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
SWG
3951
Summit Wealth Group
Vermont
$345M -$1.48M -0.4% 105
BPC
3952
Bryce Point Capital
New York
$345M 398
AIM
3953
Access Investment Management
Georgia
$345M +$16.7M +5% 106
LSWM
3954
Lorne Steinberg Wealth Management
Canada
$345M -$996K -0.3% 72
OP
3955
Oldfield Partners
United Kingdom
$345M -$128M -27% 30
OHWP
3956
Oak Harbor Wealth Partners
North Carolina
$345M -$335K -0.1% 230
EAM
3957
EdenTree Asset Management
United Kingdom
$344M -$888K -0.3% 66
SONJCPFE
3958
State of New Jersey Common Pension Fund E
New Jersey
$344M +$12.5M +4% 1
PEA
3959
Park Edge Advisors
Ohio
$344M -$6.21M -2% 150
JC
3960
Jentner Corp
Ohio
$343M +$16.7M +5% 60
CCP
3961
Cyrus Capital Partners
New York
$343M -$120M -26% 10
PG
3962
Prostatis Group
Maryland
$343M +$37.4M +12% 158
RPA
3963
Rock Point Advisors
Vermont
$343M -$23.2M -6% 120
RFN
3964
RDA Financial Network
Iowa
$343M +$20.6M +6% 251
WMWM
3965
Whitaker-Myers Wealth Managers
Ohio
$343M +$42.2M +14% 142
UOIF
3966
University of Illinois Foundation
Illinois
$343M +$71.7M +26% 5
FNB
3967
Farmers National Bank
Kentucky
$343M 160
HIF
3968
Hill Island Financial
Michigan
$342M +$11.8M +4% 79
ONGA
3969
O'Neil Global Advisors
California
$342M -$49.3M -13% 72
ECM
3970
Estuary Capital Management
Minnesota
$342M -$30.5M -8% 19
PDIP
3971
Palo Duro Investment Partners
Illinois
$342M +$10.7M +3% 18
HCM
3972
Horrell Capital Management
Arkansas
$342M +$6.45M +2% 230
PC
3973
Prevatt Capital
Bahamas
$342M +$41.3M +14% 15
NCM
3974
New Capital Management
Texas
$342M -$12.3M -3% 54
FA
3975
FDx Advisors
Illinois
$342M -$25M -7% 205