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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
CICC
2851
Capital Investment Counsel (Colorado)
Colorado
$599M +$21.4M +4% 0.27% 132 15.91%
MSWM
2852
McGlone Suttner Wealth Management
Wisconsin
$599M +$118M +25% 0.91% 56% 188 17.02%
PCWA
2853
Pacific Capital Wealth Advisors
California
$599M +$3.85M +0.6% 0.09% 46.9% 498 20.48%
FRM
2854
Foundation Resource Management
Arkansas
$599M -$48.2M -7% 6.85% 67.8% 53 3.77%
RCM
2855
Radnor Capital Management
Pennsylvania
$598M -$74.9M -11% 0.63% 86.6% 340 10.88%
EWA
2856
Evolution Wealth Advisors
Florida
$598M +$41.3M +7% 4.01% 84.5% 157 22.93%
TVAMP
2857
Tennessee Valley Asset Management Partners
Tennessee
$597M -$6.76M -1% 0.03% 50.5% 169 15.98%
NG
2858
Northstar Group
New York
$597M +$23M +4% 1.71% 61.8% 162 8.64%
ESL
2859
Endurance Services Ltd
New York
$597M -$102K -0% 0.08% 17 0%
PIMC
2860
Praesidium Investment Management Company
New York
$596M +$56.2K +0% 14.7% 60.5% 14 21.43%
MSWMA
2861
Market Street Wealth Management Advisors
Indiana
$596M -$12.5M -2% 1.79% 39.6% 98 5.1%
MCM
2862
Mudrick Capital Management
New York
$596M +$435M +270% 81.5% 223% 3 100%
KFS
2863
Kurt F. Somerville
$596M -$25.7M -4% 0.65% 62.7% 99 8.08%
BFO
2864
Biltmore Family Office
North Carolina
$595M +$10.8M +2% 4.9% 73.5% 284 11.97%
LOPW
2865
Live Oak Private Wealth
North Carolina
$595M -$21.3M -3% 0.38% 65% 189 7.41%
HI
2866
Hoey Investments
Pennsylvania
$595M +$60.5M +11% 12.1% 200% 462 33.55%
GWS
2867
Glassman Wealth Services
Virginia
$594M +$7.67M +1% 0.17% 56.4% 202 23.76%
NIEF
2868
Nalanda India Equity Fund
Mauritius
$594M -$10.8M -2% 6.36% 23.6% 2 0%
BDWCC
2869
B&D White Capital Company
Texas
$594M +$13.4M +2% 3.33% 27.9% 92 50%
DCM
2870
Disciplina Capital Management
Tennessee
$593M -$31M -5% 3.06% 23.9% 73 1.37%
CWP
2871
CFM Wealth Partners
Texas
$593M +$20.3M +4% 5.44% 116% 147 8.16%
AMBIA
2872
Allen Mooney & Barnes Investment Advisors
Georgia
$593M +$5.38M +0.9% 1.12% 70.2% 158 7.59%
IA
2873
Insight Advisors
Pennsylvania
$593M +$12.4M +2% 2.54% 51.7% 313 10.86%
FIS
2874
FCPM III Services
Netherlands
$592M +$10.1M +2% 14.5% 8 12.5%
SAM
2875
Sompo Asset Management
Japan
$592M -$46.1M -7% 0.27% 84.7% 202 9.9%