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
DPI
3476
Diversified Portfolios Inc
Michigan
$304M +$24.4M +9% 99
OCM
3477
Ogborne Capital Management
California
$304M -$68.4M -18% 12
SWM
3478
Southern Wealth Management
Texas
$304M +$39.8M +15% 57
CBOR
3479
Community Bank of Raymore
Missouri
$303M +$38.6M +15% 68
AIA
3480
Alera Investment Advisors
Illinois
$303M +$19.9M +7% 91
GSWM
3481
Golden State Wealth Management
California
$303M -$41.8M -12% 248
CWM
3482
Concentric Wealth Management
California
$303M +$31.2M +11% 129
P
3483
Paradiem
Louisiana
$303M +$66.7M +28% 107
HP
3484
HT Partners
Connecticut
$303M +$6.47M +2% 48
SIA
3485
SeaBridge Investment Advisors
New Jersey
$303M +$25.3M +9% 137
HEIP
3486
Hudson Edge Investment Partners
New Jersey
$302M +$21.9M +8% 141
GPSPJS
3487
General Pension Society PZU Joint Stock
Poland
$302M +$255K +0.1% 17
EEP
3488
Edgehill Endowment Partners
Connecticut
$302M +$17.6M +6% 6
TTSTC
3489
Texas Treasury Safekeeping Trust Company
Texas
$302M +$29.3M +11% 4
OBWP
3490
O'Brien Wealth Partners
Massachusetts
$302M +$25.1M +9% 44
EDRIA
3491
Edmonds Duncan Registered Investment Advisors
Kansas
$302M +$1.93M +0.6% 133
BCC
3492
Bridge City Capital
Oregon
$302M +$38.2M +14% 97
HWM
3493
Holloway Wealth Management
Florida
$301M +$44.5M +17% 265
BOS
3494
Bank of Stockton
California
$301M +$40.9M +16% 120
MWA
3495
Meridian Wealth Advisors
Texas
$301M +$27M +10% 193
BWM
3496
BT Wealth Management
Georgia
$301M +$31.6M +12% 74
EPCA
3497
Elizabeth Park Capital Advisors
Ohio
$301M +$67.3M +29% 51
RIM
3498
Rush Island Management
New York
$300M +$41.4M +16% 24
PCTC
3499
Perkins Coie Trust Company
Washington
$300M +$7.04M +2% 255
FSCM
3500
First Sabrepoint Capital Management
Texas
$300M +$6.46M +2% 35