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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
AP
2351
Archon Partners
New Jersey
$726M +$86.3M +14% 13.4% 88.8% 44 15.91%
TFA
2352
Transamerica Financial Advisors
Florida
$724M -$14.6M -2% 9.77% 57.2% 667 8.55%
MFA
2353
Mayflower Financial Advisors
Massachusetts
$724M +$55.7M +8% 8.31% 68.7% 362 11.33%
CWM
2354
Curi Wealth Management
North Carolina
$724M +$71.8M +11% 10.2% 16.2% 170 16.47%
PL
2355
Parthenon LLC
Kentucky
$723M +$56.9M +9% 9.37% 80.8% 117 2.56%
GIC
2356
GFI Investment Counsel
Ontario, Canada
$723M +$67.6M +10% 16.1% 46.9% 17 0%
AFG
2357
Atomi Financial Group
New York
$723M +$423M +141% 24.7% 117% 633 50.08%
DC
2358
Dendur Capital
New York
$722M -$65.7M -8% 15.4% 81.3% 20 50%
SWS
2359
SYSTM Wealth Solutions
Illinois
$722M +$71.3M +11% 11.5% 1,088 64.61%
CA
2360
CGN Advisors
Kansas
$722M -$21M -3% 8.78% 44.2% 268 14.55%
BBI
2361
Baxter Bros Inc
Connecticut
$722M +$63.1M +10% 11.2% 68.8% 157 9.55%
SWC
2362
Spectrum Wealth Counsel
Indiana
$722M 12% 333
HPM
2363
H. Partners Management
New York
$721M +$47M +7% 9.55% 30.8% 3 33.33%
CFG
2364
CKW Financial Group
Hawaii
$720M +$64.2M +10% 10.7% 62.4% 233 9.87%
CWM
2365
Cabot Wealth Management
Massachusetts
$719M +$66.7M +10% 11.8% 55.6% 147 10.2%
SAM
2366
Silverback Asset Management
North Carolina
$718M -$11.2M -2% 0.53% 92.4% 94 14.89%
AH
2367
Allen Holding
New York
$718M +$1.89M +0.3% 8.6% 147% 17 17.65%
NA
2368
Nottingham Advisors
New York
$717M +$70M +11% 8.72% 44.3% 138 12.32%
ICP
2369
Ilex Capital Partners
United Kingdom
$716M 7.97% 16
MC
2370
MIG Capital
California
$716M +$176M +33% 18.7% 118% 17 17.65%
WFAG
2371
Wescott Financial Advisory Group
Pennsylvania
$714M +$167M +31% 9.68% 45% 170 10.59%
WA
2372
Wealth Alliance
New York
$713M +$79.1M +12% 10.9% 65.1% 536 13.81%
WA
2373
Wealth Architects
California
$713M +$125M +21% 10.5% 80.1% 205 11.22%
RFA
2374
RTD Financial Advisors
Pennsylvania
$712M +$57.6M +9% 11% 46.4% 104 9.62%
CAL
2375
Capital Advisors Ltd
Ohio
$712M +$59.5M +9% 9.68% 54.2% 1,550 14.9%