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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
TCWA
3176
Turtle Creek Wealth Advisors
Texas
$499M +$66.9M +15% 6.33% 208 23.56%
SOCM
3177
SR One Capital Management
Pennsylvania
$499M +$179M +56% 27.6% 485% 11 18.18%
EWM
3178
Edge Wealth Management
New York
$498M +$23.3M +5% 6.17% 61.6% 83 9.64%
AWM
3179
Accurate Wealth Management
Florida
$498M +$80.8M +19% 6.72% 93.2% 390 19.49%
HCM
3180
Huber Capital Management
California
$497M +$57.2M +13% 4.81% 63.9% 100 6%
BRCM
3181
Bright Rock Capital Management
Massachusetts
$497M +$22.9M +5% 6.35% 41.8% 78 19.23%
MKA
3182
M. Kulyk & Associates
Georgia
$497M +$66.8M +16% 7.57% 52.3% 118 10.17%
CGIM
3183
Capital Group Investment Management
Singapore
$497M +$34.1M +7% 8.62% 120% 146 10.96%
RP
3184
Rice Partnership
Hawaii
$497M +$36.5M +8% 6.38% 123% 173 11.56%
BOSSRA
3185
B.O.S.S. Retirement Advisors
Utah
$497M +$106M +27% 7.27% 69.7% 217 28.11%
FCM
3186
Fortis Capital Management
Washington
$496M +$27.6M +6% 4.08% 64% 136 10.29%
BCG
3187
Breakwater Capital Group
New Jersey
$496M +$55.6M +13% 6.5% 60.8% 294 8.84%
EGI
3188
EAM Global Investors
California
$496M +$50.9M +11% 25.1% 2,492% 134 60.45%
PIFP
3189
Partners in Financial Planning
Virginia
$496M +$35.6M +8% 5.91% 31.6% 110 8.18%
CBB
3190
Citizens Business Bank
California
$496M +$22.6M +5% 6.61% 84.4% 107 4.67%
BHPW
3191
Beverly Hills Private Wealth
California
$495M +$34.7M +8% 7.39% 71.6% 370 14.59%
CCT
3192
Chemung Canal Trust
New York
$494M -$22.2M -4% 5.16% 80.9% 125 8.8%
LTI
3193
Laffer Tengler Investments
Tennessee
$494M +$29.8M +6% 6.54% 96.5% 400 58.75%
GFA
3194
Gallagher Fiduciary Advisors
Illinois
$494M +$47.6M +11% 7.95% 33.7% 305 26.23%
III
3195
Independent Investors Inc
New York
$493M +$37.8M +8% 9.03% 61.6% 69 2.9%
TF
3196
TLWM Financial
Texas
$493M +$28.5M +6% 5.01% 48% 75 10.67%
HPCM
3197
Hunter Perkins Capital Management
Illinois
$493M +$17M +4% 8.11% 58% 110 6.36%
FA
3198
Fermata Advisors
California
$493M +$57.2M +13% 5.41% 49.3% 259 16.22%
LGA
3199
Lebenthal Global Advisors
New York
$493M +$36.3M +8% 5.19% 50.8% 199 18.59%
SC
3200
Schoolcraft Capital
Colorado
$493M +$26.5M +6% 5.95% 44.8% 69 5.8%