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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
DWP
2801
Destiny Wealth Partners
Florida
$514M -$5.04M -1% 1.59% 51.9% 618 23.62%
SMH
2802
Sanders Morris Harris
Texas
$513M -$64.8M -11% 4.43% 83.1% 364 24.73%
RSVP
2803
Ramsay Stattman Vela & Price
Colorado
$513M +$72.5M +16% 5.05% 54.6% 92 28.26%
FFIC
2804
First Fiduciary Investment Counsel
Ohio
$513M -$50.7M -9% 5.58% 48.1% 70 5.71%
TCM
2805
Towercrest Capital Management
Pennsylvania
$513M -$33.8M -6% 5.73% 31.4% 94 4.26%
KHCM
2806
Kettle Hill Capital Management
New York
$513M -$52.4M -9% 9.31% 24% 75 73.33%
OCG
2807
Opus Capital Group
Ohio
$513M +$29M +6% 4.48% 39.5% 122 17.21%
PC
2808
Peavine Capital
Nevada
$513M -$8.48M -2% 3.19% 27.7% 19 21.05%
CA
2809
Crewe Advisors
Utah
$512M +$20.7M +4% 1.74% 96.1% 518 22.78%
TC
2810
Trust Company
Kansas
$512M +$83.8M +20% 4.26% 36.5% 350 12%
SWP
2811
Strategic Wealth Partners
Ohio
$512M -$15.2M -3% 2.4% 296 19.93%
GH
2812
Grosvenor Holdings
Illinois
$512M -$455M -47% 15.6% 54.3% 24 58.33%
PC
2813
PM Capital
Australia
$512M -$12M -2% 5.37% 105% 12 0%
SOAMC
2814
Spirit of America Management Corp
New York
$511M +$13.3M +3% 8.26% 110% 249 8.84%
SCGM
2815
Starwood Capital Group Management
Florida
$511M +$5.76M +1% 4.19% 17.6% 7 42.86%
NCM
2816
Nelson Capital Management
California
$511M -$29.5M -5% 4.41% 121% 112 11.61%
PGIM
2817
Pacific Global Investment Management
California
$511M -$30.4M -6% 3.04% 48% 233 12.88%
PI
2818
Parkside Investments
Illinois
$511M -$8.75M -2% 1.59% 70% 169 53.25%
NWM
2819
NEIRG Wealth Management
Massachusetts
$511M -$10.8M -2% 1.49% 158 29.11%
PAG
2820
Private Advisory Group
Washington
$511M -$19.5M -4% 4.76% 134% 213 55.4%
AT
2821
Arden Trust
Delaware
$511M -$78.5M -13% 1.18% 22.5% 303 16.17%
WC
2822
Wealthspring Capital
New York
$510M +$43.8M +9% 0.53% 24.1% 470 22.77%
WM
2823
Wishbone Management
Illinois
$510M -$225M -31% 9.75% 39.1% 12 33.33%
GSWM
2824
Golden State Wealth Management
California
$510M -$70.7M -12% 5.13% 375 22.13%
EPAM
2825
Euro Pacific Asset Management
Puerto Rico
$510M +$65.8M +15% 15.3% 137% 67 14.93%