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
IFWM
2501
Institute for Wealth Management
Colorado
$499M +$66M +15% 451
LA
2502
LVW Advisors
New York
$499M +$47.5M +11% 221
VCM
2503
V3 Capital Management
Texas
$498M +$74.4M +18% 17
NAM
2504
NTV Asset Management
West Virginia
$497M +$76M +18% 219
RC
2505
RBO & Co
California
$497M +$46.9M +10% 59
RIA
2506
RPG Investment Advisory
California
$497M +$88.5M +22% 379
CAM
2507
Columbia Asset Management
Michigan
$496M +$59.8M +14% 178
PO
2508
Private Ocean
California
$496M +$68.8M +16% 576
PCA
2509
Private Capital Advisors
Connecticut
$496M +$65.1M +15% 113
CIPU
2510
Caledonia Investments plc (UK)
United Kingdom
$495M +$5.52M +1% 12
PIM
2511
Parker Investment Management
California
$495M +$55.5M +13% 40
SFM
2512
Signet Financial Management
New Jersey
$494M +$42.2M +9% 237
ACP
2513
Aviance Capital Partners
Florida
$494M +$50M +11% 264
CA
2514
Cornerstone Advisory
Maryland
$494M +$65.4M +15% 217
AWM
2515
Avitas Wealth Management
California
$494M +$135M +38% 228
RPC
2516
Rossmore Private Capital
Connecticut
$493M +$67.7M +16% 207
AGM
2517
Alpine Global Management
New York
$493M +$11.2M +2% 375
IP
2518
Isthmus Partners
Wisconsin
$493M +$64.7M +15% 148
SGK
2519
Steigerwald Gordon & Koch
Virginia
$493M +$70.1M +17% 103
DW
2520
Domani Wealth
Pennsylvania
$492M +$36.9M +8% 124
CC
2521
Callan Capital
California
$492M +$46M +10% 83
AWA
2522
Alaska Wealth Advisors
Alaska
$490M +$36.7M +8% 58
CFG
2523
Cooper Financial Group
California
$490M +$144M +42% 306
KHCM
2524
Kettle Hill Capital Management
New York
$490M +$67.7M +16% 66
NI
2525
Natural Investments
California
$490M +$180M +58% 4