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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
PG
3501
Patten Group
Tennessee
$340M -$176K -0.1% 0.43% 88.1% 264 5.68%
SWM
3502
Southern Wealth Management
Texas
$340M -$6.6M -2% 1.27% 50% 55 0%
ABG
3503
Ally Bridge Group
New York
$340M -$62.4M -16% 0.68% 826% 37 37.84%
DFG
3504
Delphi Financial Group
Delaware
$340M -$24.8M -7% 2.96% 66.3% 33 12.12%
BSG
3505
Black Swift Group
Colorado
$340M +$134M +65% 1.36% 139% 112 54.46%
PA
3506
Perennial Advisors
New York
$340M -$4.97M -1% 0.66% 300 73.67%
PFBT
3507
Parkside Financial Bank & Trust
Missouri
$339M -$6.26M -2% 0.27% 63.3% 1,910 9.11%
LCM
3508
Liberty Capital Management
Michigan
$339M +$10.5M +3% 1.57% 126 0%
UTC
3509
Unified Trust Company
Kentucky
$339M +$1.86M +0.6% 0.13% 69.7% 85 7.06%
KC
3510
Kize Capital
New York
$339M -$56M -14% 11.1% 34.7% 8 25%
FCA
3511
FLC Capital Advisors
California
$339M -$654K -0.2% 0.57% 59.3% 176 7.39%
RRCP
3512
Rip Road Capital Partners
Massachusetts
$339M -$30.6M -8% 3.1% 121% 18 22.22%
AIA
3513
Alera Investment Advisors
Illinois
$339M +$6.21M +2% 0.81% 28.9% 96 4.17%
LA
3514
LexAurum Advisors
Kansas
$339M +$1.01M +0.3% 0.81% 291 8.93%
EWP
3515
Engrave Wealth Partners
Texas
$339M +$7.11M +2% 1.23% 39.9% 81 18.52%
CCM
3516
CloudAlpha Capital Management
Hong Kong
$338M -$495M -59% 11.2% 2,704% 34 76.47%
CPA
3517
Court Place Advisors
Maryland
$338M -$5.23M -2% 0.02% 92% 182 4.4%
NRCM
3518
Northern Right Capital Management
Connecticut
$338M -$3.69M -1% 3.27% 187% 110 49.09%
BAS
3519
Brown Advisory Securities
Maryland
$338M -$301M -47% 0.55% 51.2% 287 27.53%
BIA
3520
Bell Investment Advisors
California
$338M 0.63% 41% 1,868
CA
3521
Claar Advisors
New York
$337M +$1.88M +0.6% 1.41% 65.5% 39 5.13%
NIF
3522
Nalanda India Fund
Mauritius
$337M +$7.96M +2% 2.42% 15.3% 1 0%
PIM
3523
Progressive Investment Management
Oregon
$337M +$16.4M +5% 3.2% 126% 55 21.82%
CAM
3524
Covenant Asset Management
New Jersey
$337M +$753K +0.2% 0.89% 158% 140 11.43%
CBN
3525
Cadence Bank NA
Texas
$337M +$2.23M +0.7% 0.34% 33.3% 220 5.91%