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
LIG
5426
Lokken Investment Group
Delaware
$123M +$9.84M +9% 118
WF
5427
Williams Financial
Vermont
$123M +$7.24M +6% 52
FMC
5428
Financial Management Concepts
Florida
$123M +$12M +11% 31
ACM
5429
Altai Capital Management
California
$123M +$4.53M +4% 10
RVM
5430
Robinson Value Management
Texas
$123M +$902K +0.7% 72
CCG
5431
Capital CS Group
California
$123M +$20.2M +20% 106
TFP
5432
Triune Financial Partners
Kansas
$123M 22
STC
5433
Sarah T. Connolly
$122M +$10M +9% 93
AM
5434
Ampfield Management
New York
$122M +$4.29M +4% 29
TCM
5435
Taal Capital Management
Massachusetts
$122M +$374K +0.3% 50
VCM
5436
Verger Capital Management
North Carolina
$122M +$5.8M +5% 12
AF
5437
Aldebaran Financial
$122M +$8.38M +7% 89
ECP
5438
Elemental Capital Partners
California
$122M +$2.36M +2% 10
NIMC
5439
Nierenberg Investment Management Company
Washington
$121M -$6.74M -5% 40
SC
5440
Schiavi & Co
Delaware
$121M +$16M +15% 11
BDFN
5441
Bond & Devick Financial Network
Minnesota
$121M +$13.1M +12% 107
SCA
5442
Strategic Capital Advisers
Colorado
$121M +$5.95M +5% 50
SWA
5443
Sightline Wealth Advisors
Connecticut
$121M +$12.8M +12% 56
HIGP
5444
Hill Investment Group Partners
Missouri
$121M 26
MF
5445
Montis Financial
Massachusetts
$121M +$13.4M +12% 71
CRIG
5446
Charter Research & Investment Group
Connecticut
$121M +$6.18M +5% 82
CAM
5447
Campion Asset Management
Virginia
$120M -$11.8M -9% 97
PCM
5448
Piedmont Capital Management
Montana
$120M +$13.5M +13% 45
LCM
5449
LCM Capital Management
Illinois
$120M +$8.54M +8% 90
XS
5450
XR Securities
Illinois
$120M -$60.5M -33% 384