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
SSIM
6626
Sheets Smith Investment Management
Texas
$154M +$40.3M +35% 160
LAIC
6627
Lederer & Associates Investment Counsel
California
$154M +$2.89M +2% 86
DWM
6628
Daner Wealth Management
Georgia
$154M +$9.02M +6% 100
BWA
6629
Babb Wealth Advisors
Arizona
$154M +$18.4M +14% 19
AFP
6630
Alpha Financial Partners
Kentucky
$154M +$15M +11% 98
KFO
6631
Kopp Family Office
Minnesota
$154M -$910K -0.6% 27
SNBOSCI
6632
Security National Bank of Sioux City Iowa
Iowa
$154M +$11.1M +8% 90
ADMI
6633
Albert D. Mason Inc
Massachusetts
$154M +$15.4M +11% 147
BCA
6634
Bay Capital Advisors
Virginia
$154M +$22.4M +17% 115
FWM
6635
Fingerlakes Wealth Management
New York
$153M +$19.3M +14% 101
ASP
6636
Adams Street Partners
Illinois
$153M +$11.2M +8% 7
CW
6637
Code Waechter
Florida
$153M +$12.7M +9% 119
CCM
6638
Cox Capital Management
Massachusetts
$153M +$6.45M +4% 67
VAG
6639
Vannoy Advisory Group
Texas
$153M +$8.37M +6% 29
USWG
6640
U.S. Wealth Group
New York
$153M +$24.8M +19% 41
ECM
6641
English Capital Management
Michigan
$153M +$1.61M +1% 35
SCM
6642
Susquehanna Capital Management
Pennsylvania
$153M -$20.2M -12% 1
RWS
6643
Rochester Wealth Strategies
Michigan
$153M +$13.4M +10% 23
BCP
6644
Bluegrass Capital Partners
Florida
$153M +$8.53M +6% 11
VFS
6645
Valpey Financial Services
New Hampshire
$153M +$8.18M +6% 72
SH
6646
SLT Holdings
Arizona
$153M +$18.6M +14% 154
MWM
6647
Mittelman Wealth Management
Massachusetts
$153M +$34.3M +29% 42
AIFAIM
6648
American Institute for Advanced Investment Management
Arizona
$153M +$11.3M +8% 151
FAM
6649
Fairtree Asset Management
South Africa
$153M +$20M +15% 100
JIM
6650
JCP Investment Management
Texas
$153M -$20.7M -12% 28