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
BFIM
1901
Beese Fulmer Investment Management
Ohio
$923M -$38.7M -4% 252
EWM
1902
Executive Wealth Management
Michigan
$922M -$83M -8% 213
OP
1903
Oldfield Partners
United Kingdom
$920M +$150M +19% 23
MYIA
1904
Mount Yale Investment Advisors
Colorado
$920M -$38.5M -4% 500
SFG
1905
StrategIQ Financial Group
Indiana
$920M -$78.1M -8% 306
SAM
1906
Simplify Asset Management
Nevada
$919M +$125M +16% 100
SCM
1907
Scopia Capital Management
New York
$919M -$107M -10% 21
CIAS
1908
Capital Investment Advisory Services
North Carolina
$919M +$74.5M +9% 891
JSW
1909
Journey Strategic Wealth
New Jersey
$917M -$43.5M -5% 246
RAA
1910
RWC Asset Advisors
Florida
$916M +$89.5M +11% 14
RPGK
1911
Retirement Planning Group (Kansas)
Kansas
$915M -$119M -12% 118
MWM
1912
Meridian Wealth Management
Kentucky
$915M -$21.5M -2% 434
EF
1913
Empowered Funds
Pennsylvania
$915M +$28.1M +3% 316
GP
1914
Girard Partners
Pennsylvania
$914M -$6.42M -0.7% 268
WSCM
1915
Wellington Shields Capital Management
New York
$914M +$132M +17% 358
CF
1916
Covea Finance
France
$912M -$229M -20% 58
KA
1917
Kintegral Advisory
New York
$911M -$52.7M -5% 267
JAFL
1918
Jay A. Fishman Ltd
Michigan
$908M -$28.3M -3% 99
MTCM
1919
Mint Tower Capital Management
Netherlands
$907M +$332M +58% 430
MRCP
1920
Maple Rock Capital Partners
Ontario, Canada
$905M +$102M +13% 34
FBFS
1921
First Business Financial Services
Wisconsin
$904M -$40.6M -4% 180
BTWM
1922
Baker Tilly Wealth Management
Wisconsin
$904M -$27.7M -3% 574
MFIMFI
1923
Mesirow Financial Investment Management - Fixed Income
Illinois
$903M -$4.61M -0.5% 152
JC
1924
Jacobs & Co
California
$903M -$61.3M -6% 129
JEST
1925
JTC Employer Solutions Trustee
Jersey
$903M +$93.5M +12% 314