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
3751
Montgomery Investment Management
Maryland
$247M -$44.8M -15% 86
SFG
3752
SevenBridge Financial Group
Pennsylvania
$247M -$37.5M -13% 165
SDWIA
3753
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$247M -$48.6M -16% 145
AIC
3754
Archer Investment Corporation
Indiana
$247M -$35.2M -12% 852
TOGEPT
3755
Trustees of General Electric Pension Trust
Connecticut
$247M -$108M -30% 1
LWAM
3756
Legacy Wealth Asset Management
Minnesota
$247M -$34.3M -12% 349
LWM
3757
Liberty Wealth Management
California
$247M -$30.6M -11% 173
SWM
3758
Shakespeare Wealth Management
Wisconsin
$246M -$31.6M -11% 77
NC
3759
Nokomis Capital
Texas
$246M -$26.1M -10% 77
BCM
3760
Bond Capital Management
California
$246M -$145M -37% 5
FFG
3761
Ford Financial Group
California
$246M -$15.1M -6% 140
PC
3762
PhiloSmith Capital
Connecticut
$246M -$27.7M -10% 30
SIG
3763
Spinnaker Investment Group
California
$245M -$61.9M -20% 94
BCCM
3764
Bridge Creek Capital Management
Massachusetts
$245M -$54.5M -18% 106
BGC
3765
Birch Grove Capital
New York
$245M +$2.28M +0.9% 48
AWAM
3766
Appian Way Asset Management
New York
$245M +$25.3M +11% 51
SFA
3767
Semmax Financial Advisors
North Carolina
$245M -$8.78M -3% 316
WAS
3768
Winch Advisory Services
Wisconsin
$245M -$42.6M -15% 513
HIP
3769
Harrell Investment Partners
Texas
$245M -$37.7M -13% 102
KC
3770
Kize Capital
New York
$245M -$37.5M -13% 7
XT
3771
XTX Topco
Cayman Islands
$245M +$16.7M +7% 1,200
PCM
3772
Prentice Capital Management
Connecticut
$245M -$177M -42% 34
TGI
3773
TRV GP III
Massachusetts
$244M -$124M -34% 7
W
3774
WealthOne
New York
$244M -$39.5M -14% 142
BCFS
3775
Butensky & Cohen Financial Security
Florida
$244M -$40.3M -14% 103