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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
IF
2651
Intrua Financial
Texas
$559M -$13.4M -2% 0.84% 71% 413 17.68%
KWM
2652
Kanen Wealth Management
Florida
$558M +$269M +93% 4.91% 164% 26 23.08%
DIA
2653
Dean Investment Associates
Ohio
$558M -$9.93M -2% 0.59% 46.9% 238 7.56%
RB
2654
Rodgers Brothers
Pennsylvania
$557M -$4.85M -0.9% 1.2% 75.7% 215 12.09%
LSPW
2655
Lake Street Private Wealth
Illinois
$557M -$13.1M -2% 2.68% 77% 361 20.22%
DSAM
2656
Dock Street Asset Management
Florida
$557M -$50.1M -8% 5.34% 167% 82 20.73%
FAAM
2657
First Ascent Asset Management
Colorado
$556M +$31.4M +6% 5.59% 4.15% 41 19.51%
BEP
2658
Bluescape Energy Partners
Texas
$556M -$72.4M -12% 2.1% 51.1% 3 0%
FC
2659
FORA Capital
Florida
$555M +$297M +115% 0.78% 120% 671 82.71%
TIS
2660
Tortoise Index Solutions
Kansas
$554M +$100M +22% 18.4% 52.2% 111 2.7%
AWM
2661
Avitas Wealth Management
California
$554M -$42.1M -7% 4.18% 56.2% 222 35.59%
IAIM
2662
International Assets Investment Management
Florida
$554M -$18.9M -3% 3.09% 85% 601 32.45%
SCM
2663
SKBA Capital Management
California
$554M +$23M +4% 6.48% 52.3% 85 8.24%
SCM
2664
SOL Capital Management
Maryland
$554M +$487K +0.1% 4.82% 56.6% 272 8.82%
HCA
2665
Heck Capital Advisors
Wisconsin
$553M +$2.48M +0.5% 3.81% 59.4% 136 19.12%
MIC
2666
Means Investment Company
Maine
$552M -$13.9M -2% 4.54% 79.7% 228 22.81%
HCP
2667
Holt Capital Partners
Texas
$552M -$16.5M -3% 2.32% 55.2% 164 3.66%
HAM
2668
HHR Asset Management
New Jersey
$552M -$286M -34% 17.7% 76.3% 36 27.78%
TW
2669
TrinityPoint Wealth
Connecticut
$552M -$11.1M -2% 3.63% 28.4% 330 14.55%
CNB
2670
Camden National Bank
Maine
$552M -$17.4M -3% 3.12% 48.8% 157 11.46%
PG
2671
Proffitt & Goodson
Tennessee
$551M -$18.1M -3% 5.07% 48.5% 288 15.97%
VF
2672
Vest Financial
Virginia
$551M +$90.6M +20% 1.52% 61.9% 66 4.55%
T
2673
TCWP
Ohio
$550M +$46M +9% 3.02% 1,978 86.75%
BCM
2674
Barometer Capital Management
Ontario, Canada
$550M -$45.7M -8% 23% 311% 176 67.05%
AIA
2675
AGF Investments America
Ontario, Canada
$549M +$27.2M +5% 5.01% 72.1% 73 21.92%