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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
RPC
2501
Rossmore Private Capital
Connecticut
$642M +$1.83M +0.3% 1.51% 75.4% 230 5.65%
PTC
2502
Private Trust Company
Ohio
$640M -$84.1M -12% 3.53% 79.6% 397 17.63%
SMA
2503
Sage Mountain Advisors
Georgia
$640M -$194M -23% 3.15% 62.5% 751 27.96%
IFAM
2504
Institutional & Family Asset Management
Colorado
$639M -$3.25M -0.5% 0.96% 19% 865 13.41%
NFG
2505
Nadler Financial Group
Illinois
$638M -$38.5M -6% 3.6% 72.4% 143 23.78%
JCI
2506
Jet Capital Investors
New York
$638M +$260M +69% 6.25% 147% 50 70%
SGCA
2507
Steel Grove Capital Advisors
Tennessee
$638M +$131M +26% 3.07% 93% 164 14.02%
CCFM
2508
Clear Creek Financial Management
Washington
$638M -$27.4M -4% 1.82% 81% 381 17.85%
FSWA
2509
Financial Synergies Wealth Advisors
Texas
$635M -$94.6M -13% 5.5% 72.3% 70 20%
SM
2510
Sunriver Management
Connecticut
$635M +$1.65M +0.3% 5.11% 9.27% 21 23.81%
MIM
2511
Miller Investment Management
Pennsylvania
$635M -$64.3M -9% 3.66% 60.2% 101 9.9%
VCM
2512
Virtue Capital Management
Tennessee
$635M -$43.2M -6% 3.85% 91% 447 20.13%
TM
2513
THRC Management
Texas
$634M +$75.9M +14% 76.9% 28 39.29%
SC
2514
Sierra Capital
Florida
$634M -$37.9M -6% 0.75% 32.4% 891 11.45%
CEI
2515
Clark Estates Inc
New York
$634M -$49.7M -7% 2.76% 34.5% 108 33.33%
BTP
2516
Bloom Tree Partners
New York
$633M -$117M -16% 6.91% 20.4% 155 18.71%
AOWM
2517
Alpha Omega Wealth Management
Virginia
$633M -$18.1M -3% 2.42% 60.7% 230 5.65%
GC
2518
GPI Capital
New York
$632M -$153M -20% 1.05% 261% 10 30%
BL
2519
BFSG LLC
California
$632M -$87.9M -12% 1.93% 81.9% 237 29.54%
FWM
2520
Focused Wealth Management
New York
$631M -$16M -2% 4.58% 73.9% 1,166 18.18%
SMG
2521
Spectrum Management Group
Indiana
$631M -$64.5M -9% 2.54% 44% 368 26.36%
AAM
2522
Auxier Asset Management
Oregon
$631M -$13.5M -2% 1.8% 71.7% 177 7.91%
LIA
2523
LS Investment Advisors
Michigan
$630M -$32.8M -5% 5.92% 85.7% 161 17.39%
ECA
2524
Endeavour Capital Advisors
Connecticut
$629M -$83M -12% 6.56% 105% 67 32.84%
RWA
2525
RGT Wealth Advisors
Texas
$629M -$26.6M -4% 1.22% 9.35% 356 70.22%