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
PT
3201
Plimoth Trust
Massachusetts
$320M +$22M +7% 161
SGCM
3202
Sand Grove Capital Management
United Kingdom
$320M +$131M +70% 15
LS
3203
Liquid Strategies
Georgia
$320M +$49.8M +18% 8
PFG
3204
PAX Financial Group
Texas
$320M +$35M +12% 151
BPCA
3205
Bank Pictet & Cie (Asia)
Singapore
$320M +$60.6M +23% 93
CWM
3206
Centric Wealth Management
Illinois
$320M +$187M +141% 220
SL
3207
SWF LLC
Nebraska
$320M +$33.5M +12% 3
KMC
3208
Kirr Marbach & Co
Indiana
$319M +$50.2M +19% 58
TC
3209
Tetrad Corporation
Nebraska
$319M +$30.5M +11% 4
SMI
3210
Shelter Mutual Insurance
Missouri
$319M +$27.2M +9% 51
HIM
3211
HawsGoodwin Investment Management
Tennessee
$319M +$37.6M +13% 111
OQS
3212
Occudo Quantitative Strategies
Florida
$319M 629
SAM
3213
Synergy Asset Management
Washington
$318M 73
CF
3214
CNA Financial
Illinois
$318M +$45.8M +17% 212
AW
3215
Avion Wealth
Texas
$318M +$20.6M +7% 384
SIM
3216
Stratos Investment Management
Ohio
$318M +$42.5M +15% 113
MCM
3217
Monarch Capital Management
Indiana
$318M +$30M +10% 104
CFSG
3218
Community Financial Services Group
Vermont
$318M +$46.9M +17% 90
BFIC
3219
Bedell Frazier Investment Counselling
California
$317M +$46.5M +17% 82
HPIA
3220
Hamilton Point Investment Advisors
North Carolina
$317M +$33.6M +12% 73
IAA
3221
Ironsides Asset Advisors
North Carolina
$317M +$1.32M +0.4% 89
NVCHI
3222
New Vernon Capital Holdings II
New Jersey
$317M +$44.6M +16% 58
PFBT
3223
Parkside Financial Bank & Trust
Missouri
$317M +$31.5M +11% 1,710
WCMN
3224
Westchester Capital Management (Nebraska)
Nebraska
$317M +$35M +12% 56
RWMH
3225
Riverpoint Wealth Management Holdings
Illinois
$317M +$41.3M +15% 82