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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
AFAS
2926
Acorn Financial Advisory Services
Virginia
$607M +$41.9M +7% 5.52% 96.9% 221 13.57%
1SAMC
2927
12th Street Asset Management Company
Tennessee
$607M +$13.6M +2% 2.44% 106% 33 15.15%
TFO
2928
Tarbox Family Office
California
$606M -$3.91M -0.6% 0.98% 60.5% 109 1.83%
MWA
2929
Meridian Wealth Advisors
Texas
$606M +$8.27M +1% 0.75% 79.9% 181 6.08%
JPMIA
2930
J.P. Marvel Investment Advisors
Massachusetts
$606M -$7.07M -1% 3.28% 183% 76 11.84%
KP
2931
Kiltearn Partners
United Kingdom
$605M -$130M -18% 8.14% 41% 34 11.76%
LFA
2932
Legacy Financial Advisors
Kentucky
$605M +$9.51M +2% 1.27% 86.3% 376 13.03%
NCM
2933
Nelson Capital Management
California
$605M +$10.7M +2% 2.32% 121% 117 13.68%
PWG
2934
Portside Wealth Group
Utah
$605M +$19.1M +3% 2.43% 81.1% 447 18.57%
AT
2935
Avenir Tech
Hong Kong
$604M +$581M +2,605% 46.8% 6 0%
RCM
2936
Redwood Capital Management
New York
$603M -$53.4M -8% 0.38% 313% 15 26.67%
BMM
2937
Buffington Mohr McNeal
Idaho
$603M -$4.94M -0.8% 0.6% 29.3% 139 10.79%
GEA
2938
Glen Eagle Advisors
New Jersey
$603M +$10.3M +2% 0.4% 68.5% 1,172 6.74%
CC
2939
Cadinha & Co
Hawaii
$603M +$17.9M +3% 5.56% 123% 106 11.32%
PG
2940
Proffitt & Goodson
Tennessee
$603M -$7.24M -1% 1.8% 48.5% 322 25.78%
WI
2941
Wahed Invest
New York
$602M +$39.6M +7% 3.29% 140% 229 6.99%
AR
2942
Advisory Research
Illinois
$602M +$38.8M +7% 3.49% 144% 165 13.33%
ERIC
2943
Eagle Rock Investment Company
Georgia
$602M +$4.85M +0.8% 2.91% 115% 159 7.55%
FAN
2944
Financial Advisors Network
California
$601M 0.44% 188
TA
2945
TRB Advisors
New York
$601M +$57.6M +11% 4.04% 64% 8 37.5%
LWM
2946
Liberty Wealth Management
California
$600M +$11.4M +2% 0.28% 64.2% 247 14.17%
CCM
2947
Cohen Capital Management
California
$599M -$17.1M -3% 0.07% 83.9% 158 8.23%
CICC
2948
Capital Investment Counsel (Colorado)
Colorado
$599M +$21.4M +4% 0.27% 132 15.91%
MSWM
2949
McGlone Suttner Wealth Management
Wisconsin
$599M +$118M +25% 0.91% 56% 188 17.02%
PCWA
2950
Pacific Capital Wealth Advisors
California
$599M +$3.85M +0.6% 0.09% 46.9% 498 20.48%