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
MIM
3576
Montgomery Investment Management
Maryland
$282M +$37.5M +15% 83
GRA
3577
Goehring & Rozencwajg Associates
New York
$281M 47
SWM
3578
Sendero Wealth Management
Texas
$281M +$40.9M +17% 118
SIG
3579
Spinnaker Investment Group
California
$281M +$25.8M +10% 87
AWP
3580
Abacus Wealth Partners
California
$281M +$92.3M +49% 90
RCG
3581
Regatta Capital Group
California
$281M +$36.1M +15% 185
OIM
3582
Opus Investment Management
Massachusetts
$281M -$149M -35% 92
SIA
3583
SeaBridge Investment Advisors
New Jersey
$281M -$6.14M -2% 138
SHIM
3584
Stone House Investment Management
Pennsylvania
$281M +$65M +30% 50
MAM
3585
Monaco Asset Management
Monaco
$280M +$58.1M +26% 91
AIS
3586
AM Investment Strategies
Tennessee
$280M +$7.62M +3% 105
FNB
3587
Farmers National Bank
Kentucky
$280M +$30.9M +12% 150
PLFA
3588
Pacific Life Fund Advisors
California
$280M 8
GWM
3589
GSB Wealth Management
Connecticut
$280M +$4.34M +2% 212
EPA
3590
Element Pointe Advisors
Florida
$280M +$106M +61% 83
C
3591
CVentures
Colorado
$280M 1
AI
3592
AXS Investments
New York
$280M +$22.6M +9% 366
LCM
3593
Lionstone Capital Management
New York
$280M +$39.8M +17% 16
MCCP
3594
Mission Creek Capital Partners
California
$280M +$15.2M +6% 227
SIAP
3595
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$279M +$12.4M +5% 148
LA
3596
LexAurum Advisors
Kansas
$279M +$20.6M +8% 264
CAM
3597
Covenant Asset Management
New Jersey
$279M +$28.5M +11% 149
LL
3598
LWMG LLC
Minnesota
$279M 89
CI
3599
Cavalier Investments
Georgia
$279M +$1.81M +0.7% 102
APC
3600
Aspire Private Capital
North Carolina
$278M +$15.6M +6% 700