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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
NFG
2326
Nadler Financial Group
Illinois
$660M -$23.9M -3% 3.8% 64.4% 118 9.32%
RPC
2327
Rossmore Private Capital
Connecticut
$660M -$12.1M -2% 1.79% 66.3% 235 4.68%
RA
2328
Resolute Advisors
California
$660M -$287M -30% 24% 38.3% 70 17.14%
TAM
2329
Telemark Asset Management
Massachusetts
$659M -$78.1M -11% 0.71% 271% 58 34.48%
BBI
2330
Baxter Bros Inc
Connecticut
$659M -$13.6M -2% 0.86% 68.8% 156 22.44%
NSEDCP
2331
NJ State Employees Deferred Compensation Plan
New Jersey
$658M -$34.7M -5% 3.01% 127% 496 4.64%
SSWM
2332
Sheets Smith Wealth Management
North Carolina
$657M -$27.5M -4% 3.45% 75.8% 504 38.69%
TFA
2333
Toth Financial Advisory
Virginia
$657M -$34.7M -5% 4.2% 82.5% 868 23.39%
FPCP
2334
Fort Point Capital Partners
California
$656M -$52M -7% 2.28% 53.4% 313 16.61%
BCMO
2335
Buckingham Capital Management (Ohio)
Ohio
$656M -$14.9M -2% 3.6% 26.3% 119 10.08%
SJIC
2336
St. James Investment Company
Texas
$656M -$31.7M -5% 3.02% 47.7% 31 32.26%
CFG
2337
CKW Financial Group
Hawaii
$656M -$13.7M -2% 4.14% 62.4% 221 7.69%
SGK
2338
Steigerwald Gordon & Koch
Virginia
$656M -$25.9M -4% 4.32% 59.5% 113 6.19%
GIC
2339
GFI Investment Counsel
Ontario, Canada
$656M -$1.33M -0.2% 4.37% 46.9% 17 5.88%
RFA
2340
RTD Financial Advisors
Pennsylvania
$655M -$33.1M -5% 4.8% 46.4% 101 6.93%
RCIM
2341
Red Cedar Investment Management
Michigan
$654M -$3.63M -0.6% 2.73% 74.9% 89 22.47%
FMAEN1
2342
Fund Management at Engine No 1
California
$653M +$110M +20% 1.64% 455 10.33%
CAL
2343
Capital Advisors Ltd
Ohio
$653M -$16.6M -2% 3.66% 54.2% 1,544 13.02%
MAP
2344
Managed Asset Portfolios
Michigan
$653M -$13.6M -2% 1.23% 72.8% 42 14.29%
CWM
2345
Cabot Wealth Management
Massachusetts
$653M -$17M -3% 3.05% 55.6% 150 12%
AHB
2346
Abner Herrman & Brock
New Jersey
$653M -$29.2M -4% 2.15% 139% 106 18.87%
CWM
2347
Curi Wealth Management
North Carolina
$652M -$87.9M -12% 3.08% 16.2% 179 17.88%
WCM
2348
Wallace Capital Management
Texas
$652M +$3.65M +0.6% 1.47% 59% 84 10.71%
OCA
2349
Octagon Capital Advisors
New York
$651M -$67.8M -9% 2.36% 2,555% 49 34.69%
SWS
2350
SYSTM Wealth Solutions
Illinois
$651M -$87.8M -12% 1.98% 518 16.99%