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
SIM
4126
SW Investment Management
Colorado
$199M +$21.8M +12% 9
FLI
4127
Family Legacy Inc
South Carolina
$199M -$12M -6% 111
PI
4128
Pelion Inc
Utah
$199M +$35.8M +22% 4
FUBT
4129
First United Bank & Trust
Maryland
$199M -$18.7M -9% 148
WWM
4130
WT Wealth Management
Arizona
$199M -$3.77M -2% 108
SKK
4131
Shepherd Kaplan Krochuk
Massachusetts
$199M -$27.7M -12% 191
D
4132
Diversified
Delaware
$199M -$42.5M -18% 129
CRWM
4133
Castle Rock Wealth Management
California
$198M +$2.42M +1% 222
TCOO
4134
Trust Company of Oklahoma
Oklahoma
$198M -$13.9M -7% 117
FA
4135
Fountainhead AM
New Jersey
$198M +$13.9M +8% 83
DC
4136
Diametric Capital
Massachusetts
$198M +$62.8M +46% 401
CMP
4137
Courage Miller Partners
Virginia
$198M -$12.3M -6% 70
FWC
4138
First Washington Corp
Washington
$198M -$17M -8% 67
MLA
4139
My Legacy Advisors
Oregon
$198M -$1.8M -0.9% 209
LCM
4140
LDR Capital Management
New York
$198M -$41M -17% 72
MIRH
4141
Madison International Realty Holdings
New York
$198M +$12M +6% 3
BWM
4142
BigSur Wealth Management
Florida
$198M -$14.6M -7% 141
AIA
4143
AIMZ Investment Advisors
California
$198M -$10.9M -5% 111
IA
4144
IFG Advisors
Missouri
$198M -$152K -0.1% 110
FA
4145
FC Advisory
Pennsylvania
$197M -$11.4M -5% 89
GMH
4146
General Motors Holdings
Michigan
$197M +$18.3M +10% 3
WWG
4147
West Wealth Group
California
$197M -$18.6M -9% 68
GFI
4148
Global Frontier Investments
South Carolina
$197M -$17.5M -8% 23
CFP
4149
Curran Financial Partners
South Carolina
$197M -$14.7M -7% 63
PCM
4150
Patient Capital Management
Maryland
$197M -$8.09M -4% 45