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
SCM
3401
SunTx Capital Management
Texas
$227M 1
HC
3402
Hendley & Co
Ohio
$227M +$20.1M +10% 62
MAM
3403
MPM Asset Management
Massachusetts
$227M -$6.46M -3% 5
DBRC
3404
D.B. Root & Company
Pennsylvania
$227M +$12.4M +6% 204
CCM
3405
Clearfield Capital Management
New York
$227M +$64.9M +40% 15
TGI
3406
TRV GP III
Massachusetts
$226M +$50M +28% 4
FC
3407
Financial Consulate
Maryland
$226M -$3.19M -1% 111
GFS
3408
GYL Financial Synergies
Connecticut
$226M +$25M +12% 181
ISWM
3409
Independent Solutions Wealth Management
New York
$226M 155
MWP
3410
Moller Wealth Partners
$226M +$19.1M +9% 49
IC
3411
Inscription Capital
Texas
$226M +$43.9M +24% 156
WSC
3412
Wellington Shields & Co
New York
$226M +$161M +248% 235
NI
3413
NYL Investors
New York
$226M -$5.96M -3% 27
HCM
3414
Harvey Capital Management
Florida
$225M +$24M +12% 81
SRC
3415
Stone Run Capital
New York
$225M +$15.2M +7% 60
MCIA
3416
Mountain Capital Investment Advisors
Colorado
$225M +$112M +99% 61
NME
3417
Notis-McConarty Edward
$225M +$12.1M +6% 102
BCM
3418
Birmingham Capital Management
Alabama
$225M +$7.72M +4% 101
LFG
3419
LifePlan Financial Group
Ohio
$225M +$12.3M +6% 593
PWA
3420
Physician Wealth Advisors
Utah
$225M +$20M +10% 120
SWRP
3421
Summit Wealth & Retirement Planning
California
$225M +$59.1M +36% 130
WCG
3422
Wall Capital Group
Arizona
$225M +$13.6M +6% 24
ODIJL
3423
One Day In July LLC
Vermont
$224M +$31M +16% 35
SNB
3424
Security National Bank
Nebraska
$224M +$12.4M +6% 76
TAS
3425
TIFF Advisory Services
Pennsylvania
$224M +$93.3M +71% 17