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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
TWP
2751
Total Wealth Planning
Ohio
$654M +$11.6M +2% 0.45% 37.2% 94 4.26%
TFM
2752
TFC Financial Management
Massachusetts
$653M +$20.9M +3% 0.33% 60% 1,068 18.63%
CIG
2753
Consolidated Investment Group
Colorado
$653M -$61M -9% 6.35% 140% 70 11.43%
CFO
2754
CVA Family Office
Colorado
$652M +$20.7M +3% 0.67% 71.6% 1,485 19.93%
PA
2755
Planning Alternatives
Michigan
$652M +$1.77M +0.3% 2.74% 69.6% 78 24.36%
PFC
2756
Phocas Financial Corp
California
$652M -$96.5M -13% 4.13% 168 22.02%
PL
2757
Pandi LLC
Kansas
$651M -$18.2M -3% 4.89% 4 0%
Legacy Financial Group (Iowa)
2758
Legacy Financial Group (Iowa)
Iowa
$650M +$32.5M +5% 1.54% 44.3% 117 10.26%
ORAM
2759
One River Asset Management
Connecticut
$650M -$544M -46% 6.41% 24% 272 79.04%
SLG
2760
Stanley-Laman Group
Pennsylvania
$650M -$62.2M -9% 3.27% 124% 319 23.2%
AIP
2761
AE Industrial Partners
Florida
$650M -$384M -37% 37.3% 5 20%
LIA
2762
LS Investment Advisors
Michigan
$650M -$32.2M -5% 2.06% 85.7% 135 5.19%
GFG
2763
GR Financial Group
Arizona
$649M +$57.4M +10% 3.8% 66.6% 27 33.33%
JGUA
2764
John G. Ullman & Associates
New York
$648M -$31.3M -5% 2% 156% 180 10%
HAIM
2765
Hunter Associates Investment Management
Pennsylvania
$648M -$8.69M -1% 1.34% 76.1% 268 13.06%
CPA
2766
Capital Planning Advisors
California
$648M +$294K +0% 0.05% 64.2% 143 9.79%
FPGK
2767
Financial Partners Group (Kansas)
Kansas
$648M -$37.6M -5% 4.92% 70.7% 200 14%
SMH
2768
Sanders Morris Harris
Texas
$647M -$22.5M -3% 6.41% 83.1% 311 13.83%
NEPWA
2769
New England Private Wealth Advisors
Massachusetts
$647M +$15.5M +2% 0.95% 51.3% 155 12.26%
GGH
2770
GCM Grosvenor Holdings
Illinois
$646M -$52.9M -8% 4.42% 78.7% 22 31.82%
PS
2771
Portfolio Strategies
New York
$646M -$58.6M -8% 9.91% 120% 48 18.75%
CCMINC
2772
Cardinal Capital Management Inc (North Carolina)
North Carolina
$646M +$8.08M +1% 0.58% 77.6% 132 0.76%
FRM
2773
Fox Run Management
Connecticut
$646M +$94.9M +17% 5.25% 64% 1,295 68.88%
BWA
2774
BlueSky Wealth Advisors
North Carolina
$645M +$5.53M +0.9% 0.46% 42.9% 75 4%
BT
2775
Brandywine Trust
Delaware
$645M +$10.9M +2% 0.21% 32.7% 36 13.89%