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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
KWA
2076
Kingswood Wealth Advisors
California
$882M +$297M +51% 12.3% 123% 679 44.33%
HH
2077
Hilltop Holdings
Texas
$882M +$24.8M +3% 9.92% 72.2% 645 19.53%
JC
2078
Jacobs & Co
California
$882M +$79.2M +10% 11.3% 92.2% 125 7.2%
HP
2079
Harvey Partners
New York
$880M +$91.7M +12% 14.4% 124% 48 22.92%
LWM
2080
Lyell Wealth Management
California
$880M +$136M +18% 15.5% 99.6% 201 13.93%
JFA
2081
JNBA Financial Advisors
Minnesota
$879M +$78.4M +10% 10.4% 61.8% 763 8.65%
CCS
2082
Concentric Capital Strategies
Connecticut
$878M -$90.1M -9% 13.7% 138% 336 75.3%
PP
2083
PDS Planning
Ohio
$878M +$105M +14% 9.23% 48.6% 382 15.97%
MGWM
2084
Marks Group Wealth Management
Minnesota
$877M +$69.7M +9% 11.8% 62.8% 297 10.77%
WCM
2085
Wealthcare Capital Management
Virginia
$877M +$60.5M +7% 8.46% 41.4% 90 26.67%
TCM
2086
TD Capital Management
Tennessee
$876M +$59.9M +7% 7.96% 33.9% 440 12.73%
JAFL
2087
Jay A. Fishman Ltd
Michigan
$874M +$84.1M +11% 13.7% 105% 98 8.16%
AIM
2088
Anchor Investment Management
South Carolina
$873M +$108M +14% 9.7% 59.4% 1,002 8.18%
MAS
2089
Meeder Advisory Services
Ohio
$873M +$77.7M +10% 10.6% 71.1% 437 11.21%
VV
2090
Verity & Verity
South Carolina
$873M +$74.2M +9% 9.53% 76.4% 111 11.71%
CCM
2091
Carronade Capital Management
Connecticut
$872M +$192M +28% 0.46% 179% 34 55.88%
SAF
2092
Smith Anglin Financial
Texas
$871M +$48.9M +6% 10.4% 52.8% 196 16.33%
ACGDR
2093
Atmos Capital Gestao de Recursos
Brazil
$871M +$75.1M +9% 18.2% 210% 15 6.67%
MIM
2094
Morningstar Investment Management
Illinois
$870M +$141M +19% 8.39% 48.2% 212 28.77%
HH
2095
HSG Holding
Hong Kong
$869M -$63.1M -7% 13.9% 10.6% 20 5%
ORI
2096
Oak Ridge Investments
Illinois
$869M +$85.5M +11% 13.5% 208% 156 14.1%
SGCIA
2097
Smith Graham & Co Investment Advisors
Texas
$868M +$63.7M +8% 15.8% 56.9% 147 6.8%
SAM
2098
Southernsun Asset Management
Tennessee
$867M +$14M +2% 10.8% 45.7% 29 6.9%
AC
2099
AltraVue Capital
Washington
$867M +$27.7M +3% 13.6% 175% 33 27.27%
CAM
2100
Cozad Asset Management
Illinois
$867M +$97.4M +13% 12.3% 94% 394 7.87%