M +8% 151
CSNH
3194
Crow's Nest Holdings
Virginia
$445M -$74.3M -14% 10
IA
3195
Icon Advisers
Colorado
$444M -$16.4M -4% 196
GS
3196
Gagnon Securities
New York
$444M +$21.4M +5% 102
WAAG
3197
Wealth Alliance Advisory Group
Kansas
$444M +$13.1M +3% 201
LA
3198
Lynch & Associates
Indiana
$444M +$10.8M +3% 122
WMIG
3199
White Mountains Insurance Group
New Hampshire
$444M -$174M -28% 2
IAM
3200
Iridian Asset Management
Connecticut
$443M -$66.5M -13% 56