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
SNB
3251
Security National Bank
Nebraska
$340M +$25.3M +8% 100
SQA
3252
Simon Quick Advisors
New Jersey
$340M +$8.37M +3% 485
WF
3253
WoodTrust Financial
Wisconsin
$340M +$19.5M +6% 113
MLM
3254
Mount Lucas Management
Pennsylvania
$340M -$117M -26% 115
BC
3255
Brio Consultants
California
$340M +$30M +10% 72
BGDI
3256
BW Gestao de Investimentos
Brazil
$340M +$34.1M +11% 68
LFG
3257
Larson Financial Group
Missouri
$340M +$45.6M +16% 959
GWSG
3258
GPS Wealth Strategies Group
Colorado
$339M +$54.2M +19% 979
OCM
3259
Oakwood Capital Management
California
$339M +$11.3M +3% 68
ODIJL
3260
One Day In July LLC
Vermont
$339M +$41.1M +14% 64
SCP
3261
Steamboat Capital Partners
New York
$339M -$11.7M -3% 61
AWM
3262
Arbor Wealth Management
Florida
$339M +$73.1M +28% 48
BL
3263
BCWM LLC
Kansas
$339M +$3.52M +1% 77
PT
3264
Plimoth Trust
Massachusetts
$339M +$18.7M +6% 165
E
3265
EnerVest
Texas
$339M +$92.4M +38% 1
YWP
3266
YorkBridge Wealth Partners
New York
$338M +$39.8M +13% 248
SSG
3267
Summit Securities Group
New York
$338M -$61.1M -15% 474
VM
3268
Venator Management
Pennsylvania
$338M +$33.4M +11% 36
T
3269
TRUADVICE
Florida
$338M +$9.71M +3% 325
CFSG
3270
Community Financial Services Group
Vermont
$338M +$19.9M +6% 95
ACM
3271
Armbruster Capital Management
New York
$338M +$39.6M +13% 91
EWA
3272
ERTS Wealth Advisors
Michigan
$338M +$29.6M +10% 87
HC
3273
HNP Capital
New York
$337M +$31.8M +10% 151
MCM
3274
Monarch Capital Management
Indiana
$337M +$19.4M +6% 110
VAS
3275
Valicenti Advisory Services
New York
$337M +$28.5M +9% 78