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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
BFG
1701
Beacon Financial Group
Texas
$798M +$211M +36% 4.21% 60.3% 189 4.23%
KWM
1702
Kingsview Wealth Management
Oregon
$798M +$161M +25% 6.75% 71.5% 538 26.77%
GCAC
1703
Guardian Capital Advisors (Canada)
Ontario, Canada
$798M +$49.1M +7% 4.87% 26.1% 166 6.63%
IECM
1704
Intrinsic Edge Capital Management
Illinois
$796M -$98M -11% 8.14% 283% 202 62.87%
VPI
1705
Value Partners Investments
Manitoba, Canada
$796M 4.81% 33.9% 31
CA
1706
CapWealth Advisors
Tennessee
$795M +$42.9M +6% 7.63% 143% 105 7.62%
JWCA
1707
J.W. Cole Advisors
Florida
$793M 6.57% 84.9% 547
FG
1708
Formula Growth
Quebec, Canada
$793M +$125M +19% 6.19% 118% 162 23.46%
HFM
1709
Hartford Funds Management
Pennsylvania
$791M $0 0% 1.22% 26.8% 4 0%
BAM
1710
Belpointe Asset Management
Nevada
$788M +$170M +27% 6.93% 80.1% 827 24.43%
MGAI
1711
MP Global Advisers III
New York
$788M -$243M -24% 2.41% 16.5% 1 0%
CIS
1712
Connors Investor Services
Pennsylvania
$787M +$59.1M +8% 7% 125% 154 10.39%
CCP
1713
Corient Capital Partners
California
$787M +$80.8M +11% 8.38% 39.2% 498 14.06%
EW
1714
Evoke Wealth
California
$787M -$26M -3% 7.94% 65.2% 1,563 30.01%
WAP
1715
Wealthcare Advisory Partners
Pennsylvania
$787M +$97.5M +14% 5.68% 60.4% 1,485 9.02%
KDAM
1716
KLS Diversified Asset Management
New York
$785M +$122M +18% 6.05% 156% 14 28.57%
AAP
1717
Aristotle Atlantic Partners
Florida
$783M +$436M +126% 9.5% 144% 102 12.75%
WB
1718
Webster Bank
Connecticut
$783M +$44.1M +6% 7.65% 77.5% 551 10.53%
FLAM
1719
First Light Asset Management
Minnesota
$782M +$121M +18% 24.3% 364% 77 18.18%
LSA
1720
L & S Advisors
California
$782M +$67.3M +9% 8.43% 231% 349 24.36%
TCM
1721
Tensile Capital Management
California
$781M -$6.55M -0.8% 9.27% 47.7% 22 9.09%
AUB
1722
Atlantic Union Bankshares
Virginia
$780M +$32.8M +4% 6.68% 78.9% 256 8.59%
CCFCSB
1723
Cape Cod Five Cents Savings Bank
Massachusetts
$779M +$54.2M +7% 7.15% 181 1.66%
DLPIC
1724
Davide Leone & Partners Investment Company
United Kingdom
$779M +$222M +40% 23.9% 64.1% 19 63.16%
SCM
1725
Spyglass Capital Management
California
$779M +$402M +107% 11.1% 154% 25 0%