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
QI
2476
Qtron Investments
Massachusetts
$692M -$13.9M -2% 507
MSAM
2477
Moloney Securities Asset Management
Missouri
$692M +$28.1M +4% 519
CFFP
2478
Center for Financial Planning
Michigan
$692M +$22.7M +3% 634
TCOT
2479
Trust Company of Toledo
Ohio
$691M +$51.8M +8% 237
EBSAM
2480
Eubel Brady & Suttman Asset Management
Ohio
$691M -$94.8M -12% 99
WCM
2481
Wallace Capital Management
Texas
$690M -$43M -6% 81
SNB
2482
Security National Bank
Nebraska
$689M +$28.1M +4% 295
DA
2483
Dillon & Associates
Michigan
$688M +$51.3M +8% 83
RMC
2484
Resources Management Corp
Connecticut
$687M +$2.78M +0.4% 451
SWA
2485
Strategies Wealth Advisors
Michigan
$687M +$36.6M +6% 101
GIP
2486
Greatmark Investment Partners
Georgia
$686M -$18.1M -3% 129
ANRF
2487
Adams Natural Resources Fund
Maryland
$685M -$23.7M -3% 55
MWA
2488
Monograph Wealth Advisors
California
$684M +$3.08M +0.5% 163
GC
2489
Gilbert & Cook
Iowa
$684M -$49.7M -7% 229
LP
2490
LGL Partners
Pennsylvania
$684M +$87.1M +15% 120
AIA
2491
Arbor Investment Advisors
North Carolina
$684M +$820K +0.1% 115
AWP
2492
Ascent Wealth Partners
New York
$683M +$9.4M +1% 167
GGH
2493
GCM Grosvenor Holdings
Illinois
$683M +$27.2M +4% 22
AWM
2494
Avitas Wealth Management
California
$683M +$24.6M +4% 213
AI
2495
Aperture Investors
New York
$683M -$98.5M -13% 92
BFC
2496
Bedel Financial Consulting
Indiana
$682M +$44.9M +7% 259
KWM
2497
Keebeck Wealth Management
Illinois
$682M +$1.88M +0.3% 287
LG
2498
LaFleur & Godfrey
Michigan
$682M +$5.99M +0.9% 141
CSPAM
2499
Cary Street Partners Asset Management
Virginia
$681M +$36.1M +6% 210
MA
2500
MONECO Advisors
Connecticut
$680M +$50.5M +8% 450