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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 Avg Holding
Period (Yrs)
AMCA
2951
Arthur M. Cohen & Associates
Illinois
$545M +$71.9M +15% 8.63% 129% 145 11.03% 4.4
AA
2952
AF Advisors
California
$545M +$83.9M +18% 18.9% 76.5% 22 4.55% 2.4
Paragon Capital Management (Colorado)
2953
Paragon Capital Management (Colorado)
Colorado
$545M -$20M -4% 1.79% 109% 245 38.78% 2.3
CFM Wealth Partners
2954
CFM Wealth Partners
Texas
$544M +$46M +9% 10.2% 152% 155 7.1% 3.3
Biltmore Family Office
2955
Biltmore Family Office
North Carolina
$543M +$35.7M +7% 7.85% 78.1% 255 9.8% 3.7
Beacon Capital Management LLC (Tennessee)
2956
Beacon Capital Management LLC (Tennessee)
Tennessee
$543M +$55.1M +11% 4.85% 83% 1,116 10.66% 1.7
Sentry LLC
2957
Sentry LLC
Tennessee
$543M +$11.9M +2% 2.46% 61.3% 130 6.92% 1.1
Sora Investors
2958
Sora Investors
Pennsylvania
$543M -$65.2M -11% 1.22% 179% 69 60.87% 0.4
Legacy Edge Advisors
2959
Legacy Edge Advisors
New York
$543M +$62.8M +13% 1.59% – 180 11.67% 0.4
Physician Wealth Advisors
2960
Physician Wealth Advisors
Utah
$543M +$67.1M +14% 3.37% 79.9% 190 11.58% 2.9
Glassman Wealth Services
2961
Glassman Wealth Services
Virginia
$542M +$47.4M +10% 0.88% 62.6% 224 23.21% 3.7
Versor Investments
2962
Versor Investments
New York
$542M +$47.7M +10% 2.16% 240% 981 61.37% 0.4
Ithaka Group
2963
Ithaka Group
Virginia
$542M +$11.3M +2% 5.19% 143% 36 2.78% 4.5
Maltese Capital Management
2964
Maltese Capital Management
New York
$541M +$22.1M +4% 1.96% 114% 102 22.55% 2.9
Cigna Investments
2965
Cigna Investments
Connecticut
$540M +$8.99M +2% 5.42% 154% 477 9.85% 5.7
Seven Post Investment Office
2966
Seven Post Investment Office
California
$540M +$130M +32% 4.23% 44.4% 59 13.56% 3.3
Cadinha & Co
2967
Cadinha & Co
Hawaii
$539M -$42.7M -7% 5.33% 132% 98 6.12% 6.3
JT Stratford LLC
2968
JT Stratford LLC
Georgia
$538M +$36.1M +7% 3.51% 103% 300 24.33% 2.4
MCM
2969
Mason Capital Management
New York
$538M -$190M -26% 3.1% 18.5% 7 28.57% 1.2
KPF
2970
K2 Principal Fund
Ontario, Canada
$538M -$41.2M -7% 1.82% 76.5% 341 62.17% 0.4
AMG
2971
Asset Management Group
Connecticut
$537M +$4.14M +0.8% 0.59% 57% 134 2.24% 7.6
Columbia Asset Management
2972
Columbia Asset Management
Michigan
$536M +$43.4M +9% 2.42% 94.1% 177 11.3% 6.3
Montanaro Asset Management
2973
Montanaro Asset Management
United Kingdom
$536M -$17.4M -3% 3.45% 49.6% 48 12.5% 2.6
TRB Advisors
2974
TRB Advisors
New York
$536M +$73.4M +16% 7.29% 64% 12 66.67% 4.2
Hudock Inc
2975
Hudock Inc
Pennsylvania
$536M +$82.3M +18% 1.47% 69.7% 170 20.59% 6.3