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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
BC
2826
Brio Consultants
California
$727M +$42.3M +6% 5.34% 42.7% 143 10.49%
MWP
2827
Meridian Wealth Partners
Pennsylvania
$727M +$36.8M +5% 6.41% 54.2% 119 11.76%
LFA
2828
Legacy Financial Advisors
Kentucky
$726M +$85.7M +13% 8.2% 86.3% 432 25.23%
PWG
2829
Portside Wealth Group
Utah
$726M +$50.5M +7% 7.31% 81.1% 506 14.23%
PCMH
2830
Polymer Capital Management (HK)
Hong Kong
$725M +$64.2M +10% 36.8% 294 65.31%
APG
2831
Abacus Planning Group
South Carolina
$725M +$52.3M +8% 6.77% 59.1% 265 7.92%
CWP
2832
Concord Wealth Partners
Virginia
$725M +$38.6M +6% 5.99% 66% 892 10.31%
FA
2833
Fagan Associates
New York
$724M +$77.7M +12% 11% 110% 139 11.51%
SC
2834
Skylands Capital
Wisconsin
$723M +$33.9M +5% 10.1% 64.3% 162 12.35%
CCMINC
2835
Cardinal Capital Management Inc (North Carolina)
North Carolina
$723M +$42M +6% 7.2% 77.6% 132 3.79%
NC
2836
Northcape Capital
Australia
$723M -$62.2M -8% 0.08% 8 0%
SCM
2837
SKBA Capital Management
California
$723M +$28.2M +4% 3.65% 53.9% 84 3.57%
ACM
2838
ASK Capital Management
California
$722M +$96.7M +15% 19.2% 5 20%
IDA
2839
Intelligence Driven Advisers
California
$721M +$58.2M +9% 6.84% 58.5% 128 10.16%
CT
2840
Chicago Trust
Illinois
$720M +$8.96M +1% 7.36% 85.9% 444 15.32%
NA
2841
Nottingham Advisors
New York
$720M +$46.1M +7% 5.46% 44.3% 116 9.48%
RAM
2842
Ramirez Asset Management
New York
$720M +$58.9M +9% 7.72% 86.8% 369 10.03%
FPF
2843
First Pacific Financial
Washington
$720M +$41.5M +6% 5.31% 48.5% 554 18.41%
GEA
2844
Glen Eagle Advisors
New Jersey
$719M +$69.4M +11% 7.22% 68.5% 1,152 11.72%
HAIM
2845
Hunter Associates Investment Management
Pennsylvania
$719M +$45.2M +7% 7.88% 76.1% 261 5.75%
QIM
2846
Quantitative Investment Management
Virginia
$719M -$26.6M -4% 14.3% 24.6% 513 79.53%
LOPW
2847
Live Oak Private Wealth
North Carolina
$718M +$47.7M +7% 7.77% 65% 200 7.5%
IECM
2848
Intrinsic Edge Capital Management
Illinois
$718M +$3.1M +0.4% 26.1% 283% 130 53.85%
ATS
2849
Ashton Thomas Securities
New York
$716M +$303M +73% 6.89% 427 39.34%
LWANC
2850
Laurel Wealth Advisors (North Carolina)
North Carolina
$715M +$46.6M +7% 6.88% 63.3% 189 13.76%