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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
SWIG
2676
Strategic Wealth Investment Group
Kentucky
$814M -$375M -32% 2.19% 134 33.58%
AWM
2677
Arista Wealth Management
Nevada
$813M +$9.44M +1% 2.59% 60.1% 323 39.32%
CHC
2678
City Holding Co
West Virginia
$813M +$17.5M +2% 3.08% 81.3% 643 18.82%
KCP
2679
Kera Capital Partners
California
$811M +$144M +22% 4.04% 597 36.52%
MGB
2680
Mass General Brigham
Massachusetts
$810M 5.22% 7
Legacy Financial Group (Iowa)
2681
Legacy Financial Group (Iowa)
Iowa
$809M +$45.3M +6% 1.42% 34.4% 124 10.48%
ACA
2682
Anchorage Capital Advisors
New York
$807M +$690M +591% 2.47% 6 33.33%
PPI
2683
Platinum Paramount Investment
$807M 8.58% 2
JBA
2684
Johnson Bixby & Associates
Washington
$807M +$26.6M +3% 1.65% 44.1% 130 12.31%
FA
2685
Fiducient Advisors
Illinois
$807M -$48.9M -6% 1.61% 43.9% 191 28.8%
MGAM
2686
McGowan Group Asset Management
Texas
$806M -$465K -0.1% 1.38% 51.9% 132 13.64%
TCM
2687
Twin Capital Management
Pennsylvania
$806M +$11.6M +1% 4.05% 101% 278 16.19%
WA
2688
WFM Asia
British Virgin Islands
$805M -$96.4M -11% 15.7% 14.1% 9 44.44%
IBOK
2689
Independence Bank of Kentucky
Kentucky
$804M +$25.9M +3% 3.35% 80.6% 756 21.83%
SG
2690
Strid Group
Pennsylvania
$803M +$16.5M +2% 2.39% 50.4% 82 15.85%
SCM
2691
Sirios Capital Management
Massachusetts
$803M +$35.1M +5% 6.88% 156% 78 17.95%
NEPWA
2692
New England Private Wealth Advisors
Massachusetts
$803M +$44.3M +6% 1.46% 40.3% 192 14.06%
UAG
2693
United Advisor Group
Ohio
$802M +$59M +8% 1.73% 513 17.54%
ICCFIA
2694
IDG China Capital Fund III Associates
China
$801M -$774M -49% 39.6% 3 33.33%
GEM
2695
Global Endowment Management
North Carolina
$801M +$2.51M +0.3% 1.69% 35.8% 142 12.68%
FAM
2696
Flaharty Asset Management
Florida
$801M +$13.7M +2% 0.53% 33.4% 147 15.65%
SAM
2697
Sawgrass Asset Management
Florida
$800M -$9.74M -1% 3.55% 96.6% 200 17%
MA
2698
MJP Associates
Connecticut
$799M +$40M +5% 2.03% 50.4% 267 13.48%
AO
2699
Allen Operations
New York
$799M -$38.4M -5% 1.23% 221% 38 10.53%
GP
2700
GSK plc
$799M 55.7% 15