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
SWM
4201
Sequoia Wealth Management
Illinois
$123M +$22.4M +22% 75
FLI
4202
Family Legacy Inc
South Carolina
$123M +$11.4M +10% 178
GCM
4203
GoodHaven Capital Management
New Jersey
$123M -$3.8M -3% 24
IIM
4204
Ironwood Investment Management
Massachusetts
$123M +$15.1M +14% 161
BWI
4205
Beacon Wealthcare Inc
North Carolina
$123M -$28.4M -19% 11
LBS
4206
Lawrence B. Seidman
$123M -$4.51M -4% 31
PCM
4207
Puissance Capital Management
New York
$123M +$35.3M +40% 7
S
4208
SimplyRich
California
$123M +$14.1M +13% 83
RCM
4209
RB Capital Management
Nevada
$123M +$23.5M +24% 122
HS
4210
HighVista Strategies
Massachusetts
$123M +$7.01M +6% 163
OIWM
4211
OptiFour Integrated Wealth Management
Virginia
$122M +$13M +12% 51
SIAM
4212
Sterling Investment Advisors (Missouri)
Missouri
$122M +$9.94M +9% 29
ICM
4213
IMS Capital Management
Oregon
$122M +$15.5M +15% 124
PC
4214
Phoenician Capital
New York
$122M +$50M +69% 21
MFGP
4215
Marshall Financial Group (Pennsylvania)
Pennsylvania
$122M +$16.7M +16% 53
IBOK
4216
Independence Bank of Kentucky
Kentucky
$122M +$12.1M +11% 408
SC
4217
Sagil Capital
United Kingdom
$122M -$7.94M -6% 27
SL
4218
SOF Ltd
Cayman Islands
$122M +$9.2M +8% 1
OCA
4219
Otter Creek Advisors
Florida
$122M -$7.17M -6% 78
SWMG
4220
Strategic Wealth Management Group
Maryland
$122M +$17.9M +17% 86
SFS
4221
Searcy Financial Services
Kansas
$122M +$43.2M +55% 19
FDS
4222
Freedom Day Solutions
Texas
$122M +$26.5M +28% 87
GIM
4223
Growth Interface Management
Florida
$122M +$22.4M +23% 9
GWAG
4224
Garrett Wealth Advisory Group
Texas
$122M +$12.2M +11% 52
CCC
4225
Cincinnati Casualty Company
Ohio
$122M +$14M +13% 26