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
SWP
3226
Summit Wealth Partners
Florida
$554M +$29.7M +6% 220
KMC
3227
Kirr Marbach & Co
Indiana
$554M +$48.1M +10% 59
EIP
3228
Ellis Investment Partners
Pennsylvania
$554M +$39.1M +8% 248
LFS
3229
Legacy Financial Strategies
Kansas
$554M +$44.1M +9% 140
TC
3230
Truvestments Capital
Florida
$553M +$53.4M +11% 1,133
LC
3231
Lavaca Capital
Texas
$552M +$308M +126% 271
SC
3232
Shay Capital
New York
$552M +$113M +26% 443
SP
3233
Saranac Partners
$552M +$364M +193% 326
EL
3234
Essex LLC
Illinois
$552M +$43.7M +9% 187
TI
3235
Trigran Investments
Illinois
$552M -$24.3M -4% 17
CM
3236
CoreCommodity Management
Connecticut
$551M -$56.5M -9% 149
BMWS
3237
Brady Martz Wealth Solutions
North Dakota
$551M +$33.9M +7% 152
AA
3238
Aire Advisors
California
$551M +$34.5M +7% 173
SFPM
3239
Sensible Financial Planning & Management
Massachusetts
$551M +$24M +5% 37
ECM
3240
Elgethun Capital Management
South Dakota
$551M +$53.7M +11% 160
CAMV
3241
Concord Asset Management (Virginia)
Virginia
$551M -$114M -17% 202
BCM
3242
Bourgeon Capital Management
Connecticut
$550M +$43.5M +9% 117
CWA
3243
Canvas Wealth Advisors
Kansas
$550M +$42.8M +8% 227
ITC
3244
Inspire Trust Company
Nevada
$549M +$64.6M +13% 113
AF
3245
Affiance Financial
Minnesota
$549M +$57M +12% 107
OP
3246
ORG Partners
Indiana
$549M +$79.7M +17% 1,726
DCM
3247
DGS Capital Management
New Jersey
$548M +$64.1M +13% 459
AAM
3248
Austin Asset Management
Texas
$548M +$35M +7% 76
WP
3249
Wedgewood Partners
Missouri
$548M +$32.7M +6% 19
QPWM
3250
Quadrant Private Wealth Management
Pennsylvania
$548M +$65.4M +14% 267