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
MWA
2476
Monograph Wealth Advisors
California
$756M -$12.1M -2% 116
CC
2477
Clearline Capital
New York
$755M -$375M -33% 156
PFBT
2478
Parkside Financial Bank & Trust
Missouri
$755M +$39M +5% 2,220
NPCM
2479
North Peak Capital Management
New York
$755M +$43.7M +6% 8
SP
2480
ShawSpring Partners
Massachusetts
$755M -$36.7M -5% 12
RWA
2481
River Wealth Advisors
Pennsylvania
$754M +$4.22M +0.6% 222
HFS
2482
Heritage Financial Services
Massachusetts
$753M +$894K +0.1% 125
A
2483
AlphaQuest
New York
$753M -$371M -33% 2,090
QCM
2484
Qsemble Capital Management
New York
$751M +$208M +38% 560
PHP
2485
Parkman Healthcare Partners
Connecticut
$751M -$32.5M -4% 104
MBTD
2486
Mechanics Bank - Trust Department
California
$750M -$854K -0.1% 223
DBG
2487
De Burlo Group
Massachusetts
$749M -$62.8M -8% 84
CFFP
2488
Center for Financial Planning
Michigan
$749M +$12.3M +2% 700
PAMG
2489
Patton Albertson Miller Group
Tennessee
$747M +$13.2M +2% 233
VCM
2490
Valiant Capital Management
California
$747M +$15.8M +2% 37
MGAM
2491
McGowan Group Asset Management
Texas
$747M -$12.1M -2% 140
ICA
2492
Infrastructure Capital Advisors
New York
$747M +$37.9M +5% 160
2
2493
2Xideas
Switzerland
$747M +$4.4M +0.6% 61
AAM
2494
ACK Asset Management
Connecticut
$746M -$62.8M -8% 25
HIGP
2495
Hill Investment Group Partners
Missouri
$746M +$27.3M +4% 87
RIA
2496
RPG Investment Advisory
California
$746M +$45.6M +7% 87
IWS
2497
Insight Wealth Strategies
California
$746M -$13.6M -2% 179
PFGIA
2498
Patriot Financial Group Insurance Agency
Massachusetts
$745M +$1.43M +0.2% 532
MSAM
2499
Moloney Securities Asset Management
Missouri
$745M -$509K -0.1% 533
ACM
2500
AH Capital Management
California
$745M -$393M -34% 14