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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
HWA
2201
Heartwood Wealth Advisors
Virginia
$837M +$24.5M +3% 177
MWM
2202
Meridian Wealth Management
Kentucky
$837M +$236M +39% 489
MIC
2203
Means Investment Company
Maine
$836M +$63.4M +8% 199
HIC
2204
Harvey Investment Company
Kentucky
$836M -$49.8M -6% 100
SSWM
2205
Sheets Smith Wealth Management
North Carolina
$836M -$56.8M -6% 414
BCMO
2206
Buckingham Capital Management (Ohio)
Ohio
$836M +$19.9M +2% 139
JAG
2207
Journey Advisory Group
Kentucky
$836M +$26.2M +3% 238
CCG
2208
Cypress Capital Group
Florida
$834M -$266K -0% 308
WC
2209
Waterloo Capital
Texas
$833M +$50.5M +6% 404
SCM
2210
SOL Capital Management
Maryland
$833M +$38M +5% 310
SAA
2211
Southeast Asset Advisors
Georgia
$832M +$849K +0.1% 173
MCM
2212
Manchester Capital Management
Vermont
$832M +$20.6M +3% 1,185
AIA
2213
Alera Investment Advisors
Illinois
$832M +$92.1M +12% 296
CIPU
2214
Caledonia Investments plc (UK)
United Kingdom
$831M +$56.5M +7% 14
1IA
2215
1834 Investment Advisors
Wisconsin
$830M -$11.2M -1% 225
SAM
2216
Southernsun Asset Management
Tennessee
$829M -$68.9M -8% 28
FC
2217
Forte Capital
New York
$828M +$20M +2% 245
GSIS
2218
Global Strategic Investment Solutions
Arizona
$828M -$27.2M -3% 154
KCMH
2219
Keywise Capital Management (HK)
Hong Kong
$827M +$89.7M +12% 14
SGK
2220
Steigerwald Gordon & Koch
Virginia
$827M +$23M +3% 127
GMP
2221
Great Mountain Partners
Connecticut
$826M -$128M -13% 2
1SP
2222
140 Summer Partners
New York
$826M +$23.4M +3% 19
CCFM
2223
Clear Creek Financial Management
Washington
$825M +$43.8M +6% 464
LRPA
2224
L. Roy Papp & Associates
Arizona
$825M -$14.9M -2% 180
KP
2225
Kiltearn Partners
United Kingdom
$825M -$257M -24% 35