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
MFG
4501
Monumental Financial Group
Maryland
$270M +$40.2M +18% 43
TAM
4502
Townsend Asset Management
North Carolina
$269M +$11.4M +4% 203
PSC
4503
Patient Square Capital
California
$269M +$54M +25% 11
PLU
4504
Performa Ltd (US)
South Carolina
$269M +$26.3M +11% 58
AA
4505
Argent Advisors
Louisiana
$269M +$17.4M +7% 140
DFG
4506
Delta Financial Group
New Jersey
$269M +$30.6M +13% 140
SIP
4507
Stoneridge Investment Partners
Pennsylvania
$269M +$4.5M +2% 149
LOAMU
4508
Lombard Odier Asset Management (USA)
New York
$269M +$4.33M +2% 333
SGA
4509
Siguler Guff Advisers
New York
$269M +$35.4M +15% 5
NRCM
4510
Northern Right Capital Management
Connecticut
$269M -$1.94M -0.7% 36
SRC
4511
Stone Run Capital
New York
$269M +$18.2M +7% 71
AWM
4512
Accel Wealth Management
Iowa
$269M +$18.7M +7% 274
DP
4513
Divergent Planning
Maryland
$268M +$17.4M +7% 29
FS
4514
Ferguson Shapiro
Georgia
$268M +$13.2M +5% 81
BIA
4515
BHK Investment Advisors
Alabama
$268M +$13.2M +5% 65
CCG
4516
Ceeto Capital Group
Florida
$268M +$10M +4% 178
SWM
4517
Sterling Wealth Management
Illinois
$268M +$57.2M +27% 112
IPW
4518
IronBridge Private Wealth
Texas
$268M +$693K +0.3% 53
SI
4519
Seeds Investor
New York
$268M +$72.5M +37% 272
YCG
4520
Yeomans Consulting Group
Georgia
$267M +$8.74M +3% 105
JGIA
4521
Jackson Grant Investment Advisers
Connecticut
$267M +$19.8M +8% 408
CGFA
4522
Colton Groome Financial Advisors
North Carolina
$267M +$13.7M +5% 130
ST
4523
Somerset Trust
Pennsylvania
$267M +$23.4M +10% 157
SPT
4524
Siemens Pension Trust
Germany
$267M +$63.2M +31% 1
CFG
4525
Clayton Financial Group
Missouri
$267M +$35.9M +16% 127