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
$507M +$99.5M +24% 190
GF
3402
Greenfield FTC
Nevada
$507M +$36.1M +8% 3
EFL
3403
ERn Financial LLC
Wisconsin
$506M +$32.5M +7% 152
FGAM
3404
Financial Gravity Asset Management
Texas
$506M 998
MCCP
3405
Mission Creek Capital Partners
California
$506M +$55.7M +12% 208
MWP
3406
Madison Wealth Partners
Wisconsin
$506M +$47.6M +10% 189
JE
3407
JMAC Enterprises
Pennsylvania
$506M +$38.6M +8% 121
TCM
3408
TruNorth Capital Management
Michigan
$506M +$55.5M +12% 417
CFP
3409
Curran Financial Partners
South Carolina
$505M +$52.8M +12% 133
AAS
3410
Asset Allocation Strategies
Michigan
$505M +$52.6M +12% 152
DA
3411
Dash Acquisitions
California
$504M +$32M +7% 74
JJ
3412
Johnson & Johnson
New Jersey
$504M +$170M +51% 20
MCM
3413
McRae Capital Management
New Jersey
$504M +$15.4M +3% 106
SCP
3414
Shorepoint Capital Partners
Massachusetts
$503M 98
PP
3415
Paloma Partners
Connecticut
$503M +$61.5M +14% 131
WPA
3416
West Paces Advisors
Georgia
$502M +$32.4M +7% 216
CCT
3417
Chemung Canal Trust
New York
$502M +$25.6M +5% 120
MLCM
3418
M & L Capital Management
United Kingdom
$501M +$58.2M +13% 31
MCO
3419
MAK Capital One
New York
$501M -$65.5M -12% 17
VAG
3420
VisionPoint Advisory Group
Texas
$501M +$41.4M +9% 419
MAM
3421
Morse Asset Management
Connecticut
$501M +$44.7M +10% 415
SAM
3422
Satovsky Asset Management
New York
$501M +$31.4M +7% 72
MWM
3423
Mattern Wealth Management
Kansas
$501M +$20.4M +4% 167
BZWA
3424
Blue Zone Wealth Advisors
California
$501M +$101M +25% 131
AHT
3425
Amanah Holdings Trust
$501M +$96.6M +24% 16