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
CT
3301
Clearstead Trust
Maine
$449M -$13.4M -3% 881
LCM
3302
Liberty Capital Management
Michigan
$449M -$1.54M -0.3% 163
OM
3303
Opaleye Management
Massachusetts
$449M -$122M -21% 54
LWP
3304
LMG Wealth Partners
Louisiana
$449M -$9.97M -2% 138
RA
3305
Riversedge Advisors
Delaware
$448M +$6.09M +1% 121
DA
3306
Dash Acquisitions
California
$448M -$21.5M -5% 66
RBCM
3307
Raub Brock Capital Management
California
$448M -$22.8M -5% 44
TFF
3308
The Family Firm
Maryland
$448M -$1.9M -0.4% 220
PIM
3309
Paradice Investment Management
Colorado
$448M -$56.4M -11% 26
ECM
3310
Elgethun Capital Management
South Dakota
$448M +$35.6M +9% 163
TAM
3311
TCP Asset Management
Ohio
$447M -$6.04M -1% 96
SC
3312
Steginsky Capital
New York
$447M -$19.8M -4% 7
GWAG
3313
Garrett Wealth Advisory Group
Texas
$447M +$7.57M +2% 113
PS
3314
Presima Securities
Quebec, Canada
$447M +$40.6M +10% 52
SAM
3315
Satovsky Asset Management
New York
$447M +$9.93M +2% 57
ISWM
3316
Independent Solutions Wealth Management
New York
$447M -$10.6M -2% 186
MWM
3317
MinichMacGregor Wealth Management
New York
$446M -$35.2M -7% 143
CMA
3318
Cedar Mountain Advisors
Oregon
$446M -$8.66M -2% 390
PPW
3319
Presilium Private Wealth
Pennsylvania
$446M +$11.5M +3% 77
FCA
3320
FLC Capital Advisors
California
$446M +$11.2M +3% 188
GWP
3321
Gateway Wealth Partners
Wisconsin
$445M +$59M +15% 330
BCM
3322
Blume Capital Management
California
$445M -$465K -0.1% 460
FWA
3323
FSM Wealth Advisors
Ohio
$445M +$36.1M +9% 220
FMN
3324
Financial Management Network
California
$444M -$36.7M -8% 166
PSP
3325
Pacific Sage Partners
Washington
$444M +$5.77M +1% 114