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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
PFBT
2301
Parkside Financial Bank & Trust
Missouri
$929M +$142M +18% 9.18% 63.3% 3,046 20.55%
KCM
2302
Kynam Capital Management
New Jersey
$929M -$261M -22% 1.67% 268% 34 14.71%
CIA
2303
CCM Investment Advisers
South Carolina
$928M +$113M +14% 16.8% 118% 74 9.46%
VCAM
2304
Van Cleef Asset Management
Ohio
$928M +$44M +5% 7.6% 81.1% 119 4.2%
AWG
2305
Alpha Wave Global
New York
$928M +$704M +313% 40.2% 219% 37 45.95%
QCMNJ
2306
Quantum Capital Management (New Jersey)
New Jersey
$925M -$41.7M -4% 6.81% 33.4% 35 11.43%
CIA
2307
Compass Ion Advisors
Pennsylvania
$924M +$75.3M +9% 9.36% 56.7% 280 10.71%
BOTOTLSJU
2308
Board of Trustees of The Leland Stanford Junior University
California
$924M -$257M -22% 13.7% 106% 22 13.64%
GG
2309
Gleason Group
Kentucky
$923M +$369M +67% 9.03% 64% 208 11.54%
TPA
2310
Trivium Point Advisory
Connecticut
$921M +$116M +14% 15.2% 86.7% 364 13.46%
NG
2311
Norden Group
Utah
$921M +$52.3M +6% 10.9% 592 16.55%
ST
2312
Sentinel Trust
Texas
$921M +$73.1M +9% 13.5% 79.2% 137 8.03%
SWM
2313
SeaCrest Wealth Management
New York
$921M +$37.4M +4% 15.7% 142% 709 20.31%
JWM
2314
Jackson Wealth Management
Florida
$919M +$95.7M +12% 13.7% 64% 202 36.14%
NRG
2315
Nemes Rush Group
Michigan
$918M +$126M +16% 15.5% 95.6% 784 17.98%
FSWA
2316
Financial Synergies Wealth Advisors
Texas
$918M +$96.4M +12% 9.33% 72.3% 93 16.13%
MHIC
2317
Marble Harbor Investment Counsel
Massachusetts
$918M +$29.9M +3% 7.03% 55.1% 208 3.37%
II
2318
Inspire Investing
Idaho
$918M +$76.7M +9% 10.2% 77.1% 877 14.82%
GIC
2319
GFI Investment Counsel
Ontario, Canada
$918M +$58.1M +7% 7.93% 46.9% 21 14.29%
LA
2320
LVW Advisors
New York
$917M +$80.3M +10% 7.71% 71.5% 344 17.15%
CFP
2321
Catalyst Financial Partners
Massachusetts
$916M +$373M +69% 13.5% 77.1% 318 15.09%
SWA
2322
Strategies Wealth Advisors
Michigan
$916M +$96.8M +12% 9.8% 51.8% 193 11.4%
SAM
2323
Stansberry Asset Management
Texas
$915M +$82.4M +10% 8.19% 71% 148 16.89%
OA
2324
Oxbow Advisors
Texas
$915M -$31.7M -3% 3.7% 72.8% 219 10.5%
HVIA
2325
Hudson Valley Investment Advisors
New York
$913M +$76.3M +9% 11.9% 94.6% 180 8.89%