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
LI
4626
LHM Inc
Utah
$302M +$510K +0.2% 22
BWM
4627
Baron Wealth Management
Michigan
$302M +$20M +7% 272
JA
4628
JVL Associates
Michigan
$302M +$23.8M +9% 68
DC
4629
Dorval Corp
Minnesota
$302M +$22.6M +8% 42
WCM
4630
Whitefort Capital Management
New York
$302M +$43.6M +17% 21
HC
4631
Hendley & Co
Ohio
$302M +$15.4M +5% 47
PC
4632
Prairiewood Capital
North Dakota
$302M +$32.2M +12% 83
RF
4633
Rossby Financial
Florida
$301M +$35.3M +13% 1,516
C1AG
4634
Client 1st Advisory Group
Florida
$301M +$25.6M +9% 145
PCA
4635
PL Capital Advisors
Florida
$301M +$1.68M +0.6% 29
MFA
4636
Morling Financial Advisors
California
$301M -$3.75M -1% 116
CL
4637
COWA LLC
Oklahoma
$301M +$38.7M +15% 144
LJCM
4638
Lee Johnson Capital Management
Texas
$301M +$10.4M +4% 104
BBNB
4639
Baker Boyer National Bank
Washington
$301M +$11.1M +4% 81
AFS
4640
Amtrust Financial Services
New York
$301M +$18.9M +7% 16
AWM
4641
Ameliora Wealth Management
Switzerland
$300M +$20.7M +7% 238
WAOTB
4642
Wealth Advisors of Tampa Bay
Florida
$300M +$35M +13% 99
GCM
4643
Galibier Capital Management
Ontario, Canada
$300M -$32.7M -10% 38
SC
4644
Sykon Capital
New York
$300M +$25.6M +9% 110
WFA
4645
WMG Financial Advisors
Tennessee
$300M +$29.6M +11% 221
MAM
4646
MMA Asset Management
Pennsylvania
$300M +$38.8M +15% 312
NCM
4647
Next Capital Management
New York
$300M +$29M +11% 149
TC
4648
TFR Capital
Texas
$300M +$23.4M +8% 172
SWGC
4649
Summit Wealth Group (Colorado)
Colorado
$300M -$98.7M -25% 426
JGIA
4650
Jackson Grant Investment Advisers
Connecticut
$299M +$27.1M +10% 416