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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
SFC
2526
SYM Financial Corp
Indiana
$618M +$54.3M +10% 207
SJIC
2527
St. James Investment Company
Texas
$617M -$39.4M -6% 27
VCM
2528
Violich Capital Management
California
$616M +$29.9M +5% 107
AI
2529
Arvest Investments
Arkansas
$616M 154
OCG
2530
Opus Capital Group
Ohio
$615M +$51.4M +9% 124
CC
2531
Covalis Capital
United Kingdom
$615M +$49.6M +9% 79
RIA
2532
RPG Investment Advisory
California
$614M +$70.3M +13% 87
FMP
2533
Financial Management Professionals
Texas
$614M +$45M +8% 1,094
MAM
2534
Mark Asset Management
New York
$614M +$84.2M +16% 56
SWA
2535
Sax Wealth Advisors
New Jersey
$613M +$105M +21% 196
IFWM
2536
Institute for Wealth Management
Colorado
$613M +$64.9M +12% 491
UWPG
2537
Ullmann Wealth Partners Group
Florida
$613M +$77.3M +14% 105
HCA
2538
Heck Capital Advisors
Wisconsin
$613M +$73.2M +14% 208
AWP
2539
Ascent Wealth Partners
New York
$612M +$69.5M +13% 165
CWP
2540
Curated Wealth Partners
California
$612M +$63.3M +12% 148
ECM
2541
Estabrook Capital Management
New York
$612M +$44.2M +8% 377
LCG
2542
Luxor Capital Group
New York
$611M -$311M -34% 41
CIC
2543
Cornercap Investment Counsel
Georgia
$611M +$61.5M +11% 675
QI
2544
Qtron Investments
Massachusetts
$610M +$85.6M +16% 481
TAM
2545
Third Avenue Management
New York
$609M +$12.8M +2% 60
SP
2546
ShawSpring Partners
Massachusetts
$609M +$11.8M +2% 6
BTWM
2547
Baker Tilly Wealth Management
Wisconsin
$609M +$2.14M +0.4% 496
KCMH
2548
Keywise Capital Management (HK)
Hong Kong
$609M +$5.05M +0.8% 11
FWM
2549
Focused Wealth Management
New York
$608M +$42.1M +7% 1,063
PP
2550
Paloma Partners
Connecticut
$608M +$126M +26% 511