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
SCV
3426
Sands Capital Ventures
Virginia
$338M -$66.5M -16% 23
EWM
3427
EPG Wealth Management
Georgia
$338M +$21M +7% 432
PSP
3428
Pacific Sage Partners
Washington
$338M +$26.9M +9% 97
BDF
3429
Black Diamond Financial
Maryland
$338M +$33.2M +11% 121
LWMG
3430
Levy Wealth Management Group
Pennsylvania
$338M +$13.1M +4% 110
ACM
3431
Altrius Capital Management
North Carolina
$338M +$10.4M +3% 93
PFMOSF
3432
Philadelphia Financial Management of San Francisco
California
$337M +$68.4M +25% 46
FPTW
3433
Franklin, Parlapiano, Turner & Welch
Texas
$337M +$22.9M +7% 50
PFA
3434
Pettinga Financial Advisors
Indiana
$337M +$16.2M +5% 106
LPAM
3435
Legion Partners Asset Management
California
$337M -$3.29M -1% 15
AFGI4KRSP
3436
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$337M -$16.3M -5% 1
SC
3437
Saybrook Capital
North Carolina
$337M +$22.3M +7% 45
WW
3438
Waterfront Wealth
Kansas
$337M +$30.5M +10% 258
RRWA
3439
Rainey & Randall Wealth Advisors
Florida
$337M +$24.8M +8% 44
CFGSD
3440
Compass Financial Group (South Dakota)
South Dakota
$336M +$30.3M +10% 99
DWM
3441
Dechtman Wealth Management
Colorado
$336M 52
HFS
3442
Haverford Financial Services
Pennsylvania
$335M +$15.3M +5% 41
DSCM
3443
Divisadero Street Capital Management
Florida
$335M +$107M +47% 65
WIM
3444
WealthPlan Investment Management
Nebraska
$335M -$246M -42% 470
PHK
3445
Point72 Hong Kong
Hong Kong
$335M -$75.1M -18% 57
AMG
3446
Advisors Management Group
Wisconsin
$335M +$21.5M +7% 154
ACP
3447
Arcus Capital Partners
Georgia
$335M +$42M +14% 127
BCP
3448
BDT Capital Partners
Illinois
$335M +$48.6M +17% 4
PT
3449
Plimoth Trust
Massachusetts
$334M +$12M +4% 161
SDAM
3450
Shulman DeMeo Asset Management
New York
$334M +$15.9M +5% 137