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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
CCP
3001
Cyrus Capital Partners
New York
$410M -$11.3M -3% 31% 174% 15 26.67%
TCWA
3002
Ten Capital Wealth Advisors
Washington
$410M +$51.2M +14% 4.88% 25% 425 21.18%
MCPPUI
3003
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$410M +$28.4M +7% 11.6% 22 45.45%
CFA
3004
Cahill Financial Advisors
Minnesota
$410M +$13.2M +3% 6.08% 45.2% 212 14.62%
CCB
3005
Cutter & Co Brokerage
Missouri
$410M +$28.9M +8% 7.32% 40.4% 318 16.35%
SDWMA
3006
Schneider Downs Wealth Management Advisors
Pennsylvania
$409M +$50M +14% 5.52% 43.5% 136 32.35%
MWM
3007
Madison Wealth Management
Ohio
$409M +$29.5M +8% 7.27% 35.1% 147 10.2%
IAS
3008
IMA Advisory Services
Colorado
$408M +$51.5M +14% 5.11% 55.7% 328 19.51%
PCH
3009
PGIM Custom Harvest
New Jersey
$408M +$104M +34% 7.29% 60.9% 216 18.06%
LOPW
3010
Live Oak Private Wealth
North Carolina
$407M +$50.7M +14% 9.45% 65% 160 12.5%
SG
3011
Strid Group
Pennsylvania
$407M +$35.7M +10% 7.07% 50.4% 38 10.53%
TOGEPT
3012
Trustees of General Electric Pension Trust
Connecticut
$407M +$72.2M +22% 21.6% 184% 1 0%
CSPAM
3013
Cary Street Partners Asset Management
Virginia
$406M +$67.5M +20% 8.19% 25.3% 182 12.09%
RWA
3014
Redhawk Wealth Advisors
Minnesota
$406M +$15.6M +4% 5.72% 111% 266 30.08%
ANRF
3015
Adams Natural Resources Fund
Maryland
$406M +$75.6M +23% 25.3% 43% 57 5.26%
WAG
3016
Winthrop Advisory Group
Massachusetts
$406M +$23.3M +6% 5.03% 70.4% 145 17.24%
SLT
3017
St Louis Trust
Missouri
$406M +$59.1M +17% 7.73% 71.4% 96 27.08%
IWA
3018
IBEX Wealth Advisors
New Jersey
$405M +$22.6M +6% 5.64% 221% 127 33.07%
MIP
3019
Marietta Investment Partners
Wisconsin
$405M +$12.9M +3% 8.49% 125% 174 14.94%
RA
3020
RR Advisors
Texas
$405M +$61.1M +18% 24.2% 113% 22 31.82%
SW
3021
SlateStone Wealth
Florida
$405M +$3.74M +0.9% 3.23% 79.1% 181 14.92%
MCM
3022
McRae Capital Management
New Jersey
$404M +$55.2M +16% 13.1% 59.2% 109 10.09%
CA
3023
Cumberland Advisors
Florida
$403M +$130M +48% 8.97% 73.5% 64 14.06%
1WA
3024
180 Wealth Advisors
Washington
$403M +$56.7M +16% 6.09% 136% 369 22.76%
HFM
3025
Hartford Financial Management
Connecticut
$403M +$25.9M +7% 8.59% 79.6% 398 15.08%