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
EL
3276
Essex LLC
Illinois
$462M -$14.7M -3% 180
CFSG
3277
Community Financial Services Group
Vermont
$461M -$43.3M -9% 119
RK
3278
Rather & Kittrell
Tennessee
$461M +$35.6M +8% 87
CBB
3279
Citizens Business Bank
California
$461M -$73.9M -14% 108
WGC
3280
Watts Gwilliam & Co
Arizona
$461M -$12.4M -3% 218
TC
3281
Truvestments Capital
Florida
$461M +$71.9M +19% 1,181
SCM
3282
Steadview Capital Management
United Kingdom
$460M -$23.2M -5% 10
WRPWM
3283
Werba Rubin Papier Wealth Management
California
$460M +$35.9M +8% 212
AMG
3284
Advisors Management Group
Wisconsin
$460M +$37M +9% 156
KFI
3285
Key Financial Inc
Pennsylvania
$460M +$19.6M +4% 1,417
FFG
3286
Fiduciary Financial Group
California
$459M +$3.36M +0.7% 321
FIG
3287
Fortress Investment Group
New York
$459M -$170M -27% 47
LFS
3288
Legacy Financial Strategies
Kansas
$459M -$5.73M -1% 127
FGAM
3289
Financial Gravity Asset Management
Texas
$459M 1,080
VPP
3290
Vertex Planning Partners
Illinois
$458M +$4.89M +1% 196
MFGM
3291
Marshall Financial Group (Maryland)
Maryland
$458M +$44.9M +11% 241
TC
3292
Towle & Co
Colorado
$458M -$124M -21% 56
MS
3293
Maven Securities
Jersey
$457M -$164M -26% 537
SW
3294
SkyOak Wealth
Michigan
$457M -$10.9M -2% 280
CA
3295
Cambridge Advisors
Nebraska
$457M +$8.55M +2% 178
SF
3296
Safeguard Financial
Wisconsin
$456M -$3.72M -0.8% 117
ICM
3297
Irenic Capital Management
New York
$456M -$200M -30% 30
CPA
3298
Capital Performance Advisors
California
$456M +$143M +46% 285
HA
3299
Herold Advisors
New York
$455M -$3.53M -0.8% 291
CCT
3300
Chemung Canal Trust
New York
$455M -$24.6M -5% 126