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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
SVWAG
1801
Sound View Wealth Advisors Group
Georgia
$1.35B +$135M +11% 7.6% 60.5% 435 9.43%
FWP
1802
FAS Wealth Partners
Kansas
$1.35B +$126M +10% 8.1% 58% 471 11.68%
KFP
1803
KMG Fiduciary Partners
Ohio
$1.35B +$146M +12% 11.7% 98% 296 6.76%
TAM
1804
Trust Asset Management
Texas
$1.35B +$129M +11% 12% 91.1% 228 5.7%
KCM
1805
Kanawha Capital Management
Virginia
$1.35B +$61.3M +5% 8.31% 54% 218 5.05%
NC
1806
NewSquare Capital
Pennsylvania
$1.35B +$120M +10% 8.56% 56.3% 1,393 22.4%
NRS
1807
Neville Rodie & Shaw
New York
$1.35B +$70.5M +6% 12.5% 115% 258 6.98%
SIMG
1808
Sonora Investment Management Group
Arizona
$1.35B +$84.4M +7% 9.89% 78.3% 325 13.85%
AIM
1809
Avity Investment Management
Connecticut
$1.35B +$109M +9% 12.5% 104% 110 9.09%
CP
1810
Coho Partners
Pennsylvania
$1.34B -$313M -19% 0.25% 35.6% 38 15.79%
BFIM
1811
Beese Fulmer Investment Management
Ohio
$1.34B +$181M +16% 10.6% 81.1% 291 15.46%
CAM
1812
Cormorant Asset Management
Massachusetts
$1.34B +$12.5M +0.9% 14.8% 5,257% 47 17.02%
PP
1813
PDS Planning
Ohio
$1.34B +$155M +13% 8.23% 48.6% 533 13.88%
FA
1814
Fiduciary Alliance
South Carolina
$1.34B +$323M +32% 14.4% 94.3% 487 22.59%
LCM
1815
Lakewood Capital Management
New York
$1.34B +$193M +17% 4.88% 41% 57 31.58%
DE
1816
Diversified Enterprises
Delaware
$1.34B +$151M +13% 8.73% 328 11.89%
VA
1817
VR Adviser
New York
$1.33B +$159M +14% 19.9% 1,447% 40 30%
RIA
1818
Regal Investment Advisors
Michigan
$1.33B +$98M +8% 7.5% 53.9% 507 14.6%
CHAM
1819
Clear Harbor Asset Management
Connecticut
$1.33B +$67.6M +5% 9.88% 71.8% 442 15.16%
CWG
1820
Cornerstone Wealth Group
North Carolina
$1.33B +$125M +10% 11.4% 96.5% 335 17.31%
CST
1821
Charles Schwab Trust
Nevada
$1.33B +$138M +12% 7.17% 45.6% 183 14.75%
SWA
1822
SFMG Wealth Advisors
Texas
$1.33B +$65.2M +5% 5.89% 63.3% 303 14.52%
TIM
1823
Triodos Investment Management
Netherlands
$1.33B +$115M +9% 12% 67.4% 51 3.92%
FTS
1824
Fifth Third Securities
Ohio
$1.33B +$146M +12% 8.49% 58.9% 317 11.04%
PIM
1825
Plato Investment Management
Australia
$1.33B +$143M +12% 14.5% 560 13.75%