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
FNBSF
4501
First National Bank Sioux Falls
South Dakota
$321M +$48.2M +18% 141
CI
4502
Ceera Investments
Texas
$321M -$5.98M -2% 117
OP
4503
Oldfield Partners
United Kingdom
$320M +$29.2M +10% 20
XSC
4504
X-Square Capital
Puerto Rico
$320M +$42.1M +15% 173
EE
4505
EWG Elevate
California
$320M -$4.57M -1% 170
F
4506
FIFTHDELTA
United Kingdom
$320M +$9.47M +3% 10
PPH
4507
Pure Portfolios Holdings
Oregon
$320M +$24.7M +8% 107
JAM
4508
JCIC Asset Management
Ontario, Canada
$320M 111
IPW
4509
Intergy Private Wealth
Colorado
$320M +$26.6M +9% 109
CCG
4510
Cloverfields Capital Group
Minnesota
$319M -$17.1M -5% 99
RFS
4511
Retirement Financial Solutions
Tennessee
$319M +$35.4M +12% 54
GB
4512
Gunma Bank
Japan
$319M +$13.1M +4% 35
APW
4513
Acima Private Wealth
Virginia
$319M +$25.9M +9% 190
ECAM
4514
East Coast Asset Management
Massachusetts
$319M +$17.8M +6% 71
PC
4515
Permit Capital
Pennsylvania
$319M +$10.3M +3% 20
AWA
4516
Acorn Wealth Advisors
Michigan
$319M +$50.1M +19% 289
AIA
4517
AIMZ Investment Advisors
California
$319M +$20M +7% 131
LBWM
4518
Left Brain Wealth Management
Illinois
$319M +$34.8M +12% 110
HVP
4519
Hudson Value Partners
Florida
$319M +$29.1M +10% 115
CWM
4520
Cherrydale Wealth Management
New Jersey
$318M +$30.9M +11% 83
SICM
4521
Sustainable Insight Capital Management
New York
$318M +$97.3M +44% 83
KF
4522
KKM Financial
Illinois
$318M +$30.4M +11% 158
IPA
4523
Investment Planning Advisors
Georgia
$318M +$35M +12% 91
SC
4524
Solari Capital
Florida
$318M 1
THCM
4525
Taylor Hoffman Capital Management
Virginia
$317M +$24.8M +8% 122