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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
MTC
1826
McDaniel Terry & Co
Texas
$960M -$22.7M -2% 4.39% 57.9% 89 6.74%
DAM
1827
Delta Asset Management
Tennessee
$960M -$47.9M -5% 4.01% 53.8% 668 4.64%
CWP
1828
Cyndeo Wealth Partners
Florida
$959M +$2.71M +0.3% 2.4% 83.8% 354 12.71%
CCM
1829
Coliseum Capital Management
Connecticut
$959M -$150M -14% 18% 41.1% 14 35.71%
NP
1830
NorthRock Partners
Minnesota
$959M +$45.5M +5% 4.02% 62.8% 374 21.66%
SL
1831
Salomon & Ludwin
Virginia
$958M +$18.2M +2% 3.68% 52.6% 764 77.49%
WTB
1832
Washington Trust Bank
Washington
$957M -$22.3M -2% 2.39% 80.5% 224 8.04%
FTCM
1833
Fir Tree Capital Management
New York
$957M -$117M -11% 1.53% 17.3% 291 35.4%
WI
1834
Wintrust Investments
Illinois
$955M -$42.3M -4% 2.2% 27.5% 442 12.22%
VC
1835
Vicus Capital
Pennsylvania
$955M -$5.71M -0.6% 3.69% 59.6% 266 25.19%
HTHT
1836
Hemenway Trust Hemenway Trust
New Hampshire
$954M -$65.3M -6% 3.74% 87.2% 138 7.25%
MCC
1837
Money Concepts Capital
Florida
$954M -$28.6M -3% 3.75% 74.5% 386 15.28%
TCG
1838
Tremblant Capital Group
Florida
$952M -$79.4M -8% 2.49% 131% 48 25%
FFA
1839
Fragasso Financial Advisors
Pennsylvania
$951M +$16M +2% 3.52% 65.5% 240 8.33%
VA
1840
VR Adviser
New York
$950M +$325M +52% 10.9% 1,698% 40 32.5%
TW
1841
Transform Wealth
Colorado
$948M -$164M -15% 1.04% 48.4% 284 23.94%
GAM
1842
Goldentree Asset Management
New York
$948M -$155M -14% 0.98% 27.7% 37 40.54%
GWM
1843
Greenwich Wealth Management
Connecticut
$946M -$5.29M -0.6% 0.16% 198% 246 10.98%
NC
1844
NewSquare Capital
Pennsylvania
$946M -$15.6M -2% 2.79% 76.5% 947 45.41%
WIC
1845
Woodmont Investment Counsel
Tennessee
$945M -$19.5M -2% 3.15% 66.8% 247 10.53%
PLFA
1846
Pacific Life Fund Advisors
California
$945M -$39.2M -4% 3.68% 47.6% 20 5%
EWA
1847
EverSource Wealth Advisors
Alabama
$943M +$35.8M +4% 1.95% 89.7% 2,717 16.42%
RPGK
1848
Retirement Planning Group (Kansas)
Kansas
$942M -$59.9M -6% 3.82% 49.7% 170 12.35%
TIM
1849
Triodos Investment Management
Netherlands
$942M -$60.2M -6% 6.95% 89.9% 47 4.26%
OAM
1850
Oberweis Asset Management
Illinois
$941M +$119M +14% 2.02% 485% 230 33.91%