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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
IL
2851
Investure LLC
Virginia
$571M -$179M -24% 5.94% 55.4% 16 12.5%
OAM
2852
Ophir Asset Management
Australia
$571M +$67.2M +13% 16.9% 282% 42 52.38%
RZH
2853
Relyea Zuckerberg Hanson
Connecticut
$571M +$58.2M +11% 9.18% 84.4% 244 8.2%
TAM
2854
Titleist Asset Management
Texas
$571M +$31.1M +6% 9.96% 88.9% 272 25%
KWMG
2855
King Wealth Management Group
Florida
$570M +$52.9M +10% 11.1% 86% 151 10.6%
GA
2856
Gateway Advisory
New Jersey
$570M +$49.2M +9% 5.15% 26% 143 18.18%
NAMM
2857
NorthStar Asset Management (Massachusetts)
Massachusetts
$570M +$224M +65% 11.8% 66.3% 59 8.47%
MSWMA
2858
Market Street Wealth Management Advisors
Indiana
$570M +$91.6M +19% 4.92% 39.6% 97 5.15%
MGM
2859
Manchester Global Management
United Kingdom
$569M +$262M +85% 14.3% 156% 22 22.73%
CPA
2860
Capital Planning Advisors
California
$569M +$40.5M +8% 8.99% 64.2% 144 7.64%
TFO
2861
Tarbox Family Office
California
$569M +$54.7M +11% 7.69% 60.5% 106 10.38%
NEPWA
2862
New England Private Wealth Advisors
Massachusetts
$569M +$27.1M +5% 6.08% 51.3% 136 10.29%
AFG
2863
Arkansas Financial Group
Arkansas
$568M +$27.3M +5% 4.44% 39.1% 70 5.71%
BCA
2864
Bay Colony Advisors
Massachusetts
$568M +$58.4M +11% 9.89% 91.8% 445 19.55%
HIC
2865
Hartline Investment Corp
Illinois
$568M -$50.6M -8% 9.89% 201% 457 86.87%
ARAM
2866
Ardmore Road Asset Management
New York
$568M +$128M +29% 17.6% 245% 48 60.42%
FTIS
2867
First Trust Investment Solutions
Florida
$568M +$86.3M +18% 11.2% 281 30.25%
CCM
2868
Cohen Capital Management
California
$567M +$42.2M +8% 9% 83.9% 140 5%
FAG
2869
Financial Advisory Group
Texas
$567M +$39.5M +7% 7.18% 20.6% 93 7.53%
FA
2870
Fiduciary Alliance
South Carolina
$567M +$58.8M +12% 10.9% 94.3% 210 19.05%
CNB
2871
Camden National Bank
Maine
$566M +$29.2M +5% 8.16% 48.8% 126 7.14%
SWM
2872
Stockman Wealth Management
Montana
$566M +$65.2M +13% 12.4% 73.5% 185 8.11%
MC
2873
Minot Capital
Colorado
$566M +$17.4M +3% 8.74% 19.6% 12 0%
BCM
2874
Brasada Capital Management
Texas
$566M +$48.2M +9% 8.88% 76.5% 163 26.99%
AIM
2875
Arcadia Investment Management
Michigan
$565M +$42.1M +8% 10.4% 83.5% 341 15.25%