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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
2301
Heartwood Wealth Advisors
Virginia
$812M +$61.1M +8% 4.95% 56.2% 162 11.73%
KTA
2302
Keeley-Teton Advisors
Illinois
$812M +$38.1M +5% 7.23% 28.6% 363 8.26%
NA
2303
Navellier & Associates
Nevada
$812M +$144M +22% 35% 262% 377 27.32%
JAG
2304
Journey Advisory Group
Kentucky
$811M +$76.1M +10% 8.6% 58.7% 243 12.35%
NFG
2305
Nadler Financial Group
Illinois
$811M +$68.7M +9% 9.33% 64.4% 120 15.83%
BIC
2306
Beach Investment Counsel
Pennsylvania
$811M +$397K +0% 7.44% 36% 143 0%
CC
2307
Covalis Capital
United Kingdom
$810M +$195M +32% 2.29% 31.3% 83 69.88%
BCL
2308
Bracebridge Capital LLC
Massachusetts
$810M +$346M +75% 44.7% 127% 51 33.33%
TWM
2309
Tanglewood Wealth Management
Texas
$809M -$7.6M -0.9% 5.43% 59.7% 34 8.82%
FC
2310
Forte Capital
New York
$808M +$77.5M +11% 10.2% 98.3% 242 10.74%
AAA
2311
Affinity Asset Advisors
New York
$808M +$260M +48% 47.8% 1,280% 122 54.1%
TCM
2312
Twin Capital Management
Pennsylvania
$807M +$43.5M +6% 13.8% 101% 301 19.6%
1SP
2313
140 Summer Partners
New York
$806M +$225M +39% 9.02% 134% 18 27.78%
CPBTD
2314
Central Pacific Bank - Trust Division
Hawaii
$806M 10.5% 947
PE
2315
PSG Equity
Massachusetts
$805M -$138M -15% 14.6% 8.03% 1 0%
HR
2316
Hardy Reed
Mississippi
$805M +$66.6M +9% 8.36% 57.7% 132 23.48%
WFAG
2317
Wescott Financial Advisory Group
Pennsylvania
$804M +$90.2M +13% 6.77% 45% 174 14.94%
CU
2318
CDAM (UK)
United Kingdom
$804M -$3.56M -0.4% 0.07% 2.11% 12 25%
SGK
2319
Steigerwald Gordon & Koch
Virginia
$804M +$64.6M +9% 9.09% 59.5% 128 10.16%
PCA
2320
Private Capital Advisors
Connecticut
$803M +$147M +22% 18.9% 138% 94 25.53%
JCM
2321
JAT Capital Management
Connecticut
$803M +$273M +52% 16.7% 446% 52 71.15%
AI
2322
Atom Investors
Texas
$802M +$235M +42% 9.44% 63.4% 695 55.68%
RCIM
2323
Red Cedar Investment Management
Michigan
$801M +$107M +15% 9.38% 74.9% 85 15.29%
AHB
2324
Abner Herrman & Brock
New Jersey
$801M +$88.8M +12% 15.6% 139% 98 10.2%
SFO
2325
Stokes Family Office
Louisiana
$800M +$60.3M +8% 7.15% 56.9% 234 10.68%