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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
CIC
2426
Cutler Investment Counsel
Oregon
$793M +$57.8M +8% 8.48% 56.2% 132 6.82%
IFWM
2427
Institute for Wealth Management
Colorado
$792M +$46.3M +6% 5.9% 137% 560 11.61%
ORL
2428
Oak Root LLC
California
$792M +$42M +6% 5.91% 15 0%
SP
2429
ShawSpring Partners
Massachusetts
$792M +$98.3M +14% 12.9% 6.63% 10 0%
RFA
2430
RTD Financial Advisors
Pennsylvania
$790M +$46.3M +6% 6.73% 46.4% 111 3.6%
AIMC
2431
Alley Investment Management Company
Illinois
$790M +$57.4M +8% 8.07% 54.6% 86 2.33%
RCIM
2432
Red Cedar Investment Management
Michigan
$788M +$54.9M +7% 6.59% 74.9% 82 12.2%
RB
2433
Rodgers Brothers
Pennsylvania
$787M +$49M +7% 8.27% 75.7% 249 9.64%
KCM
2434
Khrom Capital Management
Florida
$787M +$258M +49% 12.8% 36.7% 18 22.22%
AI
2435
Aperture Investors
New York
$787M +$103M +15% 11.6% 145% 90 30%
APC
2436
Alta Park Capital
California
$787M -$15.4M -2% 11.9% 607% 43 53.49%
VT
2437
Vise Technologies
New York
$786M +$216M +38% 7.17% 622 37.46%
LA
2438
LVW Advisors
New York
$786M +$102M +15% 5.92% 71.5% 319 10.97%
LPAM
2439
Lodestar Private Asset Management
California
$785M +$58.5M +8% 5.92% 58.3% 219 7.31%
SFM
2440
Signet Financial Management
New Jersey
$785M +$43.2M +6% 6.36% 65.2% 280 10.71%
PHS
2441
Pekin Hardy Strauss
Illinois
$784M +$56.1M +8% 7.68% 97.9% 368 19.57%
PM
2442
Pembroke Management
Quebec, Canada
$784M +$39.7M +5% 9.61% 94.8% 64 12.5%
PHP
2443
Parkman Healthcare Partners
Connecticut
$783M +$36.9M +5% 19.2% 313% 106 27.36%
CA
2444
Continuum Advisory
Idaho
$783M +$89.4M +13% 6.05% 59.2% 2,043 23.35%
DFCM
2445
Dark Forest Capital Management
Puerto Rico
$783M +$236M +43% 9.56% 51.2% 1,223 71.3%
GXJ
2446
Global X Japan
Japan
$782M +$76.9M +11% 3.27% 314 20.7%
CWP
2447
Curated Wealth Partners
California
$782M +$65M +9% 9.33% 45.4% 140 11.43%
LI
2448
LVZ Inc
Michigan
$782M +$48.1M +7% 6.67% 47.1% 158 15.19%
KFGK
2449
Keystone Financial Group (Kentucky)
Kentucky
$781M +$502M +180% 6.84% 116% 378 56.61%
GLR
2450
Great Lakes Retirement
Ohio
$780M +$50.7M +7% 4.69% 77.3% 703 73.12%