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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
SAM
3026
Smartleaf Asset Management
Massachusetts
$517M +$143M +38% 8.7% 1,888 35.7%
LIM
3027
Lathrop Investment Management
Arkansas
$516M +$26.5M +5% 9.65% 72.2% 85 5.88%
AGM
3028
Alpine Global Management
New York
$516M +$150M +41% 6.62% 149% 298 69.46%
RIP
3029
Rhino Investment Partners
Pennsylvania
$516M -$20.5M -4% 3.47% 110% 28 25%
TC
3030
Tetrad Corporation
Nebraska
$516M +$69M +15% 15.7% 50.4% 3 0%
TWP
3031
TFO Wealth Partners
Ohio
$516M +$24.3M +5% 6.68% 63.6% 938 16.42%
SCM
3032
Stevens Capital Management
Pennsylvania
$514M +$113M +28% 5.51% 108% 372 63.98%
SPA
3033
Sherbrooke Park Advisers
New York
$514M +$301M +141% 1.77% 9.59% 1,025 77.27%
SC
3034
Soundwatch Capital
Connecticut
$513M +$305M +147% 10% 68.6% 33 63.64%
ACM
3035
Alpha Capital Management
Texas
$513M +$28.7M +6% 10.6% 88% 125 16.8%
SIM
3036
Sherborne Investors Management
New York
$512M -$35.9M -7% 6.55% 54.2% 1 0%
LWM
3037
Liberty Wealth Management
California
$512M +$46M +10% 7.85% 64.2% 200 21.5%
HL
3038
HeadInvest LLC
Maine
$512M +$31.6M +7% 8.3% 59.1% 241 7.05%
HEIP
3039
Hudson Edge Investment Partners
New Jersey
$512M +$81.6M +19% 11.1% 68.8% 160 8.75%
DLCIG
3040
D.L. Carlson Investment Group
New Hampshire
$512M +$20.8M +4% 11.3% 113% 146 10.96%
KLI
3041
Kelman-Lazarov Inc
Tennessee
$512M +$49.8M +11% 5.65% 46.6% 106 5.66%
BIA
3042
Bell Investment Advisors
California
$512M +$24.3M +5% 4.62% 41% 1,965 5.75%
APG
3043
Abacus Planning Group
South Carolina
$512M +$37.4M +8% 7.37% 59.1% 217 9.22%
WPI
3044
Walter Public Investments
Canada
$511M +$35.3M +7% 8.88% 72.7% 43 11.63%
BCM
3045
Bourgeon Capital Management
Connecticut
$511M +$58.6M +13% 9.82% 117% 406 73.4%
TWM
3046
Tolleson Wealth Management
Texas
$511M +$25.7M +5% 8.31% 56.2% 86 9.3%
TSC
3047
Two Seas Capital
New York
$511M +$101M +25% 27.2% 387% 22 59.09%
AWM
3048
Aprio Wealth Management
Georgia
$510M +$62.3M +14% 6.99% 60.6% 263 31.18%
FFWA
3049
FRG Family Wealth Advisors
Washington
$510M +$16.8M +3% 9.24% 76.4% 377 62.33%
EFG
3050
Embree Financial Group
Illinois
$510M +$34.3M +7% 8.92% 203 18.23%