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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
9WM
2701
9258 Wealth Management
Ohio
$514M -$17M -3% 3.11% 49.6% 330 5.45%
TCM
2702
Towercrest Capital Management
Pennsylvania
$514M -$22.9M -4% 3.56% 39.1% 107 4.67%
SAM
2703
Sectoral Asset Management
Quebec, Canada
$514M -$86.2M -14% 8.43% 168% 136 20.59%
WCM
2704
Woodson Capital Management
Connecticut
$513M -$149M -22% 2.04% 235% 49 32.65%
WAM
2705
WNY Asset Management
New York
$513M +$42.8M +9% 4.15% 220 17.27%
IWA
2706
Inspirion Wealth Advisors
Illinois
$513M -$9.14M -2% 2.58% 47% 145 8.97%
1SP
2707
140 Summer Partners
New York
$513M +$62.4M +14% 1.13% 202% 13 23.08%
HFS
2708
Heritage Financial Services
Massachusetts
$512M +$12.5M +2% 3.11% 38.3% 84 9.52%
HWA
2709
HHM Wealth Advisors
Tennessee
$512M -$21.4M -4% 3.37% 62.3% 842 11.4%
CIG
2710
Capricorn Investment Group
California
$511M -$195M -28% 25.5% 95.9% 9 11.11%
HCP
2711
Holt Capital Partners
Texas
$511M -$17.6M -3% 2.51% 69.5% 155 3.87%
WAS
2712
Wealth Advisory Solutions
Indiana
$510M +$135M +36% 3.07% 55.5% 138 49.28%
PAMG
2713
Patton Albertson Miller Group
Tennessee
$510M -$7.84M -2% 2.63% 109% 215 9.77%
CAM
2714
Claret Asset Management
Quebec, Canada
$509M -$3.44M -0.7% 0.3% 73.3% 164 11.59%
SWA
2715
Strategies Wealth Advisors
Michigan
$509M +$20M +4% 3.56% 64.6% 86 11.63%
GHAM
2716
Gilman Hill Asset Management
Connecticut
$509M -$28.4M -5% 2.45% 50.7% 221 10.41%
TCOT
2717
Trust Company of Toledo
Ohio
$509M -$83.5M -14% 3.23% 93.8% 235 21.7%
HWCM
2718
Hudson Way Capital Management
Texas
$508M -$24.8M -5% 4.29% 51.3% 15 13.33%
GC
2719
GPI Capital
New York
$508M -$37.6M -7% 0.03% 261% 8 12.5%
SWA
2720
Sax Wealth Advisors
New Jersey
$508M +$5.67M +1% 3.2% 57.2% 190 13.68%
SA
2721
Strategic Advisors
New York
$507M -$17.7M -3% 2.56% 87.3% 205 8.78%
SIM
2722
Sherborne Investors Management
New York
$507M -$40.1M -7% 7.32% 54.2% 1 0%
GA
2723
GuoLine Advisory
Singapore
$507M -$439K -0.1% 3.41% 81.9% 13 15.38%
CWS
2724
Confluence Wealth Services
Pennsylvania
$507M +$34.9M +7% 2.85% 64.5% 274 9.49%
KC
2725
Kadensa Capital
Hong Kong
$507M -$61.3M -11% 2.55% 191% 33 48.48%