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
SFC
4126
SEG Family Corp
$383M -$127M -25% 1
CSWG
4127
Cardinal Strategic Wealth Guidance
Kentucky
$383M +$10.9M +3% 62
S
4128
SimplyRich
California
$382M +$11.8M +3% 210
BCC
4129
Bain Capital Credit
Massachusetts
$382M +$65.2M +21% 6
PP
4130
Prosperity Planning
Missouri
$382M +$11.6M +3% 111
BTD
4131
BankPlus Trust Department
Mississippi
$382M +$8.74M +2% 474
SCP
4132
Stevens Capital Partners
Nebraska
$382M +$47.1M +14% 105
CIM
4133
CIM Investment Management
Pennsylvania
$382M +$13.4M +4% 254
KA
4134
Kercheville Advisors
Texas
$382M +$50.7M +15% 133
RWM
4135
Ruedi Wealth Management
Illinois
$382M +$24.4M +7% 58
NLP
4136
Next Level Private
New York
$382M +$36.6M +11% 170
UM
4137
Ulysses Management
New York
$381M -$47.9M -11% 58
MWM
4138
Mindset Wealth Management
Indiana
$381M +$14.6M +4% 194
TB
4139
Terril Brothers
Missouri
$381M +$51.3M +16% 83
LFGO
4140
Legacy Financial Group (Oklahoma)
Oklahoma
$381M +$16.7M +5% 98
RBFC
4141
Roman Butler Fullerton & Co
Missouri
$381M +$8.64M +2% 285
SCM
4142
Soros Capital Management
New York
$381M -$23.4M -6% 73
NRCM
4143
Northern Right Capital Management
Connecticut
$381M +$57.7M +18% 30
VIP
4144
Vista Investment Partners
Oklahoma
$381M +$22.6M +6% 175
JGCM
4145
Joseph Group Capital Management
Ohio
$381M +$26.1M +7% 280
W
4146
WorthPointe
California
$381M +$114M +43% 140
PFU
4147
Parus Finance (UK)
United Kingdom
$380M -$316K -0.1% 34
DSA
4148
Droms Strauss Advisors
Missouri
$380M +$35.2M +10% 80
BWM
4149
Brown Wealth Management
Illinois
$380M +$24M +7% 117
V
4150
ValueWorks
New York
$380M +$36.3M +11% 38