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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
FC
2376
Forte Capital
New York
$731M +$81.5M +13% 12.1% 98.3% 230 11.74%
HVIA
2377
Hudson Valley Investment Advisors
New York
$730M +$20.9M +3% 12.3% 94.6% 187 4.81%
LP
2378
LGL Partners
Pennsylvania
$730M +$160M +28% 10.2% 68.9% 110 16.36%
DIGDR
2379
Dynamo Internacional Gestao de Recursos
Brazil
$730M -$720M -50% 18.5% 34.1% 31 35.48%
OP
2380
Oldfield Partners
United Kingdom
$729M +$79.5M +12% 14.7% 90.3% 29 27.59%
NSEDCP
2381
NJ State Employees Deferred Compensation Plan
New Jersey
$727M +$68.4M +10% 13.9% 127% 495 4.85%
AP
2382
Archon Partners
New Jersey
$726M +$86.3M +14% 13.4% 86% 44 15.91%
TFA
2383
Transamerica Financial Advisors
Florida
$724M -$14.6M -2% 9.77% 77.1% 667 8.55%
MFA
2384
Mayflower Financial Advisors
Massachusetts
$724M +$55.7M +8% 8.31% 68.7% 362 11.33%
CWM
2385
Curi Wealth Management
North Carolina
$724M +$71.8M +11% 10.2% 16.2% 170 16.47%
PL
2386
Parthenon LLC
Kentucky
$723M +$56.9M +9% 9.37% 80.8% 117 2.56%
GIC
2387
GFI Investment Counsel
Ontario, Canada
$723M +$67.6M +10% 16.1% 41.8% 17 0%
AFG
2388
Atomi Financial Group
New York
$723M +$423M +141% 24.7% 139% 633 50.08%
DC
2389
Dendur Capital
New York
$722M -$65.7M -8% 15.4% 99.6% 20 50%
SWS
2390
SYSTM Wealth Solutions
Illinois
$722M +$71.3M +11% 11.5% 1,088 64.61%
CA
2391
CGN Advisors
Kansas
$722M -$21M -3% 8.78% 44.2% 268 14.55%
BBI
2392
Baxter Bros Inc
Connecticut
$722M +$63.1M +10% 11.2% 73.8% 157 9.55%
SWC
2393
Spectrum Wealth Counsel
Indiana
$722M 12% 333
HPM
2394
H. Partners Management
New York
$721M +$47M +7% 9.55% 13.5% 3 33.33%
CFG
2395
CKW Financial Group
Hawaii
$720M +$64.2M +10% 10.7% 62.4% 233 9.87%
CWM
2396
Cabot Wealth Management
Massachusetts
$719M +$66.7M +10% 11.8% 69.3% 147 10.2%
SAM
2397
Silverback Asset Management
North Carolina
$718M -$11.2M -2% 0.53% 92.1% 94 14.89%
AH
2398
Allen Holding
New York
$718M +$1.89M +0.3% 8.6% 135% 17 17.65%
NA
2399
Nottingham Advisors
New York
$717M +$70M +11% 8.72% 44.3% 138 12.32%
ICP
2400
Ilex Capital Partners
United Kingdom
$716M 7.97% 16