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
SWM
3376
Southern Wealth Management
Texas
$340M -$6.6M -2% 55
DFG
3377
Delphi Financial Group
Delaware
$340M -$24.8M -7% 33
PA
3378
Perennial Advisors
New York
$340M -$4.92M -1% 299
PFBT
3379
Parkside Financial Bank & Trust
Missouri
$339M -$6.26M -2% 1,910
LCM
3380
Liberty Capital Management
Michigan
$339M +$10.5M +3% 126
UTC
3381
Unified Trust Company
Kentucky
$339M +$1.86M +0.6% 85
KC
3382
Kize Capital
New York
$339M -$56M -14% 8
FCA
3383
FLC Capital Advisors
California
$339M -$654K -0.2% 176
RRCP
3384
Rip Road Capital Partners
Massachusetts
$339M -$30.6M -8% 18
AIA
3385
Alera Investment Advisors
Illinois
$339M +$6.21M +2% 96
LA
3386
LexAurum Advisors
Kansas
$339M +$1.01M +0.3% 291
EWP
3387
Engrave Wealth Partners
Texas
$339M +$7.11M +2% 81
CPA
3388
Court Place Advisors
Maryland
$338M -$5.23M -2% 182
BAS
3389
Brown Advisory Securities
Maryland
$338M -$301M -47% 287
BIA
3390
Bell Investment Advisors
California
$338M 1,868
CA
3391
Claar Advisors
New York
$337M +$1.88M +0.6% 39
NIF
3392
Nalanda India Fund
Mauritius
$337M +$7.96M +2% 1
FSCM
3393
First Sabrepoint Capital Management
Texas
$337M +$26.2M +8% 32
PIM
3394
Progressive Investment Management
Oregon
$337M +$16.4M +5% 55
CBN
3395
Cadence Bank NA
Texas
$337M +$2.23M +0.7% 220
GFG
3396
Greystone Financial Group
Michigan
$336M -$65.8M -16% 94
PC
3397
Permit Capital
Pennsylvania
$336M +$3.67M +1% 25
SIAP
3398
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$336M -$5.54M -2% 624
ME
3399
McIlrath & Eck
Washington
$336M +$6.85M +2% 857
BRM
3400
Boston Research & Management
Massachusetts
$336M +$6.12M +2% 110