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
CC
2526
Covalis Capital
United Kingdom
$615M +$49.6M +9% 79
RIA
2527
RPG Investment Advisory
California
$614M +$70.3M +13% 87
FMP
2528
Financial Management Professionals
Texas
$614M +$45M +8% 1,094
MAM
2529
Mark Asset Management
New York
$614M +$84.2M +16% 56
SWA
2530
Sax Wealth Advisors
New Jersey
$613M +$105M +21% 196
IFWM
2531
Institute for Wealth Management
Colorado
$613M +$64.9M +12% 491
UWPG
2532
Ullmann Wealth Partners Group
Florida
$613M +$77.3M +14% 105
HCA
2533
Heck Capital Advisors
Wisconsin
$613M +$73.2M +14% 208
AWP
2534
Ascent Wealth Partners
New York
$612M +$69.5M +13% 165
CWP
2535
Curated Wealth Partners
California
$612M +$63.3M +12% 148
ECM
2536
Estabrook Capital Management
New York
$612M +$44.2M +8% 377
LCG
2537
Luxor Capital Group
New York
$611M -$311M -34% 41
CIC
2538
Cornercap Investment Counsel
Georgia
$611M +$61.5M +11% 675
QI
2539
Qtron Investments
Massachusetts
$610M +$85.6M +16% 481
TAM
2540
Third Avenue Management
New York
$609M +$12.8M +2% 60
SP
2541
ShawSpring Partners
Massachusetts
$609M +$11.8M +2% 6
BTWM
2542
Baker Tilly Wealth Management
Wisconsin
$609M +$2.14M +0.4% 496
KCMH
2543
Keywise Capital Management (HK)
Hong Kong
$609M +$5.05M +0.8% 11
FWM
2544
Focused Wealth Management
New York
$608M +$42.1M +7% 1,063
PP
2545
Paloma Partners
Connecticut
$608M +$126M +26% 511
WP
2546
WealthShield Partners
North Carolina
$608M -$56M -8% 517
GLR
2547
Great Lakes Retirement
Ohio
$607M +$52.4M +9% 237
GA
2548
GRS Advisors
Illinois
$606M +$41.1M +7% 37
ECM
2549
Engine Capital Management
New York
$606M +$157M +35% 43
KWM
2550
Keebeck Wealth Management
Illinois
$606M +$31.9M +6% 285