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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
HR
2651
Hardy Reed
Mississippi
$478M +$79.3M +20% 13.5% 57.7% 103 17.48%
TFO
2652
Tarbox Family Office
California
$478M +$67.6M +16% 16% 49.1% 1,224 9.4%
TW
2653
Transform Wealth
Colorado
$478M -$142M -23% 13.5% 48.4% 234 24.36%
SAM
2654
Sycomore Asset Management
France
$478M +$135M +39% 18.8% 151% 83 40.96%
SMG
2655
Spectrum Management Group
Indiana
$478M +$50.9M +12% 10.7% 44% 295 35.93%
CHC
2656
City Holding Co
West Virginia
$478M +$38.9M +9% 13% 81.3% 551 13.61%
HWA
2657
HCR Wealth Advisors
California
$478M +$40.4M +9% 13.4% 91% 278 17.63%
AWM
2658
Absher Wealth Management
North Carolina
$478M +$61.7M +15% 13.7% 52.3% 72 6.94%
VNA
2659
Valley National Advisers
Pennsylvania
$477M +$39.8M +9% 11.6% 79% 894 10.18%
AWA
2660
Arkadios Wealth Advisors
Georgia
$477M +$277M +139% 13.3% 73.7% 1,706 49.47%
RWA
2661
RGT Wealth Advisors
Texas
$477M +$82M +21% 10.3% 9.35% 76 55.26%
JWA
2662
JFS Wealth Advisors
Pennsylvania
$476M +$55.7M +13% 13% 54.8% 650 20.92%
IFAM
2663
Institutional & Family Asset Management
Colorado
$476M +$46.6M +11% 13.4% 19% 957 18.5%
CCT
2664
Chemung Canal Trust
New York
$476M +$57M +14% 13.6% 80.9% 115 1.74%
ACA
2665
Atlas Capital Advisors
Wyoming
$476M +$53.4M +13% 12.6% 661 55.98%
TWM
2666
Tanglewood Wealth Management
Texas
$476M +$37M +8% 12.8% 59.7% 21 19.05%
NEWAS
2667
N.E.W. Advisory Services
Wisconsin
$476M +$122M +34% 11.3% 42% 137 32.12%
MLM
2668
Mount Lucas Management
Pennsylvania
$475M -$4.41M -0.9% 18.6% 84.4% 134 57.46%
PC
2669
Permanens Capital
New York
$475M +$186M +64% 13.8% 74.7% 133 14.29%
GRIM
2670
Greenhaven Road Investment Management
Connecticut
$475M +$216M +83% 66.5% 76.8% 33 45.45%
LWM
2671
Laidlaw Wealth Management
New York
$475M +$250M +111% 11.4% 116% 361 45.43%
DGHMC
2672
Dalton, Greiner, Hartman, Maher & Co
New York
$475M -$137M -22% 26.6% 63% 175 10.86%
KFP
2673
KMG Fiduciary Partners
Ohio
$474M +$72.3M +18% 13.3% 98% 156 10.26%
WAM
2674
Winslow Asset Management
Ohio
$474M +$82.1M +21% 24.2% 83.3% 78 6.41%
AWM
2675
Affinity Wealth Management
Delaware
$474M +$103M +28% 15.6% 116% 99 28.28%