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
VNA
2576
Valley National Advisers
Pennsylvania
$477M +$39.8M +9% 894
AWA
2577
Arkadios Wealth Advisors
Georgia
$477M +$277M +139% 1,711
RWA
2578
RGT Wealth Advisors
Texas
$477M +$82M +21% 76
JWA
2579
JFS Wealth Advisors
Pennsylvania
$476M +$55.7M +13% 649
CCT
2580
Chemung Canal Trust
New York
$476M +$57M +14% 115
ACA
2581
Atlas Capital Advisors
Wyoming
$476M +$53.4M +13% 661
TWM
2582
Tanglewood Wealth Management
Texas
$476M +$37M +8% 21
NEWAS
2583
N.E.W. Advisory Services
Wisconsin
$476M +$122M +34% 137
ICM
2584
Ionic Capital Management
New York
$475M -$67.7M -12% 318
PC
2585
Permanens Capital
New York
$475M +$186M +64% 133
LWM
2586
Laidlaw Wealth Management
New York
$475M +$250M +111% 361
DGHMC
2587
Dalton, Greiner, Hartman, Maher & Co
New York
$475M -$137M -22% 175
KFP
2588
KMG Fiduciary Partners
Ohio
$474M +$72.3M +18% 156
WAM
2589
Winslow Asset Management
Ohio
$474M +$82.1M +21% 78
AWM
2590
Affinity Wealth Management
Delaware
$474M +$103M +28% 99
QA
2591
Quantitative Advantage
Minnesota
$474M +$64.1M +16% 63
IFAM
2592
Institutional & Family Asset Management
Colorado
$473M +$47.3M +11% 954
MGB
2593
Mass General Brigham
Massachusetts
$473M +$347M +275% 3
RFM
2594
Royal Fund Management
Florida
$472M +$81.2M +21% 189
BS
2595
Boenning & Scattergood
Pennsylvania
$472M +$55.1M +13% 354
MFW
2596
Meristem Family Wealth
Minnesota
$472M +$81.9M +21% 244
SSA
2597
South Street Advisors
New York
$472M +$58.1M +14% 62
GWI
2598
Grace & White Inc
New York
$472M +$83.1M +21% 134
SWPG
2599
Strategic Wealth Partners Group
Illinois
$472M +$58M +14% 59
HIM
2600
Hanlon Investment Management
New Jersey
$472M +$149M +46% 126