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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
SWM
4826
Selective Wealth Management
Virginia
$155M +$27.4M +21% 16.3% 62.6% 387 20.93%
MCA
4827
Magnolia Capital Advisors
Mississippi
$155M +$27.8M +22% 12.1% 78.7% 122 14.75%
ACM
4828
Ayrshire Capital Management
Connecticut
$155M +$18.3M +13% 10.3% 78.4% 60 6.67%
OHSU
4829
Oregon Health & Science University
Oregon
$155M 13.5% 1
HI
4830
Helikon Investments
United Kingdom
$155M 29.9% 282% 4
NWA
4831
New World Advisors
Massachusetts
$155M -$1.99M -1% 20.8% 84.1% 30 3.33%
SW
4832
StrongBox Wealth
Missouri
$154M +$17.8M +13% 6.99% 57.8% 90 12.22%
CWP
4833
Curated Wealth Partners
California
$154M 35% 48.7% 134
WDC
4834
Woodward Diversified Capital
California
$154M 14.5% 107% 161
C1AG
4835
Client 1st Advisory Group
Florida
$154M +$11.3M +8% 8.26% 57.4% 59 6.78%
AP
4836
AlpInvest Partners
Netherlands
$154M +$91.7M +147% 22.9% 138% 14 78.57%
AI
4837
Acuitas Investments
Washington
$154M +$11.2M +8% 52.9% 145% 74 25.68%
BFA
4838
Beacon Financial Advisory
Ohio
$154M +$38.8M +34% 11.7% 68.1% 204 16.67%
CA
4839
Centerpoint Advisors
Massachusetts
$154M +$20.9M +16% 16.6% 74.2% 266 12.41%
CIM
4840
Chapman Investment Management
California
$154M +$18.4M +14% 13.3% 44% 39 10.26%
LFWA
4841
LBJ Family Wealth Advisors
Texas
$154M +$21.5M +16% 17.3% 59% 19 0%
HBCM
4842
Heron Bay Capital Management
Michigan
$154M 17.4% 58.9% 71
CPC
4843
Consolidated Planning Corp
Georgia
$153M +$19.2M +14% 12.3% 82.3% 53 13.21%
LCM
4844
Leisure Capital Management
California
$153M +$19.8M +15% 14% 98% 138 16.67%
MFGM
4845
Marshall Financial Group (Maryland)
Maryland
$153M 10.1% 63.5% 122
ACMH
4846
Andar Capital Management (HK)
Hong Kong
$153M 57.6% 983% 17
APC
4847
Aristotle Pacific Capital
California
$153M 14.1% 1.84% 22
RH
4848
RFG Holdings
Texas
$153M 12.2% 72.3% 28
SJL
4849
Shayne & Jacobs LLC
Tennessee
$153M +$17.2M +13% 13.4% 73.4% 33 3.03%
GAM
4850
Grandview Asset Management
Pennsylvania
$153M +$29.7M +24% 12.8% 172% 120 28.33%