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
LT
3401
Legacy Trust
Michigan
$402M +$1.08M +0.3% 150
GJCM
3402
Grand Jean Capital Management
California
$401M +$22.5M +6% 48
SFG
3403
Sovereign Financial Group
Connecticut
$401M +$24.4M +6% 297
LWP
3404
LMG Wealth Partners
Louisiana
$401M +$4.04M +1% 126
WCAMG
3405
Woodard & Company Asset Management Group
North Carolina
$401M +$26.3M +7% 123
CRWM
3406
Castle Rock Wealth Management
California
$400M +$34.3M +9% 245
FGAM
3407
Financial Gravity Asset Management
Texas
$400M -$345M -46% 2,835
CBTWT
3408
Community Bank & Trust (Waco, Texas)
Texas
$400M -$7.18M -2% 144
AMG
3409
Advisors Management Group
Wisconsin
$400M -$2.58M -0.6% 172
DL
3410
DOHJ LLC
Washington
$400M +$23.2M +6% 144
JHCM
3411
Juniper Hill Capital Management
California
$400M +$25M +7% 5
WCA
3412
Waypoint Capital Advisors
Minnesota
$400M +$17.9M +5% 127
OAM
3413
Origin Asset Management
United Kingdom
$400M +$36.7M +10% 18
MC
3414
Miramar Capital
Illinois
$400M +$3.86M +1% 64
SCM
3415
Stordahl Capital Management
Colorado
$400M +$377K +0.1% 58
MAM
3416
Milestone Asset Management
Pennsylvania
$399M +$49.5M +14% 210
NIC
3417
Northwest Investment Counselors
Oregon
$399M -$11.2M -3% 533
BPAMU
3418
BTG Pactual Asset Management US
New York
$399M 117
PFA
3419
Pettinga Financial Advisors
Indiana
$399M +$6.58M +2% 124
SIGI
3420
Susquehanna International Group (Ireland)
Ireland
$399M -$24.2M -6% 122
P
3421
Paradiem
Louisiana
$399M -$6.33M -2% 100
BCA
3422
Bray Capital Advisors
Florida
$399M +$4.76M +1% 264
CC
3423
Cypress Capital
Tennessee
$398M +$32.7M +9% 392
LIM
3424
Longfellow Investment Management
Massachusetts
$398M -$43.9M -10% 289
CTWM
3425
Cherry Tree Wealth Management
Minnesota
$398M +$499K +0.1% 627