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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
PFGIA
2401
Patriot Financial Group Insurance Agency
Massachusetts
$871M +$125M +17% 10.9% 87% 565 17.88%
PHP
2402
Parkman Healthcare Partners
Connecticut
$870M +$27M +3% 6.63% 313% 103 26.21%
CFG
2403
CKW Financial Group
Hawaii
$869M +$69.2M +9% 9.71% 62.4% 203 10.34%
GWSG
2404
GPS Wealth Strategies Group
Colorado
$869M +$128M +17% 17.4% 118% 1,677 12.16%
LPAM
2405
Lodestar Private Asset Management
California
$868M +$72.5M +9% 7.83% 58.3% 229 8.73%
AWAG
2406
ARS Wealth Advisors Group
Florida
$868M +$159M +23% 9.49% 77.1% 196 21.43%
AP
2407
Archon Partners
New Jersey
$867M +$41M +5% 11.6% 88.8% 39 12.82%
SC
2408
Sierra Capital
Florida
$866M +$36.4M +4% 4.3% 28.6% 214 15.89%
HT
2409
Heritage Trust
Oklahoma
$866M +$41.1M +5% 7.42% 312 8.97%
EFG
2410
Everhart Financial Group
Ohio
$865M +$134M +18% 12.7% 113% 355 11.83%
BCC
2411
Biglari Capital Corp
Texas
$865M +$156M +22% 27.6% 47.7% 13 7.69%
NOCM
2412
Night Owl Capital Management
Connecticut
$865M +$64.8M +8% 24.3% 150% 32 15.63%
TFA
2413
Teamwork Financial Advisors
Texas
$863M +$112M +15% 17.2% 126% 201 19.4%
SL
2414
SWF LLC
Nebraska
$861M +$503M +141% 2.32% 81.7% 6 16.67%
AF
2415
Atlas FRM
Connecticut
$859M -$74.3M -8% 12.3% 17.9% 9 0%
TFA
2416
Toth Financial Advisory
Virginia
$857M +$26.5M +3% 8.02% 82.5% 815 22.33%
CA
2417
Cortland Associates
Missouri
$857M +$24.1M +3% 7.33% 57.1% 60 8.33%
RPC
2418
Rossmore Private Capital
Connecticut
$857M +$44.3M +5% 6.93% 66.3% 265 9.43%
IP
2419
Isthmus Partners
Wisconsin
$856M +$57.3M +7% 8.85% 61.1% 228 12.28%
SSWM
2420
Sheets Smith Wealth Management
North Carolina
$855M +$49.9M +6% 7.65% 75.8% 411 16.79%
MSA
2421
Mason Street Advisors
Wisconsin
$855M +$68.4M +9% 3.57% 28.3% 15 13.33%
RZH
2422
Relyea Zuckerberg Hanson
Connecticut
$853M +$111M +15% 11.8% 84.4% 273 12.82%
RCG
2423
Rock Creek Group
District of Columbia
$853M +$8.61M +1% 4.58% 34.9% 61 45.9%
CWP
2424
Curated Wealth Partners
California
$853M +$79.8M +10% 10.3% 45.4% 169 17.16%
ACM
2425
Ashford Capital Management
Delaware
$851M +$75.6M +10% 11.9% 111% 108 13.89%