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
MSWMA
3226
Market Street Wealth Management Advisors
Indiana
$323M +$41.3M +15% 94
SIG
3227
Sargent Investment Group
Maryland
$323M -$72.8M -18% 201
BWM
3228
Brickley Wealth Management
California
$323M -$51.7M -14% 49
CM
3229
CastleKnight Management
New York
$323M -$42.3M -12% 289
SAM
3230
Summit Asset Management
Tennessee
$323M -$25.3M -7% 164
LDFR
3231
Lehman & Derafelo Financial Resources
Pennsylvania
$323M -$36.6M -10% 212
PCM
3232
Punch Card Management
Florida
$323M -$67.3M -17% 4
NQWM
3233
Northwest Quadrant Wealth Management
Oregon
$323M -$42.1M -12% 66
EL
3234
Essex LLC
Illinois
$323M -$46.3M -13% 168
AW
3235
Avion Wealth
Texas
$322M -$25.2M -7% 572
VEI
3236
Vesa Equity Investment
Luxembourg
$322M -$56.2M -15% 1
ME
3237
McIlrath & Eck
Washington
$322M -$23.9M -7% 900
HFA
3238
High Falls Advisors
New York
$322M -$50.9M -14% 124
MKA
3239
M. Kulyk & Associates
Georgia
$321M -$44.9M -12% 107
SA
3240
Sicart Associates
New York
$321M -$65.2M -17% 97
PA
3241
Perennial Advisors
New York
$321M -$55.4M -15% 94
TNA
3242
True North Advisors
Texas
$321M -$50.8M -14% 216
JSA
3243
Jacobson & Schmitt Advisors
Wisconsin
$321M -$63.9M -17% 66
ISWM
3244
Independent Solutions Wealth Management
New York
$321M -$70.7M -18% 253
GFG
3245
Greystone Financial Group
Michigan
$321M -$74.9M -19% 98
WI
3246
WrapManager Inc
California
$320M -$52.6M -14% 315
NAMP
3247
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$320M -$70.6M -18% 148
OCM
3248
Orchard Capital Management
Illinois
$320M -$31.5M -9% 53
HIP
3249
HUB Investment Partners
Texas
$320M -$45.7M -13% 191
JHCP
3250
Jackson Hole Capital Partners
Oklahoma
$320M -$27.1M -8% 255