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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
FLII
1851
First Long Island Investors
New York
$1.21B -$44.2M -4% 1.55% 85.5% 67 4.48%
CWG
1852
Cornerstone Wealth Group
North Carolina
$1.21B -$16.7M -1% 1.98% 96.5% 307 17.26%
CWM
1853
Cahaba Wealth Management
Georgia
$1.21B -$79.5K -0% 1.45% 45.2% 150 5.33%
PWP
1854
Private Wealth Partners
California
$1.21B -$97.5M -7% 3.86% 112% 188 22.87%
KFP
1855
KMG Fiduciary Partners
Ohio
$1.2B -$4.21M -0.3% 2.5% 98% 292 10.27%
DF
1856
DNCA Finance
France
$1.2B -$80.9M -6% 2.73% 147 13.61%
AWM
1857
Angeles Wealth Management
California
$1.2B -$9.67M -0.8% 2.93% 70.4% 388 10.31%
1WM
1858
1900 Wealth Management
Texas
$1.2B +$10.6M +0.9% 2.29% 55.2% 225 5.78%
ORI
1859
Oak Ridge Investments
Illinois
$1.2B -$72.1M -6% 6.12% 208% 177 13.56%
EIP
1860
Easterly Investment Partners
Massachusetts
$1.2B -$72.2M -6% 2.53% 57.6% 216 23.61%
SFM
1861
Stack Financial Management
Montana
$1.2B +$107M +10% 5.78% 58.4% 54 9.26%
W
1862
Wealthquest
Ohio
$1.2B -$30.7M -3% 2.12% 52.1% 142 15.49%
CCM
1863
Coliseum Capital Management
Connecticut
$1.2B -$15.5M -1% 18.5% 41.1% 17 17.65%
YIA
1864
YHB Investment Advisors
Connecticut
$1.2B -$20.1M -2% 2.15% 85.7% 298 9.73%
TS
1865
Triglav Skladi
Slovenia
$1.2B -$75.4M -6% 5.15% 149 26.85%
BW
1866
Browning West
California
$1.19B +$196M +20% 0.8% 96.8% 3 0%
CST
1867
Charles Schwab Trust
Nevada
$1.19B +$29.7M +3% 0.13% 45.6% 179 18.99%
FIM
1868
Freedom Investment Management
Connecticut
$1.19B -$11.9M -1% 0.19% 68.5% 820 18.78%
VIP
1869
Vantage Investment Partners
Missouri
$1.19B +$43.4M +4% 1.44% 50.9% 67 11.94%
KCM
1870
Kynam Capital Management
New Jersey
$1.19B -$502M -30% 21.7% 320% 36 27.78%
HR
1871
Howe & Rusling
New York
$1.19B +$28.7M +2% 0.31% 82% 477 23.06%
DE
1872
Diversified Enterprises
Delaware
$1.19B +$137M +13% 2.7% 308 25.97%
KOC
1873
Koss-Olinger Consulting
Florida
$1.19B +$45.9M +4% 2.73% 57.9% 338 54.44%
TCM
1874
Traynor Capital Management
Pennsylvania
$1.19B -$310M -21% 8.2% 225% 332 32.23%
PIM
1875
Plato Investment Management
Australia
$1.19B -$174M -13% 2.39% 629 23.21%