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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
FAT
2301
First American Trust
California
$412M +$5.63M +1% 0.9% 75.4% 136 19.12%
TFA
2302
Toth Financial Advisory
Virginia
$411M -$10.8M -3% 0.65% 82.5% 482 20.33%
GG
2303
GCM Grosvenor
Illinois
$411M +$149M +57% 4.17% 13 23.08%
GCA
2304
Greenwood Capital Associates
South Carolina
$410M -$19M -4% 0.2% 81.3% 246 36.18%
AA
2305
Apriem Advisors
California
$410M +$6.37M +2% 1.12% 62% 155 18.71%
CA
2306
Capital Advantage
California
$409M +$21M +5% 0.6% 44.4% 83 16.87%
SFSG
2307
Stearns Financial Services Group
North Carolina
$409M -$9.84M -2% 1.28% 26.1% 132 6.82%
CGA
2308
Crescent Grove Advisors
Illinois
$408M +$10M +3% 0.19% 51.2% 161 16.77%
LWMT
2309
Legacy Wealth Management (Tennessee)
Tennessee
$408M -$7.87M -2% 1.06% 46.9% 13 15.38%
GCM
2310
Glendon Capital Management
California
$408M -$18.5M -4% 7.8% 125% 32 15.63%
CAMG
2311
CWA Asset Management Group
Florida
$406M +$28M +7% 0.75% 201 17.91%
SFP
2312
Shepherd Financial Partners
Massachusetts
$406M -$20M -5% 0.53% 62.3% 119 14.29%
SCM
2313
Segantii Capital Management
Hong Kong
$406M +$80.1M +25% 0.27% 33.1% 64 79.69%
VCAM
2314
Van Cleef Asset Management
Ohio
$406M -$50K -0% 0.13% 81.1% 114 7.02%
NIT
2315
NumerixS Investment Technologies
British Columbia, Canada
$405M -$35.1M -8% 0.15% 24.6% 1,438 52.85%
GAM
2316
GVO Asset Management
Switzerland
$405M -$28.8M -7% 1.31% 71.2% 26 50%
OWM
2317
Orgel Wealth Management
Wisconsin
$404M -$9.08M -2% 0.71% 36.6% 48 22.92%
FFA
2318
Fragasso Financial Advisors
Pennsylvania
$404M -$7.79M -2% 1.26% 65.5% 110 10.91%
3C
2319
361 Capital
Colorado
$404M +$107K +0% 4.26% 118% 384 71.09%
NC
2320
Northcape Capital
Australia
$403M +$6M +2% 4.78% 12 0%
JC
2321
Joho Capital
New York
$402M +$13.8M +4% 1.57% 72.6% 9 55.56%
KWM
2322
Kingsview Wealth Management
Oregon
$402M +$122M +44% 0.07% 55.8% 442 29.41%
SWM
2323
Segment Wealth Management
Texas
$402M -$11.6M -3% 1.46% 102% 221 19.91%
MRCP
2324
Maple Rock Capital Partners
Ontario, Canada
$402M +$101M +34% 1.46% 323% 18 33.33%
RBCM
2325
Raub Brock Capital Management
California
$402M -$2.1M -0.5% 0.46% 56.3% 47 19.15%