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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
KW
2701
KWB Wealth
California
$602M +$38.7M +7% 5.78% 49.1% 91 6.59%
WP
2702
WealthShield Partners
North Carolina
$601M +$227M +61% 7.38% 71% 308 33.77%
ACP
2703
Aviance Capital Partners
Florida
$600M +$34.1M +6% 10.1% 98.2% 267 11.61%
BIA
2704
Biondo Investment Advisors
Pennsylvania
$600M +$17.4M +3% 7.51% 83.4% 88 10.23%
PGA
2705
Portland Global Advisors
Maine
$600M +$59.1M +11% 6.11% 43.4% 161 5.59%
VCM
2706
Voleon Capital Management
California
$599M +$505M +539% 2.52% 23 100%
BCA
2707
Biltmore Capital Advisors
New Jersey
$599M +$56.8M +10% 9.47% 80.4% 192 38.02%
CHC
2708
City Holding Co
West Virginia
$599M +$13.8M +2% 8.98% 81.3% 531 10.55%
EV
2709
Eclipse Ventures
California
$599M 30.6% 3
AIM
2710
Arcadia Investment Management
Michigan
$598M +$56.8M +10% 12.1% 83.5% 299 10.7%
AWMS
2711
Advocacy Wealth Management Services
Georgia
$598M +$43.6M +8% 4.89% 48.3% 201 6.97%
IP
2712
Isthmus Partners
Wisconsin
$597M +$45M +8% 9.48% 61.1% 155 6.45%
AWM
2713
Absher Wealth Management
North Carolina
$596M +$55.7M +10% 7.99% 54.5% 64 12.5%
AI
2714
Atom Investors
Texas
$596M -$639M -52% 0.21% 83.4% 455 76.04%
AWM
2715
Avitas Wealth Management
California
$596M +$47M +9% 11.2% 56.2% 204 19.61%
CIM
2716
Cambria Investment Management
California
$596M +$50.1M +9% 6.88% 72% 280 23.93%
DCP
2717
Distillate Capital Partners
Illinois
$596M +$220M +59% 14.2% 9.94% 128 29.69%
SIM
2718
Sandia Investment Management
Massachusetts
$596M 0.56% 20.5% 254
GIP
2719
Greatmark Investment Partners
Georgia
$596M +$61.6M +12% 12.4% 62% 142 8.45%
AWAG
2720
ARS Wealth Advisors Group
Florida
$596M +$44.6M +8% 7.88% 77.1% 145 9.66%
BCM
2721
Barometer Capital Management
Ontario, Canada
$595M +$76.8M +15% 14.6% 336% 164 48.78%
EAMA
2722
EFG Asset Management (Americas)
Florida
$595M +$33.6M +6% 9.12% 112% 138 6.52%
DMBA
2723
Deseret Mutual Benefit Administrators
Utah
$595M +$51.6M +10% 9.58% 75.5% 506 4.74%
TNA
2724
True North Advisors
Texas
$592M +$84.1M +17% 10.6% 86.9% 246 16.26%
APA
2725
Arisaig Partners (Asia)
Singapore
$592M 23.8% 10