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
SAM
4776
Sequent Asset Management
Texas
$174M +$12.5M +8% 73
SW
4777
StrongBox Wealth
Missouri
$174M +$13.1M +8% 106
MPW
4778
Monterey Private Wealth
California
$174M -$7.46M -4% 102
BCM
4779
Beddow Capital Management
Wyoming
$174M +$16.8M +11% 60
SIRP
4780
Shelter Insurance Retirement Plan
Missouri
$174M -$21.6M -11% 11
BWA
4781
Bordeaux Wealth Advisors
California
$174M +$29.9M +21% 70
JWS
4782
Juncture Wealth Strategies
Arizona
$174M +$15M +9% 125
YEPV
4783
Yorktown Energy Partners VIII
New York
$174M +$49.6M +40% 2
LWMG
4784
Levy Wealth Management Group
Pennsylvania
$174M +$21.8M +14% 73
GECH
4785
Garnet Equity Capital Holdings
New York
$174M +$17.7M +11% 52
GWM
4786
Gray Wealth Management
Maine
$174M +$16M +10% 119
IWMA
4787
Ironwood Wealth Management (Arizona)
Arizona
$173M +$17.5M +11% 53
AIIC
4788
AJU IB Investment Company
South Korea
$173M -$91.7M -35% 11
GEH
4789
General Equity Holdings
New York
$173M +$5.05M +3% 14
FA
4790
Fortis Advisors
Pennsylvania
$173M +$33.4M +24% 293
NWS
4791
Newport Wealth Strategies
California
$173M +$11.9M +7% 115
APSI
4792
Asset Planning Services Inc
Louisiana
$173M +$7.44M +4% 41
YCM
4793
Yaupon Capital Management
New York
$173M +$55.2M +47% 80
RPG
4794
Resource Planning Group
Georgia
$173M +$20.2M +13% 88
EF
4795
Exeter Financial
Arizona
$172M +$13.9M +9% 82
ER
4796
EVR Research
Virginia
$172M +$40.7M +31% 34
FA
4797
Fermata Advisors
California
$172M +$53.2M +45% 155
SSW
4798
Smith Shellnut Wilson
Mississippi
$172M +$8.06M +5% 168
MC
4799
MRJ Capital
New York
$172M +$11.7M +7% 52
VC
4800
Veery Capital
Delaware
$172M +$13.7M +9% 73