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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
MWA
2526
Monograph Wealth Advisors
California
$734M -$22.2M -3% 1.73% 59.7% 124 16.94%
TAMH
2527
Taikang Asset Management (HK)
Hong Kong
$734M +$53.6M +8% 1.19% 120% 119 28.57%
GIP
2528
Greatmark Investment Partners
Georgia
$733M -$1.03M -0.1% 0.78% 62% 145 6.21%
BWP
2529
BlueStem Wealth Partners
Minnesota
$733M -$28.4M -4% 2.15% 113 19.47%
TCM
2530
TCG Crossover Management
California
$733M -$290M -28% 20.7% 3,169% 38 2.63%
MBTD
2531
Mechanics Bank - Trust Department
California
$733M -$17.5M -2% 1.59% 67.2% 230 10.87%
I
2532
INVST
Indiana
$733M -$90.3M -11% 1.66% 60.4% 343 48.69%
FACM
2533
Forest Avenue Capital Management
Florida
$732M -$361M -33% 6.7% 330% 26 57.69%
EFG
2534
Everhart Financial Group
Ohio
$731M +$245M +51% 2.63% 113% 351 18.52%
AAA
2535
Adams Asset Advisors
Texas
$729M -$49.5M -6% 0.88% 63.2% 80 7.5%
MCM
2536
Mainstay Capital Management
Michigan
$729M +$71.8M +11% 0.56% 107% 117 17.95%
HIGP
2537
Hill Investment Group Partners
Missouri
$728M -$18.1M -2% 0.06% 41.1% 82 41.46%
SP
2538
ShawSpring Partners
Massachusetts
$728M -$27.2M -4% 8.5% 6.63% 12 25%
CPC
2539
Consolidated Planning Corp
Georgia
$726M -$8.33M -1% 1.15% 82.3% 222 29.28%
AIC
2540
AWM Investment Company
New York
$726M -$94.9M -12% 7.58% 488% 104 25%
CG
2541
Cynosure Group
Utah
$726M +$56.4M +8% 2.91% 48.9% 389 9.25%
IGGA
2542
Iron Gate Global Advisors
Utah
$725M +$16.6M +2% 1.66% 110% 103 23.3%
SAM
2543
Silverback Asset Management
North Carolina
$724M +$56.6M +8% 9.29% 92.4% 62 17.74%
NA
2544
Navellier & Associates
Nevada
$724M -$110M -13% 0.39% 262% 384 36.46%
CMHI
2545
CVC Management Holdings II
Jersey
$724M -$163M -18% 17.6% 3 0%
MFT
2546
Moisand Fitzgerald Tamayo
Florida
$723M +$15.4M +2% 0.2% 48.1% 620 7.42%
CPBTD
2547
Central Pacific Bank - Trust Division
Hawaii
$723M -$41M -5% 1.1% 924 13.53%
RCIM
2548
Red Cedar Investment Management
Michigan
$723M -$73.1M -9% 1.66% 74.9% 83 12.05%
MAP
2549
Managed Asset Portfolios
Michigan
$722M +$47.2M +7% 3.69% 72.8% 56 17.86%
CAS
2550
Coppell Advisory Solutions
Texas
$721M +$5.72M +0.8% 0.51% 2,023 85.66%