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
IF
3426
Ironwood Financial
Arizona
$151M +$8.36M +6% 291
CMO
3427
Covenant Multifamily Offices
Texas
$151M -$12.4M -8% 40
DJC
3428
Daily Journal Corp
California
$151M +$4.44M +3% 4
MWM
3429
Marietta Wealth Management
Georgia
$151M +$25.7M +21% 125
LWIC
3430
Leith Wheeler Investment Counsel
British Columbia, Canada
$151M -$5.84M -4% 43
LBS
3431
Lawrence B. Seidman
$151M +$8.55M +6% 28
BWL
3432
Bogart Wealth LLC
Virginia
$150M +$2.67M +2% 73
KCM
3433
Kempner Capital Management
Texas
$150M +$12.6M +9% 68
WCA
3434
Westover Capital Advisors
Delaware
$150M +$10.3M +7% 115
TWM
3435
Torch Wealth Management
Ohio
$150M +$8.27M +6% 99
IWM
3436
IHT Wealth Management
Illinois
$150M +$17.7M +13% 1,377
HRC
3437
Hoertkorn Richard Charles
$150M +$5.45M +4% 89
OLA
3438
Oliver Luxxe Assets
New Jersey
$150M +$5.08M +4% 93
GAAM
3439
Guinness Atkinson Asset Management
California
$150M +$2.3M +2% 65
CLA
3440
Cranberry Lake Advisors
Texas
$149M -$8.38M -5% 12
PAG
3441
Private Advisory Group
Washington
$149M +$4.16M +3% 175
CGI
3442
Cougar Global Investments
Ontario, Canada
$149M +$7.68M +5% 13
DR
3443
Davis Rea
Ontario, Canada
$149M +$8.29M +6% 38
APSP
3444
Asset Planning Services (Pennsylvania)
Pennsylvania
$149M +$22.2M +18% 326
IR
3445
Invictus RG
Bermuda
$149M -$702K -0.5% 935
BSP
3446
Benefit Street Partners
New York
$149M +$18.9M +15% 26
CAM
3447
Covenant Asset Management
New Jersey
$148M -$706K -0.5% 151
LC
3448
Lincoln Capital
Nebraska
$148M +$7.62M +5% 69
WRM
3449
Weybosset Research & Management
Rhode Island
$148M +$5.23M +4% 60
BT
3450
Brandywine Trust
Delaware
$148M +$589K +0.4% 23