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
RIA
2476
RPG Investment Advisory
California
$847M +$42.6M +5% 87
GWWM
2477
Great Waters Wealth Management
Minnesota
$846M +$77.6M +10% 117
KWM
2478
Keebeck Wealth Management
Illinois
$846M +$83.5M +11% 377
BCA
2479
Bay Colony Advisors
Massachusetts
$845M +$121M +17% 555
GFG
2480
Goldstone Financial Group
Illinois
$845M +$88.1M +12% 227
BG
2481
BDF Gestion
France
$845M -$48.5M -5% 147
SDWMA
2482
Schneider Downs Wealth Management Advisors
Pennsylvania
$843M +$174M +26% 153
ECM
2483
Engine Capital Management
New York
$842M +$369M +78% 30
ACP
2484
Aviance Capital Partners
Florida
$842M +$76.9M +10% 375
SFA
2485
Souders Financial Advisors
Ohio
$841M +$55.2M +7% 211
VCM
2486
Violich Capital Management
California
$840M +$130M +18% 112
CIG
2487
Capricorn Investment Group
California
$840M +$230M +38% 5
MSAM
2488
Moloney Securities Asset Management
Missouri
$840M +$31.4M +4% 552
ACS
2489
Archford Capital Strategies
Illinois
$840M +$57.9M +7% 347
NCM
2490
Nelson Capital Management
California
$840M +$83.3M +11% 110
CAM
2491
Claret Asset Management
Quebec, Canada
$839M +$67M +9% 447
NG
2492
Novem Group
New York
$839M +$51.3M +7% 427
UBV
2493
United Bank (Virginia)
Virginia
$839M +$3.7M +0.4% 142
WMN
2494
Wealth Management Nebraska
Nebraska
$839M +$99.2M +13% 95
SGCA
2495
Steel Grove Capital Advisors
Tennessee
$838M -$5.51M -0.7% 178
AO
2496
Allen Operations
New York
$838M +$111M +15% 37
AWM
2497
Absher Wealth Management
North Carolina
$837M +$30M +4% 92
TCM
2498
Tran Capital Management
California
$837M -$13M -2% 74
CCG
2499
Cypress Capital Group
Florida
$836M +$32.8M +4% 233
PSCM
2500
Per Stirling Capital Management
Texas
$836M +$70.2M +9% 303