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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
EWM
2901
Edge Wealth Management
New York
$491M +$20.9M +4% 6.98% 61.6% 466 11.37%
CWG
2902
Cornerstone Wealth Group
North Carolina
$490M -$2.27M -0.5% 6.59% 96.5% 170 21.76%
CPCM
2903
Cornerstone Partners Capital Management
Virginia
$490M +$96.8M +25% 7.8% 51.8% 15 53.33%
TFA
2904
Teamwork Financial Advisors
Texas
$490M +$63.4M +15% 10.8% 126% 265 21.89%
NCM
2905
Noesis Capital Mangement
Florida
$489M +$43.9M +10% 7.9% 128% 131 15.27%
KWMG
2906
King Wealth Management Group
Florida
$489M +$43.5M +10% 8.63% 86% 174 9.2%
TW
2907
TrinityPoint Wealth
Connecticut
$489M +$59.7M +14% 8.11% 28.4% 274 15.33%
NI
2908
Natural Investments
California
$489M -$20.2M -4% 2.35% 3 0%
HIM
2909
Hanlon Investment Management
New Jersey
$489M +$33.5M +7% 5.97% 80.6% 148 23.65%
GP
2910
Greenline Partners
New York
$489M +$32M +7% 6.57% 69.6% 134 10.45%
HWM
2911
Hohimer Wealth Management
Washington
$489M +$78.2M +19% 8.53% 99.7% 213 14.55%
SAM
2912
Sompo Asset Management
Japan
$488M +$48.5M +11% 6.73% 84.7% 153 17.65%
PCS
2913
Personal CFO Solutions
New Jersey
$488M +$25.7M +6% 6.17% 91.4% 473 21.14%
GRIM
2914
Greenhaven Road Investment Management
Connecticut
$488M +$39.4M +9% 11% 70.2% 40 50%
CBA
2915
Coastal Bridge Advisors
Connecticut
$488M -$58.2M -11% 9.61% 88.1% 163 19.63%
CPA
2916
Capital Planning Advisors
California
$487M +$41.4M +9% 7.08% 64.2% 155 21.29%
FEG
2917
Financial Enhancement Group
Indiana
$487M -$2.99M -0.6% 5.01% 57.5% 320 22.5%
PC
2918
Peavine Capital
Nevada
$487M +$35.8M +8% 3.11% 27.7% 14 21.43%
JIP
2919
JBJ Investment Partners
South Carolina
$487M +$29.8M +7% 4.59% 46.2% 67 16.42%
IPGDR
2920
Investidor Profissional Gestao de Recursos
Brazil
$486M +$169M +53% 11% 51.8% 23 26.09%
MAC
2921
Monarch Alternative Capital
New York
$486M -$989M -67% 2.9% 497% 12 58.33%
CCM
2922
Crabel Capital Management
California
$486M +$102M +27% 6.31% 13.9% 156 59.62%
TA
2923
Tectonic Advisors
Texas
$485M +$82.5M +21% 7.01% 43.4% 219 14.61%
LIM
2924
Lathrop Investment Management
Arkansas
$485M +$38.3M +9% 8.99% 72.2% 74 5.41%
TIM
2925
Tortoise Investment Management
New York
$485M +$29.3M +6% 5.11% 40.2% 630 9.21%