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
SWM
3426
SilverOak Wealth Management
Minnesota
$370M 85
BDF
3427
Black Diamond Financial
Maryland
$370M +$45.1M +14% 122
JWCA
3428
J.W. Coons Advisors
Ohio
$370M +$23.1M +7% 244
CMA
3429
Cedar Mountain Advisors
Oregon
$369M +$30.3M +9% 338
GI
3430
GAMMA Investing
California
$369M 3,199
HWM
3431
HFR Wealth Management
New York
$369M +$27.2M +8% 53
RPWA
3432
Regent Peak Wealth Advisors
Georgia
$369M +$41.2M +13% 177
SCP
3433
Stamos Capital Partners
California
$369M -$80.3M -18% 132
PG
3434
Patten Group
Tennessee
$368M +$33.8M +10% 243
MIG
3435
Mariner Investment Group
New York
$368M 25
AMG
3436
Advisors Management Group
Wisconsin
$368M +$36.8M +11% 161
SCM
3437
Stordahl Capital Management
Colorado
$368M +$37M +11% 54
GF
3438
Greenfield FTC
Nevada
$368M +$46.9M +15% 4
AIA
3439
Allied Investment Advisors
Montana
$368M +$33.4M +10% 64
BFA
3440
Benedict Financial Advisors
Georgia
$367M +$20.9M +6% 126
CBTWT
3441
Community Bank & Trust (Waco, Texas)
Texas
$367M +$85.9M +31% 148
WC
3442
Westwind Capital
New Mexico
$367M +$41.7M +13% 40
SL
3443
Systelligence LLC
Minnesota
$366M +$10.5M +3% 49
AGM
3444
Alpine Global Management
New York
$366M -$67.5M -16% 272
KFI
3445
Key Financial Inc
Pennsylvania
$366M +$69.3M +23% 1,372
IC
3446
Inscription Capital
Texas
$366M +$59.2M +19% 218
CT
3447
Clearstead Trust
Maine
$366M +$61.7M +20% 482
OH
3448
Oikos Holdings
New York
$366M +$88.4M +32% 8
SC
3449
Searle & Co
Connecticut
$366M +$71.8M +24% 166
IC
3450
Ikarian Capital
Texas
$366M +$96.2M +36% 132