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
SIA
3201
SeaBridge Investment Advisors
New Jersey
$478M +$69.4M +17% 211
MAM
3202
Marotta Asset Management
Virginia
$478M -$31.4M -6% 114
FC
3203
Fulcrum Capital
Washington
$478M +$18.5M +4% 116
IF
3204
Ironwood Financial
Arizona
$477M +$821K +0.2% 159
AT
3205
Arlington Trust
Alabama
$477M +$17.4M +4% 584
MMPW
3206
Mitchell McLeod Pugh & Williams
Alabama
$476M -$2.68M -0.6% 277
CC
3207
Conversant Capital
New Jersey
$476M -$59.1M -11% 20
BEW
3208
Burton Enright Welch
California
$476M +$10M +2% 99
EL
3209
Essex LLC
Illinois
$476M -$11.7M -2% 178
LC
3210
Lincoln Capital
Nebraska
$476M +$2.83M +0.6% 120
BTWM
3211
Brass Tax Wealth Management
Ohio
$475M +$8.06M +2% 214
GAM
3212
Gould Asset Management
California
$475M +$8.08M +2% 173
NHT
3213
New Hampshire Trust
New Hampshire
$475M +$7.83M +2% 183
WIM
3214
Westside Investment Management
California
$475M +$4.88M +1% 1,051
HPCM
3215
Hunter Perkins Capital Management
Illinois
$474M -$18.6M -4% 114
CSNH
3216
Crow's Nest Holdings
Virginia
$474M -$67.8M -13% 10
RIG
3217
Renaissance Investment Group
Massachusetts
$474M -$6.76M -1% 89
IR
3218
IAT Reinsurance
New York
$474M +$32M +7% 77
TWP
3219
Tyche Wealth Partners
Texas
$473M +$31.8M +7% 329
WGC
3220
Watts Gwilliam & Co
Arizona
$473M +$14.9M +3% 221
WAAG
3221
Wealth Alliance Advisory Group
Kansas
$473M -$3.03M -0.6% 202
CNBTD
3222
Citizens National Bank Trust Department
Mississippi
$473M -$2.42M -0.5% 355
CFMC
3223
Curbstone Financial Management Corp
New Hampshire
$472M +$4.74M +1% 201
NWM
3224
Northwest Wealth Management
Iowa
$472M +$43.1M +10% 179
TCM
3225
Twele Capital Management
Minnesota
$472M -$4.67M -1% 40