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
SC
2376
Sierra Capital
Florida
$945M +$33.4M +4% 222
NAM
2377
NTV Asset Management
West Virginia
$944M +$27M +3% 327
IFWM
2378
Institute for Wealth Management
Colorado
$943M -$16.7M -2% 586
GLLW
2379
Graves Light Lenhart Wealth
Virginia
$943M +$41.8M +5% 201
MC
2380
Middleton & Co
Massachusetts
$942M +$16.6M +2% 168
FWM
2381
Focused Wealth Management
New York
$942M +$17.5M +2% 211
OBWG
2382
Onyx Bridge Wealth Group
New York
$940M +$20.4M +2% 390
CFG
2383
Cooper Financial Group
California
$940M +$36.4M +4% 411
HIC
2384
Harvey Investment Company
Kentucky
$939M +$2.05M +0.2% 102
TFA
2385
Teamwork Financial Advisors
Texas
$938M +$20.3M +2% 196
GIC
2386
GFI Investment Counsel
Ontario, Canada
$938M -$22.4M -2% 32
MIG
2387
McGuire Investment Group
Rhode Island
$936M +$53.2M +6% 126
MHIC
2388
Marble Harbor Investment Counsel
Massachusetts
$936M -$19.2M -2% 192
BIP
2389
Blueprint Investment Partners
North Carolina
$935M +$223M +31% 131
GFP
2390
Gryphon Financial Partners
Ohio
$935M +$57.6M +7% 352
RCM
2391
Redwood Capital Management
New York
$934M -$98M -9% 17
USGIU
2392
U.S. Global Investors (USGI)
Texas
$934M +$51.6M +6% 164
BCC
2393
Biglari Capital Corp
Texas
$933M +$19.4M +2% 12
PGA
2394
Portland Global Advisors
Maine
$932M +$36.1M +4% 155
LA
2395
Legacy Advisors
Pennsylvania
$931M +$121M +15% 293
SCA
2396
Stillwater Capital Advisors
Pennsylvania
$930M +$42.2M +5% 73
CWMK
2397
Caliber Wealth Management (Kansas)
Kansas
$929M +$32.3M +4% 268
BFC
2398
Bedel Financial Consulting
Indiana
$929M +$146M +19% 301
BIM
2399
Barton Investment Management
Pennsylvania
$928M -$53.8M -5% 52
QIM
2400
Quest Investment Management
Oregon
$928M -$25M -3% 139