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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
TCM
2751
Towercrest Capital Management
Pennsylvania
$559M +$45M +9% 8.16% 39.1% 107 3.74%
DOA
2752
D'Orazio & Associates
Virginia
$558M +$113M +25% 11% 61.2% 194 22.68%
SAM
2753
Synergy Asset Management
Washington
$558M +$54M +11% 8.01% 97.3% 177 48.59%
SM
2754
Skaana Management
New York
$558M +$152M +37% 1.91% 269% 241 22.41%
FPGK
2755
Financial Partners Group (Kansas)
Kansas
$558M +$72.7M +15% 9.42% 70.7% 173 10.4%
MWA
2756
Monograph Wealth Advisors
California
$557M +$51.6M +10% 10.9% 68% 139 30.94%
ECM
2757
Exchange Capital Management
Michigan
$557M +$27.2M +5% 11.5% 57.8% 186 8.06%
ZAM
2758
Zevin Asset Management
Massachusetts
$557M +$59.5M +12% 8.74% 71.7% 94 11.7%
HS
2759
Hazelview Securities
Ontario, Canada
$557M +$6.6M +1% 16.5% 53 49.06%
CAM
2760
Covenant Asset Management
New Jersey
$557M +$177M +47% 15.6% 158% 167 11.98%
CG
2761
Cynosure Group
Utah
$556M +$230M +71% 9.74% 56.8% 158 17.72%
MAP
2762
Moody Aldrich Partners
Massachusetts
$556M +$28.1M +5% 17.6% 336% 230 31.74%
SG
2763
StepStone Group
California
$556M +$107M +24% 34.9% 103% 28 42.86%
CIAS
2764
CFS Investment Advisory Services
New Jersey
$555M -$72.2M -12% 8.55% 54.1% 177 24.86%
IWA
2765
Inspirion Wealth Advisors
Illinois
$555M +$42.1M +8% 8.34% 47% 148 12.16%
SAM
2766
Sompo Asset Management
Japan
$554M +$97.8M +21% 12.7% 84.7% 203 15.76%
RCM
2767
Redwood Capital Management
New York
$552M +$19.9M +4% 17.1% 313% 22 13.64%
TW
2768
TrinityPoint Wealth
Connecticut
$552M +$50M +10% 10.5% 28.4% 303 7.26%
JC
2769
Joho Capital
New York
$552M +$107M +24% 16.6% 80.2% 19 31.58%
TWP
2770
Total Wealth Planning
Ohio
$551M +$62M +13% 8.48% 37.2% 92 8.7%
DA
2771
Dillon & Associates
Michigan
$551M +$31.7M +6% 10% 98.2% 80 6.25%
IAM
2772
Iridian Asset Management
Connecticut
$551M +$57.4M +12% 9.93% 82.5% 53 7.55%
CIA
2773
Covington Investment Advisors
Pennsylvania
$551M +$62.9M +13% 11.6% 100% 77 9.09%
PFBT
2774
Parkside Financial Bank & Trust
Missouri
$550M +$118M +27% 10.6% 63.3% 2,225 16.09%
CFG
2775
Cooper Financial Group
California
$550M +$134M +32% 9.49% 78.6% 359 14.48%