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
KFGK
2576
Keystone Financial Group (Kentucky)
Kentucky
$553M +$593K +0.1% 301
VNA
2577
Valley National Advisers
Pennsylvania
$553M +$4.87M +0.9% 981
PC
2578
Permanens Capital
New York
$552M -$4.97M -0.9% 113
IP
2579
Isthmus Partners
Wisconsin
$551M -$16.6M -3% 271
TPC
2580
Tiger Pacific Capital
New York
$551M -$53.4M -9% 18
KCM
2581
Kathmere Capital Management
Pennsylvania
$551M +$31.6M +6% 151
PP
2582
Pegasus Partners
Wisconsin
$551M +$37.7M +7% 169
SAM
2583
Simplify Asset Management
Nevada
$551M +$123M +29% 32
YIH
2584
Y-Intercept (HK)
Hong Kong
$550M +$157M +40% 1,013
MSAM
2585
Moloney Securities Asset Management
Missouri
$550M +$510K +0.1% 485
RI
2586
RPTC Inc
Wyoming
$550M -$2.39M -0.4% 5
SMH
2587
Sanders Morris Harris
Texas
$550M +$34.8M +7% 341
AWM
2588
Avitas Wealth Management
California
$549M -$12.9M -2% 216
AACP
2589
Advantage Alpha Capital Partners
California
$549M +$29.6M +6% 141
MG
2590
McCutchen Group
Washington
$548M +$2.71M +0.5% 24
PG
2591
Proffitt & Goodson
Tennessee
$548M -$2.49M -0.5% 270
KHLMTHM
2592
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$548M -$17.9M -3% 84
FPCM
2593
Financial Partners Capital Management
New York
$547M +$2.8M +0.5% 121
PDM
2594
Penn Davis McFarland
Texas
$547M -$24.2M -4% 50
BCC
2595
Bain Capital Credit
Massachusetts
$547M +$39M +8% 20
MIM
2596
Manitou Investment Management
Ontario, Canada
$547M -$24M -4% 47
TFO
2597
Tarbox Family Office
California
$546M -$13.2M -2% 1,205
CIM
2598
Cambria Investment Management
California
$546M -$36.2M -6% 274
SC
2599
Slow Capital
California
$546M +$16.7M +3% 186
LWAC
2600
Laurel Wealth Advisors (California)
California
$544M -$227M -29% 518