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
SSC
4201
Syverson Strege & Co
Iowa
$300M +$1.5M +0.5% 78
SFP
4202
Sandbox Financial Partners
Maryland
$300M +$17.3M +6% 115
PWM
4203
Provident Wealth Management
Tennessee
$300M +$6.65M +2% 137
AACA
4204
American Assets Capital Advisers
California
$300M -$26.1M -8% 40
TA
4205
TrueWealth Advisors
Alabama
$300M +$289K +0.1% 246
SEEDPG
4206
S.E.E.D. Planning Group
New York
$300M -$1.98M -0.7% 79
CI
4207
Cavalier Investments
Georgia
$299M -$26.7M -8% 94
ECAM
4208
East Coast Asset Management
Massachusetts
$299M -$1.94M -0.6% 74
GOCP
4209
Great Oak Capital Partners
Massachusetts
$299M +$9.96M +3% 34
VAMG
4210
Voisard Asset Management Group
Michigan
$299M +$59.1M +25% 717
DF
4211
Donoghue Forlines
Massachusetts
$299M -$51.8M -15% 290
SIS
4212
Strategic Investment Solutions
Illinois
$299M -$34.8M -10% 746
HT
4213
HAP Trading
New York
$299M +$102M +51% 514
LSC
4214
Logan Stone Capital
Illinois
$299M -$103M -26% 162
IAG
4215
Investment Advisory Group
Massachusetts
$299M +$10.4M +4% 173
AM
4216
Atwater Malick
Pennsylvania
$298M -$12.2M -4% 79
MSCM
4217
McElhenny Sheffield Capital Management
Texas
$298M -$6.52M -2% 117
FA
4218
FC Advisory
Pennsylvania
$298M +$996K +0.3% 109
IHWM
4219
Iron Horse Wealth Management
Iowa
$298M +$5.44M +2% 528
GPTE
4220
Generali Powszechne Towarzystwo Emerytalne
Poland
$298M +$216K +0.1% 26
SSW
4221
Stone Summit Wealth
Florida
$298M -$12M -4% 141
AFA
4222
AllGen Financial Advisors
Florida
$298M -$10.3M -3% 44
FP
4223
Financial Perspectives
Minnesota
$298M +$9.25M +3% 738
FSA
4224
Financial Sense Advisors
California
$298M -$64.7M -18% 132
SL
4225
SOF Ltd
Cayman Islands
$298M +$24.3M +9% 1