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
SGA
4551
Siguler Guff Advisers
New York
$196M -$30.2M -13% 7
JF
4552
Joule Financial
Kentucky
$196M +$1.73M +0.9% 105
SCP
4553
Silverleafe Capital Partners
Tennessee
$196M +$34.5M +21% 62
MBFW
4554
Morton Brown Family Wealth
Pennsylvania
$196M +$8.31M +4% 182
CIM
4555
Corbyn Investment Management
Maryland
$196M -$10.8M -5% 65
CP
4556
Caligan Partners
New York
$196M +$31M +19% 14
SFP
4557
Sterling Financial Planning
New Jersey
$195M -$6.59M -3% 99
OIA
4558
Optimum Investment Advisors
Illinois
$195M -$8.93M -4% 733
SOCM
4559
SR One Capital Management
Pennsylvania
$195M -$36.8M -16% 6
KFA
4560
Kelleher Financial Advisors
New York
$195M +$21.6M +12% 117
GWM
4561
Gray Wealth Management
Maine
$195M -$3.76M -2% 139
BAMG
4562
Brand Asset Management Group
Missouri
$195M -$14.6M -7% 75
NFP
4563
Narus Financial Partners
Utah
$195M +$1.42M +0.7% 128
TAM
4564
Tealwood Asset Management
Minnesota
$195M -$11.2M -5% 133
CCC
4565
Chelsea Counsel Company
California
$194M -$8.76M -4% 166
JA
4566
JVL Associates
Michigan
$194M -$11.3M -5% 39
TA
4567
Teramo Advisors
Florida
$194M +$1.3M +0.7% 16
THWM
4568
Taylor Hoffman Wealth Management
Virginia
$194M -$6.03M -3% 112
FWM
4569
Forza Wealth Management
Florida
$194M -$4.8M -2% 187
CSIA
4570
Conrad Siegel Investment Advisors
Pennsylvania
$194M +$64.8M +50% 28
LHCM
4571
Lloyd Harbor Capital Management
New York
$194M +$15.5M +9% 20
WA
4572
Wealthstream Advisors
New York
$194M +$2.98M +2% 113
GFPC
4573
Global Financial Private Client
Florida
$194M -$9.76M -5% 697
TFA
4574
TPG Financial Advisors
Oregon
$193M +$2.59M +1% 55
CWM
4575
Core Wealth Management
Florida
$193M -$3.59M -2% 25