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
CIG
3251
Capricorn Investment Group
California
$463M -$69.7M -13% 7
SWM
3252
SilverOak Wealth Management
Minnesota
$462M -$2.38M -0.5% 104
LA
3253
Lynch & Associates
Indiana
$462M +$1.46M +0.3% 119
GL
3254
Governors Lane
New York
$462M -$208M -31% 80
GPWA
3255
Great Point Wealth Advisors
Massachusetts
$462M +$4.74M +1% 58
TWP
3256
Tyche Wealth Partners
Texas
$462M -$11.4M -2% 328
IRC
3257
Investors Research Corp
Georgia
$462M +$6.56M +1% 1,000
SSA
3258
Sierra Summit Advisors
Nevada
$462M -$36.4M -7% 202
EL
3259
Essex LLC
Illinois
$462M -$14.7M -3% 180
CFSG
3260
Community Financial Services Group
Vermont
$461M -$43.3M -9% 119
RK
3261
Rather & Kittrell
Tennessee
$461M +$35.6M +8% 87
CBB
3262
Citizens Business Bank
California
$461M -$73.9M -14% 108
WGC
3263
Watts Gwilliam & Co
Arizona
$461M -$12.4M -3% 218
TC
3264
Truvestments Capital
Florida
$461M +$71.9M +19% 1,181
SCM
3265
Steadview Capital Management
United Kingdom
$460M -$23.2M -5% 10
WRPWM
3266
Werba Rubin Papier Wealth Management
California
$460M +$35.9M +8% 212
AMG
3267
Advisors Management Group
Wisconsin
$460M +$37M +9% 156
KFI
3268
Key Financial Inc
Pennsylvania
$460M +$19.6M +4% 1,417
FFG
3269
Fiduciary Financial Group
California
$459M +$3.36M +0.7% 321
FIG
3270
Fortress Investment Group
New York
$459M -$170M -27% 47
LFS
3271
Legacy Financial Strategies
Kansas
$459M -$5.73M -1% 127
VPP
3272
Vertex Planning Partners
Illinois
$458M +$4.89M +1% 196
MFGM
3273
Marshall Financial Group (Maryland)
Maryland
$458M +$44.9M +11% 241
TC
3274
Towle & Co
Colorado
$458M -$124M -21% 56
MS
3275
Maven Securities
Jersey
$457M -$164M -26% 537