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
SWM
2276
Segment Wealth Management
Texas
$402M -$11.6M -3% 221
IAA
2277
Independent Advisor Alliance
North Carolina
$402M -$41M -9% 362
KWM
2278
Kingsview Wealth Management
Oregon
$402M +$122M +44% 340
RBCM
2279
Raub Brock Capital Management
California
$402M -$2.1M -0.5% 47
LTI
2280
Laffer Tengler Investments
Tennessee
$402M +$2.58M +0.6% 269
MCM
2281
Maple Capital Management
Vermont
$401M +$12.4M +3% 147
SP
2282
Stairway Partners
Illinois
$401M -$2.05M -0.5% 9
FTI
2283
Fiduciary Trust International
Massachusetts
$401M -$815K -0.2% 103
BMM
2284
Berkshire Money Management
Massachusetts
$401M +$1.12M +0.3% 28
CBT
2285
Central Bank & Trust
Kentucky
$401M -$14.1M -3% 277
SFS
2286
Sowell Financial Services
Arkansas
$400M -$8.82M -2% 302
BST
2287
Bath Savings Trust
Maine
$400M +$2.33M +0.6% 123
TIM
2288
Total Investment Management
Arizona
$400M +$60.9M +18% 47
LG
2289
LaFleur & Godfrey
Michigan
$399M -$8.38M -2% 77
OCG
2290
Opus Capital Group
Ohio
$398M -$56.9M -12% 254
AAM
2291
ACK Asset Management
Connecticut
$397M -$47.9M -11% 41
UM
2292
Ulysses Management
New York
$397M +$21M +6% 62
HVIA
2293
Hudson Valley Investment Advisors
New York
$397M -$7.85M -2% 155
REMS
2294
Real Estate Management Services
$396M -$34.2M -8% 31
CA
2295
Cynosure Advisors
Utah
$396M -$38.5M -9% 254
NL
2296
NWAM LLC
Washington
$396M +$971K +0.2% 364
DSC
2297
Duncker Streett & Co
Missouri
$395M +$6.07M +2% 612
MA
2298
Mutual Advisors
Nebraska
$395M +$130M +49% 403
MIM
2299
Martin Investment Management
Florida
$394M +$36.2M +10% 38
WI
2300
Wintrust Investments
Illinois
$394M -$34.1M -8% 294