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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
FSWA
2401
Financial Synergies Wealth Advisors
Texas
$805M +$63M +8% 6.56% 72.3% 79 15.19%
PO
2402
Paradigm Operations
California
$805M -$199M -20% 19.8% 207% 1 0%
RIM
2403
RW Investment Management
Idaho
$804M +$64.1M +9% 5.53% 97 8.25%
KC
2404
Kryger Capital
United Kingdom
$804M -$68.4M -8% 6.54% 420% 22 63.64%
MA
2405
MONECO Advisors
Connecticut
$803M +$123M +18% 5.93% 58.4% 454 12.78%
RBC
2406
Romano Brothers & Co
Illinois
$803M +$80.9M +11% 8.67% 101% 315 6.35%
HIC
2407
Hartline Investment Corp
Illinois
$802M +$57.6M +8% 5.93% 201% 106 6.6%
ACM
2408
Ashford Capital Management
Delaware
$801M +$60.6M +8% 11.8% 111% 106 12.26%
SAM
2409
Stansberry Asset Management
Texas
$801M +$38.2M +5% 10.1% 71% 131 6.87%
PWA
2410
Provenance Wealth Advisors
Florida
$800M +$85.1M +12% 7.07% 55.9% 604 15.89%
RCP
2411
RIT Capital Partners
United Kingdom
$800M +$375M +88% 11.9% 75.8% 19 63.16%
OCG
2412
Opus Capital Group
Ohio
$800M +$98.7M +14% 5.69% 39.5% 133 15.79%
CWM
2413
Cabot Wealth Management
Massachusetts
$800M +$37.1M +5% 6.27% 55.6% 141 13.48%
BIM
2414
Barton Investment Management
Pennsylvania
$800M +$48M +6% 7.37% 80.3% 49 12.24%
SCM
2415
SG Capital Management
Illinois
$799M +$160M +25% 12.5% 187% 100 72%
BIM
2416
Baldwin Investment Management
Pennsylvania
$798M +$67.7M +9% 3.44% 74.8% 218 8.26%
CFP
2417
Cascade Financial Partners
California
$798M +$37.2M +5% 4.51% 244 6.97%
HMCP
2418
Hook Mill Capital Partners
New York
$797M +$127M +19% 14.7% 148% 50 38%
HWCM
2419
Hudson Way Capital Management
Texas
$797M +$72.3M +10% 13.9% 57.5% 15 6.67%
PGA
2420
Portland Global Advisors
Maine
$796M +$58.5M +8% 5.53% 32.8% 136 5.15%
CM
2421
Condire Management
Texas
$796M +$55.1M +7% 3.73% 252% 18 16.67%
MCM
2422
Mattern Capital Management
Colorado
$795M +$70.7M +10% 10.6% 31.5% 163 7.98%
CPBTD
2423
Central Pacific Bank - Trust Division
Hawaii
$793M -$45.5M -5% 6.8% 969 14.14%
B
2424
Bensler
Washington
$793M +$49.6M +7% 5.6% 106% 170 7.65%
CB
2425
Community Bank
New York
$793M +$33M +4% 8.37% 58.7% 411 6.33%