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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
LWM
2726
Liberty Wealth Management
California
$800M +$25.7M +3% 1.42% 64.2% 286 19.23%
CG
2727
Cynosure Group
Utah
$800M -$183M -19% 0.57% 56.8% 480 75.63%
CHC
2728
City Holding Co
West Virginia
$800M -$13M -2% 0.89% 81.3% 598 7.36%
KWMG
2729
King Wealth Management Group
Florida
$800M -$29.9M -4% 3.05% 86% 169 8.88%
HP
2730
Hound Partners
New York
$799M +$56.2M +8% 12.8% 19.7% 48 50%
GWA
2731
Geometric Wealth Advisors
District of Columbia
$799M +$21.2M +3% 0.33% 62.1% 85 5.88%
KCPG
2732
Kavar Capital Partners Group
Kansas
$798M +$73M +10% 0.04% 77.2% 221 19%
CAM
2733
CenterStar Asset Management
Illinois
$797M +$442M +124% 2.32% 103% 608 81.58%
ACM
2734
Ashe Capital Management
New Jersey
$797M -$235M -23% 22.2% 70.7% 7 14.29%
RIM
2735
Rovida Investment Management
Cayman Islands
$797M +$62.7M +9% 3.01% 20 30%
BIM
2736
Barton Investment Management
Pennsylvania
$797M -$131M -14% 10.4% 80.3% 56 10.71%
ATS
2737
Ashton Thomas Securities
New York
$797M +$271M +51% 1.72% 462 39.61%
AGA
2738
Arkos Global Advisors
Texas
$797M +$13.9M +2% 0.35% 43.6% 204 41.18%
ACM
2739
Atika Capital Management
New York
$796M -$153M -16% 23.9% 811% 96 57.29%
Legacy Financial Group (Iowa)
2740
Legacy Financial Group (Iowa)
Iowa
$795M -$14.3M -2% 0.72% 44.3% 125 8.8%
LSA
2741
L & S Advisors
California
$795M -$287M -27% 5.26% 231% 278 28.42%
CWP
2742
Curated Wealth Partners
California
$794M -$132M -14% 14.3% 48.7% 255 29.02%
SC
2743
Soundwatch Capital
Connecticut
$793M +$148M +23% 4.66% 68.6% 54 24.07%
VCM
2744
Vision Capital Management
Oregon
$792M -$37.7M -5% 2.03% 67.4% 153 5.88%
AI
2745
Aperture Investors
New York
$791M -$84.1M -10% 11.9% 211% 104 34.62%
M
2746
Murchinson
Ontario, Canada
$791M +$170M +27% 10.4% 107% 141 80.14%
PWM
2747
Parkway Wealth Management
Texas
$791M +$45.1M +6% 1.13% 148 17.57%
AWG
2748
Alpha Wave Global
New York
$791M -$25.2M -3% 1.82% 226% 24 25%
AVLSA
2749
Atlas Venture Life Science Advisors
Massachusetts
$790M -$75.1M -9% 1.35% 484% 8 25%
AT
2750
Avenir Tech
Hong Kong
$790M -$300M -28% 23.7% 33 51.52%