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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
CWM
2401
Circle Wealth Management
New Jersey
$693M -$3.05M -0.4% 0.41% 71.8% 188 12.23%
ATPW
2402
Ashton Thomas Private Wealth
Arizona
$692M +$37.4M +6% 0.89% 77.5% 387 20.16%
ECA
2403
Endeavour Capital Advisors
Connecticut
$692M -$92M -12% 3.71% 105% 69 13.04%
TA
2404
Teton Advisors
New York
$690M -$58.7M -8% 3.36% 139% 415 7.23%
COI
2405
Connable Office Inc
Michigan
$689M -$32.4M -4% 0.76% 68.3% 224 10.71%
FANJ
2406
Financial Architects (New Jersey)
New Jersey
$689M -$5.45M -0.8% 0.37% 31.3% 355 14.65%
HPCM
2407
Hein Park Capital Management
New York
$689M +$158M +30% 3.86% 122% 11 27.27%
TWI
2408
Thomas White International
Illinois
$688M -$40.6M -6% 2.72% 34.9% 331 12.08%
KJHP
2409
K.J. Harrison & Partners
Ontario, Canada
$687M -$267M -28% 0.54% 140% 428 27.1%
TPWA
2410
TRUE Private Wealth Advisors
Oregon
$687M +$14M +2% 0.16% 84% 256 12.11%
WIC
2411
Woodmont Investment Counsel
Tennessee
$687M +$50.5M +8% 0.22% 66.8% 213 8.45%
PTC
2412
Private Trust Company
Ohio
$687M +$26.9M +4% 0.19% 79.6% 409 5.87%
RFM
2413
Royal Fund Management
Florida
$686M +$82.4M +14% 1.13% 92.4% 201 13.93%
KL
2414
KWMG LLC
Kansas
$685M +$18.5M +3% 0.91% 72.3% 144 2.08%
MPAM
2415
Monarch Partners Asset Management
Massachusetts
$685M -$10.4M -1% 1.63% 136% 187 39.57%
SJIC
2416
St. James Investment Company
Texas
$684M -$157M -19% 2.02% 43.8% 38 7.89%
IPGDR
2417
Investidor Profissional Gestao de Recursos
Brazil
$683M +$197M +40% 0.91% 51.8% 25 24%
SFBLI
2418
Southern Farm Bureau Life Insurance
Mississippi
$683M -$44.7M -6% 1.97% 47.4% 40 25%
EHPM
2419
Emery Howard Portfolio Management
California
$683M +$3.48M +0.5% 1.39% 66.5% 47 2.13%
SGA
2420
Strategic Global Advisors
California
$683M +$132M +24% 2.04% 137% 161 25.47%
SAM
2421
Sycomore Asset Management
France
$683M -$39M -5% 0.4% 151% 124 33.06%
SCM
2422
SIR Capital Management
New York
$682M +$6.8M +1% 4.37% 71.1% 87 42.53%
WP
2423
WMS Partners
Maryland
$682M +$5.79M +0.9% 0.4% 10.8% 300 20%
SAM
2424
Silverback Asset Management
North Carolina
$681M -$147M -18% 0.46% 92.1% 88 29.55%
PAS
2425
Professional Advisory Services
Florida
$681M -$7.77M -1% 0.38% 61.8% 81 4.94%