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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
VNA
2601
Valley National Advisers
Pennsylvania
$477M +$39.8M +9% 894
AWA
2602
Arkadios Wealth Advisors
Georgia
$477M +$277M +139% 1,711
RWA
2603
RGT Wealth Advisors
Texas
$477M +$82M +21% 76
JWA
2604
JFS Wealth Advisors
Pennsylvania
$476M +$55.7M +13% 649
CCT
2605
Chemung Canal Trust
New York
$476M +$57M +14% 115
ACA
2606
Atlas Capital Advisors
Wyoming
$476M +$53.4M +13% 661
TWM
2607
Tanglewood Wealth Management
Texas
$476M +$37M +8% 21
NEWAS
2608
N.E.W. Advisory Services
Wisconsin
$476M +$122M +34% 137
ICM
2609
Ionic Capital Management
New York
$475M -$67.7M -12% 318
PC
2610
Permanens Capital
New York
$475M +$186M +64% 133
LWM
2611
Laidlaw Wealth Management
New York
$475M +$250M +111% 361
DGHMC
2612
Dalton, Greiner, Hartman, Maher & Co
New York
$475M -$137M -22% 175
KFP
2613
KMG Fiduciary Partners
Ohio
$474M +$72.3M +18% 156
WAM
2614
Winslow Asset Management
Ohio
$474M +$82.1M +21% 78
AWM
2615
Affinity Wealth Management
Delaware
$474M +$103M +28% 99
QA
2616
Quantitative Advantage
Minnesota
$474M +$64.1M +16% 63
IFAM
2617
Institutional & Family Asset Management
Colorado
$473M +$47.3M +11% 954
MGB
2618
Mass General Brigham
Massachusetts
$473M +$347M +275% 3
EC
2619
Euclidean Capital
New York
$472M 10
RFM
2620
Royal Fund Management
Florida
$472M +$81.2M +21% 189
BS
2621
Boenning & Scattergood
Pennsylvania
$472M +$55.1M +13% 354
MFW
2622
Meristem Family Wealth
Minnesota
$472M +$81.9M +21% 244
SSA
2623
South Street Advisors
New York
$472M +$58.1M +14% 62
GWI
2624
Grace & White Inc
New York
$472M +$83.1M +21% 134
SWPG
2625
Strategic Wealth Partners Group
Illinois
$472M +$58M +14% 59