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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
TTWM
1726
TCV Trust & Wealth Management
Virginia
$880M +$94M +12% 193
DA
1727
Duality Advisers
Florida
$879M -$39.6M -4% 823
NP
1728
NorthRock Partners
Minnesota
$879M +$18.1M +2% 356
SGAM
1729
Stephens Group Asset Management
Arkansas
$878M +$41.1M +5% 26
MYIA
1730
Mount Yale Investment Advisors
Colorado
$878M +$125M +17% 497
SAM
1731
Southernsun Asset Management
Tennessee
$878M +$67.6M +8% 30
RC
1732
Roundview Capital
New Jersey
$876M +$84.3M +11% 297
RPGK
1733
Retirement Planning Group (Kansas)
Kansas
$875M +$80.2M +10% 150
PWP
1734
Private Wealth Partners
California
$874M +$91.3M +12% 89
PAM
1735
Palisade Asset Management
Minnesota
$873M +$144M +20% 189
IG
1736
Ithaka Group
Virginia
$871M +$422M +94% 35
LS
1737
Livforsakringsbolaget Skandia
Sweden
$871M +$61.6M +8% 613
IWA
1738
Icon Wealth Advisors
Texas
$870M +$46.4M +6% 417
AHC
1739
Adell Harriman & Carpenter
Texas
$870M +$47.9M +6% 168
VC
1740
Vivo Capital
California
$869M -$37.3M -4% 54
TCMV
1741
Technology Crossover Management VIII
California
$868M -$1.69M -0.2% 10
CC
1742
Courier Capital
New York
$868M +$60.6M +8% 301
TNB
1743
Thomasville National Bank
Georgia
$868M +$33.4M +4% 214
MM
1744
Main Management
California
$867M +$57.3M +7% 154
VHAM
1745
Van Hulzen Asset Management
California
$867M +$56.4M +7% 305
CC
1746
CCMP Capital
New York
$865M -$269M -24% 3
EPM
1747
Elm Partners Management
Pennsylvania
$864M +$123M +17% 36
BFS
1748
Baskin Financial Services
Ontario, Canada
$864M +$27.6M +3% 59
SB
1749
Strategic Blueprint
Georgia
$864M +$75.2M +10% 538
SWM
1750
Segment Wealth Management
Texas
$864M +$63M +8% 231