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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
LSPW
2301
Lake Street Private Wealth
Illinois
$772M +$48M +7% 336
SC
2302
Savoie Capital
Illinois
$772M +$54.3M +8% 96
MHS
2303
M Holdings Securities
Oregon
$771M +$177M +30% 348
MP
2304
Makaira Partners
California
$771M -$57.8M -7% 11
AWAG
2305
ARS Wealth Advisors Group
Florida
$771M +$29.6M +4% 174
CAL
2306
Capital Advisors Ltd
Ohio
$771M +$3.39M +0.4% 1,717
ACA
2307
Atlas Capital Advisors
Wyoming
$770M +$130M +20% 984
FWP
2308
Falcon Wealth Planning
California
$770M +$139M +22% 142
HVIA
2309
Hudson Valley Investment Advisors
New York
$769M -$65.5M -8% 185
HPM
2310
H. Partners Management
New York
$767M -$49.3M -6% 2
AAA
2311
Adams Asset Advisors
Texas
$767M -$6.31M -0.8% 78
PCI
2312
Planning Center Inc
Illinois
$765M +$306M +67% 66
JFGLC
2313
Johnson Financial Group LLC (Colorado)
Colorado
$765M -$27.6M -3% 42
GIC
2314
GFI Investment Counsel
Ontario, Canada
$764M -$24.9M -3% 20
BBI
2315
Baxter Bros Inc
Connecticut
$764M -$15.7M -2% 162
CWM
2316
Cabot Wealth Management
Massachusetts
$763M -$2.15M -0.3% 145
TC
2317
Towle & Co
Colorado
$763M -$89M -10% 66
SAM
2318
Stansberry Asset Management
Texas
$763M +$21.4M +3% 132
PAMI
2319
Perseverance Asset Management International
Cayman Islands
$762M +$209M +38% 22
APC
2320
Alta Park Capital
California
$762M -$160M -17% 44
PCM
2321
Prime Capital Management
Hong Kong
$762M +$139M +22% 5
RPC
2322
Rossmore Private Capital
Connecticut
$761M -$2.85M -0.4% 237
PAG
2323
Private Advisory Group
Washington
$761M +$60.3M +9% 216
CFP
2324
Cascade Financial Partners
California
$761M +$66.6M +10% 238
GCA
2325
Greenwood Capital Associates
South Carolina
$761M +$7.71M +1% 267