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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
SEM
2226
Suncoast Equity Management
Florida
$472M -$16.4M -3% 1.95% 82.9% 39 0%
AIC
2227
AWM Investment Company
New York
$471M -$51.7M -10% 2.35% 778% 101 21.78%
RWA
2228
Ropes Wealth Advisors
Massachusetts
$471M -$2.61M -0.6% 2.96% 71% 606 15.51%
LCM
2229
LVM Capital Management
Michigan
$471M +$32M +7% 3.82% 107% 117 6.84%
BFG
2230
Barber Financial Group
Kansas
$470M +$42.5M +10% 1.71% 39% 156 17.31%
CWM
2231
Circle Wealth Management
New Jersey
$470M +$8.45M +2% 0.8% 71.8% 177 16.38%
WAM
2232
Weatherly Asset Management
California
$469M -$32.5M -6% 0.02% 108% 189 7.41%
IGM
2233
Incline Global Management
New York
$468M -$17.2M -4% 4.4% 40.1% 29 51.72%
PL
2234
Parthenon LLC
Kentucky
$468M +$1.26M +0.3% 1.85% 80.8% 107 1.87%
TFS
2235
TrustCore Financial Services
Tennessee
$467M +$19.6M +4% 0.13% 28.3% 1,017 15.93%
FHC
2236
First Heartland Consultants
Missouri
$466M +$49.7M +12% 1.66% 55.2% 303 12.21%
CMO
2237
Covenant Multifamily Offices
Texas
$465M +$9.27M +2% 2.95% 38.3% 158 21.52%
EWA
2238
Exencial Wealth Advisors
Oklahoma
$465M +$36.5M +9% 0.38% 58% 253 13.44%
CBT
2239
Central Bank & Trust
Kentucky
$465M +$21.1M +5% 2.59% 110% 302 17.55%
MCM
2240
Maple Capital Management
Vermont
$465M +$19.5M +4% 3.4% 100% 129 10.08%
CRM
2241
Cardano Risk Management
Netherlands
$464M +$43.9M +10% 9.36% 170% 4 0%
HCM
2242
Heathbridge Capital Management
Ontario, Canada
$464M -$26.3M -5% 1.74% 58.7% 30 3.33%
SAM
2243
Symphony Asset Management
California
$464M -$14.9M -3% 3.57% 21.6% 218 41.28%
CA
2244
Cornerstone Advisory
Maryland
$464M +$2.19M +0.5% 0.34% 53.5% 164 7.32%
AIA
2245
Angeles Investment Advisors
California
$463M +$55.9M +14% 1.07% 71.7% 91 40.66%
RC
2246
Roundview Capital
New Jersey
$463M +$19.3M +4% 1.62% 77.7% 224 2.68%
NC
2247
Nokomis Capital
Texas
$463M -$46.8M -9% 2.46% 145% 49 32.65%
HT
2248
Heritage Trust
Oklahoma
$463M +$12.9M +3% 1.42% 195 11.79%
AC
2249
Adelphi Capital
United Kingdom
$463M +$36.2M +8% 3.88% 4 50%
STB
2250
S&T Bank
Pennsylvania
$462M +$6.02M +1% 1.93% 193% 85 8.24%