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
SEM
3951
Strategic Equity Management
Arizona
$237M +$13.5M +6% 31
BS
3952
Bessemer Securities
New York
$236M -$2.21M -0.9% 130
WCM
3953
Weik Capital Management
Pennsylvania
$236M +$12.8M +6% 115
MWM
3954
MTC Wealth Management
Florida
$236M 14
HLAM
3955
Hidden Lake Asset Management
New York
$236M +$58.2M +33% 31
TFA
3956
Tobias Financial Advisors
Florida
$236M +$17.1M +8% 71
TWP
3957
Total Wealth Planning
Ohio
$236M +$19.5M +9% 42
ACM
3958
Ativo Capital Management
Illinois
$236M +$3.44M +1% 135
BDF
3959
Black Diamond Financial
Maryland
$236M +$17.8M +8% 86
HWM
3960
Hemington Wealth Management
Virginia
$236M +$19.7M +9% 92
HCM
3961
HGI Capital Management
New York
$235M +$21.7M +10% 75
BPM
3962
Bronson Point Management
Connecticut
$235M -$17.4M -7% 65
ROC
3963
Robertson Opportunity Capital
Texas
$235M -$12.8M -5% 30
SA
3964
SoftVest Advisors
Texas
$235M +$114M +95% 11
KFP
3965
KB Financial Partners
New Jersey
$235M 622
BZWA
3966
Blue Zone Wealth Advisors
California
$235M +$28.5M +14% 86
SFSIG
3967
San Francisco Sentry Investment Group
California
$235M +$22.1M +10% 743
OWM
3968
OneAscent Wealth Management
Alabama
$235M +$13.8M +6% 239
FA
3969
Forefront Analytics
Pennsylvania
$235M +$5.43M +2% 73
MCC
3970
Malaga Cove Capital
California
$234M +$21.6M +10% 170
FUBT
3971
First United Bank & Trust
Maryland
$234M +$27.1M +13% 158
DI
3972
DFPG Investments
Utah
$234M +$16.6M +8% 181
WOC
3973
West Oak Capital
California
$234M +$18.7M +9% 374
OR
3974
Olympiad Research
Connecticut
$234M +$59.8M +34% 198
RA
3975
Riversedge Advisors
Delaware
$234M +$18.1M +8% 50