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
SAM
3226
Summit Asset Management
Tennessee
$309M -$13.7M -4% 158
SMI
3227
Shelter Mutual Insurance
Missouri
$309M -$21.3M -6% 54
HFS
3228
Howard Financial Services
Texas
$308M +$14M +5% 135
SIGI
3229
Susquehanna International Group (Ireland)
Ireland
$308M -$111M -26% 107
LWA
3230
Lineweaver Wealth Advisors
Ohio
$308M +$5.56M +2% 136
NCM
3231
Northside Capital Management
Oregon
$308M -$8.64M -3% 93
RA
3232
RiverPark Advisors
New York
$308M -$7.51M -2% 170
SAS
3233
SMI Advisory Services
Indiana
$308M +$27.3M +10% 44
FA
3234
Fermata Advisors
California
$307M +$20.5M +7% 165
RWG
3235
Ratio Wealth Group
Colorado
$307M -$170K -0.1% 63
ECM
3236
Endurant Capital Management
California
$307M +$44.9M +17% 70
MCM
3237
Monarch Capital Management
Indiana
$307M -$28.7M -9% 121
TAM
3238
Tucker Asset Management
Colorado
$307M -$2.99M -1% 938
HWM
3239
HFR Wealth Management
New York
$307M -$24.6M -7% 60
FPB
3240
First PREMIER Bank
South Dakota
$306M -$28.5M -9% 434
BCP
3241
Bayberry Capital Partners
New York
$306M -$13.4M -4% 18
JWM
3242
Janiczek Wealth Management
Colorado
$306M -$29.3M -9% 1,087
MAC
3243
Monarch Alternative Capital
New York
$306M -$43.4M -12% 9
KC
3244
Kadensa Capital
Hong Kong
$306M +$42.6M +16% 28
HP
3245
Harbourvest Partners
Massachusetts
$306M +$1.16M +0.4% 69
SF
3246
Symphony Financial
Texas
$306M -$32.3M -10% 204
UF
3247
Univest Financial
Pennsylvania
$306M -$895K -0.3% 109
OWA
3248
One Wealth Advisors
California
$306M -$67.9M -18% 221
PIM
3249
Parker Investment Management
California
$305M -$127M -29% 29
WCP
3250
Welch Capital Partners
New York
$305M -$20M -6% 35