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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
SMH
2726
Sanders Morris Harris
Texas
$647M -$22.5M -3% 6.41% 83.1% 311 13.83%
NEPWA
2727
New England Private Wealth Advisors
Massachusetts
$647M +$15.5M +2% 0.95% 40.3% 155 12.26%
GGH
2728
GCM Grosvenor Holdings
Illinois
$646M -$52.9M -8% 4.42% 87.6% 22 31.82%
PS
2729
Portfolio Strategies
New York
$646M -$58.6M -8% 9.91% 83.1% 48 18.75%
CCMINC
2730
Cardinal Capital Management Inc (North Carolina)
North Carolina
$646M +$8.08M +1% 0.58% 77.6% 132 0.76%
FRM
2731
Fox Run Management
Connecticut
$646M +$94.9M +17% 5.25% 44.8% 1,295 68.88%
BWA
2732
BlueSky Wealth Advisors
North Carolina
$645M +$5.53M +0.9% 0.46% 42.9% 75 4%
BT
2733
Brandywine Trust
Delaware
$645M +$10.9M +2% 0.21% 11.9% 36 13.89%
FFM
2734
Fairmount Funds Management
Pennsylvania
$645M -$361M -36% 12.5% 2,938% 17 11.76%
HWM
2735
Hemington Wealth Management
Virginia
$645M +$247M +62% 0.6% 76.1% 1,820 5.88%
SG
2736
Strid Group
Pennsylvania
$644M +$3.44M +0.5% 1.47% 50.4% 64 9.38%
CT
2737
Colonial Trust
South Carolina
$644M -$29.1M -4% 0.62% 61.4% 1,359 22.44%
TFCP
2738
Twin Focus Capital Partners
Massachusetts
$644M -$32.8M -5% 0.65% 92.5% 164 20.12%
CIA
2739
Covington Investment Advisors
Pennsylvania
$643M -$22.9M -3% 3.47% 81.1% 73 4.11%
IWP
2740
IAG Wealth Partners
Wisconsin
$643M +$76.4M +13% 0.03% 41.4% 541 14.23%
CC
2741
Crosslink Capital
California
$643M -$75.9M -11% 2.29% 105% 21 23.81%
PPWP
2742
Premier Path Wealth Partners
New Jersey
$643M -$13.5M -2% 1.91% 387 8.53%
FEG
2743
Financial Enhancement Group
Indiana
$640M -$13.7M -2% 1.76% 57.5% 131 25.19%
IBOK
2744
Independence Bank of Kentucky
Kentucky
$640M -$10.2M -2% 2.4% 80.6% 638 6.27%
LWANC
2745
Laurel Wealth Advisors (North Carolina)
North Carolina
$639M -$1.21M -0.2% 0.22% 63.3% 750 9.33%
AWA
2746
Alaska Wealth Advisors
Alaska
$639M -$4.39M -0.7% 0.28% 30.7% 70 24.29%
SSG
2747
Summit Securities Group
New York
$639M +$154M +32% 0.36% 96.7% 1,157 82.89%
BGIM
2748
Boussard & Gavaudan Investment Management
United Kingdom
$637M -$562M -47% 1.85% 25.8% 113 69.03%
BC
2749
Brio Consultants
California
$637M -$2.13M -0.3% 0.98% 35.6% 124 11.29%
AFA
2750
Abacus FCF Advisors
Florida
$637M -$123M -16% 0.56% 142% 270 71.48%