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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
2576
SYM Financial Corp
Indiana
$618M +$54.3M +10% 9.44% 43.3% 207 24.15%
SJIC
2577
St. James Investment Company
Texas
$617M -$39.4M -6% 5.33% 47.7% 27 11.11%
IFWM
2578
Institute for Wealth Management
Colorado
$616M +$61.9M +11% 13.2% 137% 498 10.44%
VCM
2579
Violich Capital Management
California
$616M +$29.9M +5% 9.25% 100% 107 14.02%
AI
2580
Arvest Investments
Arkansas
$616M 8.26% 154
OCG
2581
Opus Capital Group
Ohio
$615M +$51.4M +9% 8.92% 39.5% 124 6.45%
CC
2582
Covalis Capital
United Kingdom
$615M +$49.8M +9% 2.44% 31.3% 81 67.9%
FCM
2583
Freshford Capital Management
New York
$615M +$13.3M +2% 11.2% 62.2% 24 33.33%
RIA
2584
RPG Investment Advisory
California
$614M +$70.3M +13% 13% 123% 87 9.2%
FMP
2585
Financial Management Professionals
Texas
$614M +$45M +8% 9.62% 62.1% 1,091 15.12%
SWA
2586
Sax Wealth Advisors
New Jersey
$613M +$105M +21% 10.7% 57.2% 196 12.76%
UWPG
2587
Ullmann Wealth Partners Group
Florida
$613M +$77.3M +14% 10.3% 51.5% 105 8.57%
HCA
2588
Heck Capital Advisors
Wisconsin
$613M +$73.2M +14% 9.44% 59.4% 208 20.67%
AWP
2589
Ascent Wealth Partners
New York
$612M +$69.5M +13% 11% 72.3% 165 7.88%
CWP
2590
Curated Wealth Partners
California
$612M +$63.3M +12% 10.9% 45.4% 148 13.51%
ECM
2591
Estabrook Capital Management
New York
$612M +$44.2M +8% 11.5% 76.2% 377 4.77%
CIC
2592
Cornercap Investment Counsel
Georgia
$611M +$61.5M +11% 12.6% 55.4% 675 30.52%
QI
2593
Qtron Investments
Massachusetts
$610M +$85.6M +16% 12.4% 111% 481 19.13%
EH
2594
EMG Holdings
Connecticut
$610M +$150M +33% 7.93% 5.25% 79 39.24%
TAM
2595
Third Avenue Management
New York
$609M +$12.8M +2% 18.3% 111% 60 3.33%
SP
2596
ShawSpring Partners
Massachusetts
$609M +$11.8M +2% 7.56% 6.63% 6 0%
BTWM
2597
Baker Tilly Wealth Management
Wisconsin
$609M +$2.14M +0.4% 12% 83.6% 496 14.92%
KCMH
2598
Keywise Capital Management (HK)
Hong Kong
$609M +$5.05M +0.8% 14.7% 619% 11 9.09%
TCP
2599
ThornTree Capital Partners
Massachusetts
$609M +$226M +59% 14.5% 206% 28 46.43%
FWM
2600
Focused Wealth Management
New York
$608M +$42M +7% 9.44% 57.9% 1,113 15.27%