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
MWM
4151
Mindset Wealth Management
Indiana
$367M +$61.4M +20% 182
SFG
4152
Snider Financial Group
Washington
$367M +$20M +6% 119
MJP
4153
Michael J. Puzo
$367M +$15.6M +4% 73
PS
4154
Pensionfund Sabic
Netherlands
$367M +$13.7M +4% 214
SIA
4155
Sovereign Investment Advisors
Arizona
$367M +$2.91M +0.8% 36
WAM
4156
Wakefield Asset Management
Colorado
$366M +$8.34M +2% 220
PFS
4157
Physicians Financial Services
North Carolina
$366M +$30.6M +9% 110
CI
4158
Cooper Investors
Australia
$366M -$183M -33% 55
PIA
4159
Pinion Investment Advisors
Kansas
$366M +$76M +26% 179
BAM
4160
Bell Asset Management
Australia
$366M -$87.7M -19% 70
RGC
4161
Roberts, Glore & Co
Illinois
$366M +$23.4M +7% 222
NFP
4162
Narus Financial Partners
Utah
$366M +$45.1M +14% 174
PIC
4163
Portland Investment Counsel
Ontario, Canada
$365M +$25.4M +7% 53
BWM
4164
Buckley Wealth Management
Nevada
$365M +$31.1M +9% 109
CPWA
4165
Cerro Pacific Wealth Advisors
California
$365M +$5.1M +1% 165
SCM
4166
Sollinda Capital Management
Florida
$365M -$19M -5% 100
LFGO
4167
Legacy Financial Group (Oklahoma)
Oklahoma
$365M +$26.5M +8% 96
SM
4168
Selkirk Management
New Jersey
$365M +$26.6M +8% 14
AI
4169
ArchPoint Investors
Florida
$365M +$24.2M +7% 74
CFG
4170
Carr Financial Group
Massachusetts
$364M +$25.3M +7% 202
KLCM
4171
KG&L Capital Management
Louisiana
$364M +$25.2M +7% 211
PS
4172
Presima Securities
Quebec, Canada
$364M -$71M -16% 51
MFGP
4173
Marshall Financial Group (Pennsylvania)
Pennsylvania
$364M +$29.5M +9% 55
PWMG
4174
Private Wealth Management Group
New Jersey
$363M +$62.3M +21% 1,546
BA
4175
Ballast Advisors
Minnesota
$363M +$23.7M +7% 188