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
SIS
4226
Strategic Investment Solutions
Illinois
$331M -$14M -4% 726
WWM
4227
Waterway Wealth Management
Texas
$331M +$90.6M +38% 104
LWM
4228
LongView Wealth Management
Georgia
$330M -$3.11M -0.9% 223
HPM
4229
H. Partners Management
New York
$330M -$155M -32% 2
IAG
4230
Investment Advisory Group
Massachusetts
$330M +$31.3M +10% 180
TWM
4231
TriaGen Wealth Management
California
$330M +$46.6M +16% 196
RC
4232
Rovin Capital
Arizona
$330M +$19.4M +6% 192
CI
4233
Cavalier Investments
Georgia
$330M +$35.7M +12% 87
LSA
4234
Lion Street Advisors
Texas
$330M +$14.9M +5% 291
WIA
4235
Westbourne Investment Advisors
Maryland
$330M +$48.1M +17% 108
TLP
4236
Tri Locum Partners
New York
$330M +$135M +69% 31
ERP
4237
Eldred Rock Partners
Texas
$329M +$1.5M +0.5% 31
LWMM
4238
Legacy Wealth Management (Mississippi)
Mississippi
$329M +$22.9M +7% 103
STB
4239
S&T Bank
Pennsylvania
$329M +$22.9M +7% 488
SA
4240
SRH Advisors
Kansas
$329M +$4.89M +2% 275
MP
4241
Makaira Partners
California
$329M +$30.5M +10% 14
MBFW
4242
Morton Brown Family Wealth
Pennsylvania
$329M +$34.5M +12% 338
SCM
4243
Soros Capital Management
New York
$328M -$62M -16% 62
UB
4244
Umpqua Bank
Oregon
$328M +$39.1M +14% 169
NWM
4245
Northcape Wealth Management
New York
$328M +$18.2M +6% 138
QCI
4246
Quaker Capital Investments
Pennsylvania
$328M +$17.9M +6% 19
HP
4247
HT Partners
Connecticut
$327M +$35.8M +12% 52
FA
4248
FDx Advisors
Illinois
$327M +$19.7M +6% 194
FIM
4249
FWL Investment Management
Texas
$327M +$57.6M +21% 354
HW
4250
HORAN Wealth
Ohio
$327M 120