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
UI
3251
Untitled Investments
New York
$342M -$104M -23% 24
OIA
3252
Optimum Investment Advisors
Illinois
$342M +$12.2M +4% 981
EGA
3253
E&G Advisors
Texas
$341M +$17.7M +5% 202
BI
3254
Bulldog Investors
New Jersey
$340M +$68.6M +25% 287
FBCM
3255
Fort Baker Capital Management
California
$340M +$82.9M +32% 118
FCMV
3256
Foresite Capital Management V
California
$340M +$205M +152% 21
SNB
3257
Security National Bank
Nebraska
$340M +$25.3M +8% 100
SQA
3258
Simon Quick Advisors
New Jersey
$340M +$8.37M +3% 485
WF
3259
WoodTrust Financial
Wisconsin
$340M +$19.5M +6% 113
MLM
3260
Mount Lucas Management
Pennsylvania
$340M -$117M -26% 115
BC
3261
Brio Consultants
California
$340M +$30M +10% 72
BGDI
3262
BW Gestao de Investimentos
Brazil
$340M +$34.1M +11% 68
LFG
3263
Larson Financial Group
Missouri
$340M +$45.6M +16% 959
GWSG
3264
GPS Wealth Strategies Group
Colorado
$339M +$54.2M +19% 979
OCM
3265
Oakwood Capital Management
California
$339M +$11.3M +3% 68
ODIJL
3266
One Day In July LLC
Vermont
$339M +$41.1M +14% 64
SCP
3267
Steamboat Capital Partners
New York
$339M -$11.7M -3% 61
AWM
3268
Arbor Wealth Management
Florida
$339M +$73.1M +28% 48
BL
3269
BCWM LLC
Kansas
$339M +$3.52M +1% 77
PT
3270
Plimoth Trust
Massachusetts
$339M +$18.7M +6% 165
E
3271
EnerVest
Texas
$339M +$92.4M +38% 1
YWP
3272
YorkBridge Wealth Partners
New York
$338M +$39.8M +13% 248
SSG
3273
Summit Securities Group
New York
$338M -$61.1M -15% 474
VM
3274
Venator Management
Pennsylvania
$338M +$33.4M +11% 36
T
3275
TRUADVICE
Florida
$338M +$9.71M +3% 325