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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
AWM
2426
Aprio Wealth Management
Georgia
$798M +$113M +16% 0.12% 60.6% 384 20.31%
BCM
2427
Brigade Capital Management
New York
$798M +$467M +141% 14.3% 42.7% 18 44.44%
LJAC
2428
L.J. Altfest & Co
New York
$797M +$13.4M +2% 1.53% 90.3% 376 28.46%
AIMC
2429
Alley Investment Management Company
Illinois
$797M +$6.57M +0.8% 1.81% 54.6% 89 6.74%
NM
2430
NWI Management
New York
$796M -$1.47B -65% 5.94% 230% 62 37.1%
LPAM
2431
Lodestar Private Asset Management
California
$795M -$4.28M -0.5% 1.75% 58.3% 219 4.57%
AT
2432
Avenir Tech
Hong Kong
$795M +$192M +32% 10.3% 26 73.08%
AL
2433
AIP LLC
New York
$795M +$36.4M +5% 5.19% 54.9% 2 0%
DPW
2434
DiNuzzo Private Wealth
Pennsylvania
$794M +$4.33M +0.5% 0.23% 1,438 5.7%
PGA
2435
Portland Global Advisors
Maine
$794M +$3.47M +0.4% 0.03% 43.4% 135 4.44%
CFP
2436
Cascade Financial Partners
California
$793M +$25.9M +3% 0.42% 257 10.12%
8KM
2437
8 Knots Management
Texas
$793M -$206M -21% 11.5% 20 25%
SAM
2438
Synergy Asset Management
Washington
$793M -$499M -39% 2.1% 97.3% 912 85.09%
NRG
2439
Nemes Rush Group
Michigan
$792M -$17M -2% 3.74% 111% 772 14.77%
KPF
2440
K2 Principal Fund
Ontario, Canada
$788M -$112M -12% 0.32% 76.5% 417 48.2%
JIR
2441
James Investment Research
Ohio
$788M -$52.2M -6% 0.82% 107% 349 12.03%
PFBT
2442
Parkside Financial Bank & Trust
Missouri
$788M +$30.4M +4% 2.07% 63.3% 2,778 24.55%
LM
2443
Lincluden Management
Ontario, Canada
$787M -$39M -5% 1.11% 56.6% 74 4.05%
MSA
2444
Mason Street Advisors
Wisconsin
$786M +$13.5M +2% 0.11% 32% 13 7.69%
UBV
2445
United Bank (Virginia)
Virginia
$786M -$52.9M -6% 2.46% 76.1% 144 12.5%
UA
2446
Unison Advisors
District of Columbia
$786M -$54M -6% 0.22% 54.6% 190 13.16%
MCM
2447
Mattern Capital Management
Colorado
$785M +$18M +2% 2.34% 31.5% 167 6.59%
CWM
2448
Cabot Wealth Management
Massachusetts
$785M -$2.49M -0.3% 0.18% 69.3% 131 5.34%
TCM
2449
Tensile Capital Management
California
$784M -$179M -19% 14.9% 47.7% 19 15.79%
HMCP
2450
Hook Mill Capital Partners
New York
$783M -$199M -20% 6.7% 149% 53 49.06%