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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
PA
2651
Planning Alternatives
Michigan
$516M -$27.6M -5% 4.26% 50.4% 48 10.42%
EC
2652
Elequin Capital
New York
$515M +$320M +163% 1.47% 46.3% 670 61.49%
RWA
2653
Ropes Wealth Advisors
Massachusetts
$515M -$87.4M -15% 3.04% 71% 284 14.79%
RCG
2654
Resource Consulting Group
Florida
$515M +$9.38M +2% 1.61% 69 26.09%
BW
2655
Bison Wealth
Georgia
$515M -$23.5M -4% 2.36% 37.4% 412 13.11%
PCM
2656
Prime Capital Management
Hong Kong
$515M +$35.9M +7% 2.03% 401% 5 20%
9WM
2657
9258 Wealth Management
Ohio
$514M -$17M -3% 3.11% 49.6% 330 5.45%
TCM
2658
Towercrest Capital Management
Pennsylvania
$514M -$22.9M -4% 3.56% 31.4% 107 4.67%
SAM
2659
Sectoral Asset Management
Quebec, Canada
$514M -$86.2M -14% 8.43% 166% 136 20.59%
WCM
2660
Woodson Capital Management
Connecticut
$513M -$149M -22% 2.04% 195% 49 32.65%
WAM
2661
WNY Asset Management
New York
$513M +$42.8M +9% 4.15% 220 17.27%
IWA
2662
Inspirion Wealth Advisors
Illinois
$513M -$9.14M -2% 2.58% 47% 145 8.97%
1SP
2663
140 Summer Partners
New York
$513M +$62.4M +14% 1.13% 134% 13 23.08%
HFS
2664
Heritage Financial Services
Massachusetts
$512M +$12.5M +2% 3.11% 38.3% 84 9.52%
HWA
2665
HHM Wealth Advisors
Tennessee
$512M -$21.4M -4% 3.37% 62.3% 842 11.4%
CIG
2666
Capricorn Investment Group
California
$511M -$195M -28% 25.5% 226% 9 11.11%
HCP
2667
Holt Capital Partners
Texas
$511M -$17.6M -3% 2.51% 55.2% 155 3.87%
WAS
2668
Wealth Advisory Solutions
Indiana
$510M +$135M +36% 3.07% 55.5% 138 49.28%
PAMG
2669
Patton Albertson Miller Group
Tennessee
$510M -$7.84M -2% 2.63% 109% 215 9.77%
CAM
2670
Claret Asset Management
Quebec, Canada
$509M -$3.44M -0.7% 0.3% 73.3% 164 11.59%
SWA
2671
Strategies Wealth Advisors
Michigan
$509M +$20M +4% 3.56% 51.8% 86 11.63%
GHAM
2672
Gilman Hill Asset Management
Connecticut
$509M -$28.4M -5% 2.45% 50.7% 221 10.41%
TCOT
2673
Trust Company of Toledo
Ohio
$509M -$83.5M -14% 3.23% 93.8% 235 21.7%
HWCM
2674
Hudson Way Capital Management
Texas
$508M -$24.8M -5% 4.29% 57.5% 15 13.33%
GC
2675
GPI Capital
New York
$508M -$37.6M -7% 0.03% 261% 8 12.5%