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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
SWP
2826
Strategic Wealth Partners
Ohio
$528M +$187M +55% 8.65% 309 34.95%
FA
2827
Fagan Associates
New York
$527M +$67M +15% 11.6% 87.7% 135 18.52%
FA
2828
Faithward Advisors
Pennsylvania
$527M +$11.3M +2% 3.3% 86.7% 303 17.16%
MFG
2829
Magnus Financial Group
New York
$526M +$53.8M +11% 4.31% 70.8% 281 19.93%
TI
2830
Think Investments
California
$526M -$344M -40% 13% 119% 32 37.5%
BFO
2831
Biltmore Family Office
North Carolina
$526M +$112M +27% 13.6% 73.5% 239 14.23%
CPA
2832
Capital Planning Advisors
California
$525M +$43.1M +9% 8.52% 64.2% 161 11.18%
AAP
2833
Ardsley Advisory Partners
Connecticut
$525M -$131M -20% 4.22% 555% 176 68.18%
NG
2834
Newmark Group
New York
$525M 8.8% 1
FAAM
2835
First Ascent Asset Management
Colorado
$524M +$74M +16% 3.9% 4.15% 35 5.71%
LJAC
2836
L.J. Altfest & Co
New York
$524M +$46.9M +10% 4.1% 66.7% 283 24.38%
GBT
2837
Grove Bank & Trust
Florida
$524M +$48.3M +10% 8.78% 71.8% 240 4.58%
PC
2838
PM Capital
Australia
$524M -$9.06M -2% 11.3% 105% 14 14.29%
STCG
2839
Speece Thorson Capital Group
Minnesota
$523M +$45.7M +10% 7.7% 26.4% 48 2.08%
PVH
2840
Psagot Value Holdings
Israel
$523M -$57.5M -10% 5.95% 45.9% 478 35.77%
ERIC
2841
Eagle Rock Investment Company
Georgia
$523M 8.95% 115% 104
PP
2842
PDS Planning
Ohio
$523M +$89.2M +21% 7.02% 48.6% 232 14.66%
AIA
2843
AGF Investments America
Ontario, Canada
$522M +$42.4M +9% 8.72% 72.1% 75 9.33%
TCM
2844
Thames Capital Management
New Jersey
$522M +$63.7M +14% 12.1% 642% 60 33.33%
NWM
2845
NEIRG Wealth Management
Massachusetts
$522M 8.93% 128
TWP
2846
TFO Wealth Partners
Ohio
$521M +$15.5M +3% 5.02% 52.9% 211 62.09%
FAM
2847
Formidable Asset Management
Ohio
$521M -$11.3M -2% 9.93% 52.2% 386 21.24%
PC
2848
Peavine Capital
Nevada
$521M +$27.5M +6% 4.5% 27.7% 18 22.22%
FNBTCON
2849
First National Bank & Trust Co of Newtown
Pennsylvania
$520M +$40.1M +8% 7.76% 47.6% 133 6.02%
PI
2850
Parkside Investments
Illinois
$520M +$42.3M +9% 6.59% 70% 92 10.87%