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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
MC
2401
MIG Capital
California
$716M +$176M +33% 18.7% 118% 17 17.65%
WFAG
2402
Wescott Financial Advisory Group
Pennsylvania
$714M +$167M +31% 9.68% 55.5% 170 10.59%
WA
2403
Wealth Alliance
New York
$713M +$79.1M +12% 10.9% 75.7% 536 13.81%
WA
2404
Wealth Architects
California
$713M +$125M +21% 10.5% 80.1% 205 11.22%
RFA
2405
RTD Financial Advisors
Pennsylvania
$712M +$57.6M +9% 11% 46.4% 104 9.62%
CAL
2406
Capital Advisors Ltd
Ohio
$712M +$59.5M +9% 9.68% 54.2% 1,550 14.9%
PHS
2407
Pekin Hardy Strauss
Illinois
$712M +$78.9M +12% 7.74% 102% 339 17.99%
AHB
2408
Abner Herrman & Brock
New Jersey
$712M +$59.4M +9% 11% 139% 99 11.11%
MICM
2409
Matthews International Capital Management
California
$712M -$115M -14% 9.83% 227% 39 10.26%
RWB
2410
RMR Wealth Builders
New Jersey
$712M +$85.6M +14% 11.3% 81.6% 249 14.46%
VCAM
2411
Van Cleef Asset Management
Ohio
$712M +$76.6M +12% 10.4% 87.3% 112 5.36%
GIG
2412
Goodnow Investment Group
Connecticut
$711M +$118M +20% 18.9% 131% 26 19.23%
JSAM
2413
J. Safra Asset Management
New York
$711M +$25.2M +4% 11.5% 84.3% 130 23.85%
SP
2414
Solel Partners
Massachusetts
$711M +$40.4M +6% 12.5% 25.9% 29 31.03%
HT
2415
Heritage Trust
Oklahoma
$710M +$69.7M +11% 10.4% 277 9.75%
IAS
2416
Insigneo Advisory Services
Florida
$710M +$219M +45% 12.2% 119% 455 18.9%
PHP
2417
Parkman Healthcare Partners
Connecticut
$710M +$164M +30% 20.9% 306% 113 30.97%
HTIM
2418
Harbour Trust & Investment Management
Indiana
$709M 10.2% 162
SPWG
2419
Syntegra Private Wealth Group
Missouri
$709M +$71.7M +11% 10.1% 52% 134 11.94%
MAP
2420
Madison Avenue Partners
New York
$708M +$3.54M +0.5% 18% 284% 22 22.73%
LI
2421
LVZ Inc
Michigan
$708M +$87.9M +14% 10.5% 47.1% 146 15.75%
RPC
2422
Rossmore Private Capital
Connecticut
$708M +$47.6M +7% 8.24% 75.4% 237 5.91%
CAM
2423
CenterStar Asset Management
Illinois
$707M +$222M +46% 11.6% 103% 468 73.5%
GC
2424
Gilbert & Cook
Iowa
$707M +$72.5M +11% 10.1% 63.2% 229 11.35%
GWS
2425
Glassman Wealth Services
Virginia
$706M +$87.2M +14% 11.3% 62.6% 2,116 13.56%