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
TAM
2526
TFG Asset Management
Cayman Islands
$548M -$192M -26% 52
IFWM
2527
Institute for Wealth Management
Colorado
$548M -$16.6M -3% 473
KCM
2528
Kingdon Capital Management
New York
$547M -$25.6M -4% 98
WFAG
2529
Wescott Financial Advisory Group
Pennsylvania
$547M -$19M -3% 164
WWM
2530
Windsor Wealth Management
Indiana
$546M -$11M -2% 166
PHP
2531
Parkman Healthcare Partners
Connecticut
$546M -$31.1M -5% 117
SC
2532
Slow Capital
California
$545M -$31.6M -5% 129
PI
2533
Parkside Investments
Illinois
$545M +$8.83M +2% 94
RIA
2534
RPG Investment Advisory
California
$544M -$34.6M -6% 85
CAC
2535
Certified Advisory Corp
Florida
$544M -$3.67K -0% 296
VCM
2536
Vision Capital Management
Oregon
$543M -$42.5M -7% 106
EEP
2537
Edgehill Endowment Partners
Connecticut
$543M -$22.9M -4% 7
AWP
2538
Ascent Wealth Partners
New York
$543M -$24.7M -4% 172
SCM
2539
SKBA Capital Management
California
$542M -$12.6M -2% 80
ACG
2540
Allen Capital Group
Nebraska
$542M -$17.1M -3% 179
MC
2541
McMorgan & Co
California
$541M +$9.26M +2% 52
MC
2542
MIG Capital
California
$540M -$12.6M -2% 17
MCO
2543
MAK Capital One
New York
$540M +$12M +2% 11
HCA
2544
Heck Capital Advisors
Wisconsin
$539M -$41M -7% 194
UIA
2545
UG Investment Advisers
Taiwan
$538M +$351M +188% 24
FPIS
2546
Financial Planning & Information Services
Wisconsin
$537M -$4.82M -0.9% 88
LF
2547
Lee Financial
Texas
$537M -$34.3M -6% 876
GWI
2548
Grace & White Inc
New York
$536M -$7.29M -1% 149
UWPG
2549
Ullmann Wealth Partners Group
Florida
$535M +$36.5M +7% 102
CSPAM
2550
Cary Street Partners Asset Management
Virginia
$535M -$3M -0.6% 209