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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
I
2326
INVST
Indiana
$692M +$45.7M +7% 4.96% 60.4% 186 15.59%
CCG
2327
Cypress Capital Group
Florida
$691M +$39.9M +6% 6.77% 83.9% 316 12.97%
TFA
2328
Toth Financial Advisory
Virginia
$691M +$50.1M +8% 7.79% 82.5% 917 26.61%
EC
2329
Engaged Capital
California
$691M -$11.3M -2% 12.3% 16.3% 11 36.36%
SWPG
2330
Strategic Wealth Partners Group
Illinois
$691M +$80.3M +13% 7% 62 3.23%
RCG
2331
Rock Creek Group
District of Columbia
$690M -$82.1M -11% 5.07% 34.9% 214 32.71%
NEAM
2332
New England Asset Management
Connecticut
$690M +$18.1M +3% 3.65% 48.5% 103 3.88%
MG
2333
Magnolia Group
Nebraska
$689M -$2.09M -0.3% 0.03% 8.9% 13 7.69%
RFA
2334
RTD Financial Advisors
Pennsylvania
$688M +$41.3M +6% 3.7% 46.4% 96 5.21%
SJIC
2335
St. James Investment Company
Texas
$688M +$11.6M +2% 1.84% 47.7% 27 0%
BW
2336
Browning West
California
$687M +$12.8M +2% 0.12% 94.4% 2 0%
NAM
2337
Nexpoint Asset Management
Texas
$685M -$239M -26% 6.87% 209% 128 40.63%
AAA
2338
Adams Asset Advisors
Texas
$685M -$61.7M -8% 3.14% 63.2% 87 8.05%
SSWM
2339
Sheets Smith Wealth Management
North Carolina
$684M +$29.6M +5% 5.05% 75.8% 346 13.01%
NFG
2340
Nadler Financial Group
Illinois
$684M +$55.7M +9% 8.37% 64.4% 122 10.66%
QCM
2341
Quadratic Capital Management
Connecticut
$683M -$16.1M -2% 2.27% 0.74% 2 0%
HT
2342
Heritage Trust
Oklahoma
$683M +$47.5M +7% 6.21% 271 14.39%
CAC
2343
Core Alternative Capital
Georgia
$682M -$66.9M -9% 5.51% 57.5% 491 27.9%
RCM
2344
Redwood Capital Management
New York
$682M +$5.99M +0.9% 10.8% 236% 32 12.5%
KBG
2345
Kahn Brothers Group
New York
$682M -$12.7M -2% 1.78% 38.1% 45 4.44%
AHB
2346
Abner Herrman & Brock
New Jersey
$682M +$19.4M +3% 9.01% 139% 112 21.43%
SGK
2347
Steigerwald Gordon & Koch
Virginia
$682M +$12.5M +2% 4.11% 59.5% 112 7.14%
JWM
2348
Jackson Wealth Management
Florida
$681M +$548M +412% 6.98% 64% 185 58.92%
WA
2349
Waddell & Associates
Tennessee
$681M +$41.4M +6% 5.27% 194% 176 15.91%
PP
2350
Pegasus Partners
Wisconsin
$680M +$48.4M +8% 7.73% 32.6% 131 13.74%