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
AWM
2576
Aprio Wealth Management
Georgia
$685M +$60.1M +10% 330
FPGK
2577
Financial Partners Group (Kansas)
Kansas
$685M +$9.71M +1% 201
FSA
2578
Fort Sheridan Advisors
Illinois
$685M +$26M +4% 264
FAM
2579
Flaharty Asset Management
Florida
$685M -$26.3M -4% 454
CC
2580
Covalis Capital
United Kingdom
$684M +$13.9M +2% 86
NAS
2581
NWF Advisory Services
California
$682M -$5.32M -0.8% 423
DLP
2582
De Lisle Partners
United Kingdom
$682M +$65.2M +11% 203
LIA
2583
LS Investment Advisors
Michigan
$682M +$5.13M +0.8% 141
AGA
2584
Arkos Global Advisors
Texas
$682M -$8.33M -1% 137
BWP
2585
BSW Wealth Partners
Colorado
$681M +$55.8M +9% 325
KPF
2586
K2 Principal Fund
Ontario, Canada
$681M +$79.7M +13% 382
RWP
2587
Revolve Wealth Partners
New Jersey
$681M +$26.4M +4% 229
VCM
2588
Vision Capital Management
Oregon
$681M -$28.9M -4% 134
SCM
2589
Simcoe Capital Management
New York
$680M -$81.9M -11% 18
TAMH
2590
Taikang Asset Management (HK)
Hong Kong
$680M -$269M -28% 121
BEAM
2591
Baker Ellis Asset Management
Washington
$680M -$27.1M -4% 230
JGUA
2592
John G. Ullman & Associates
New York
$680M -$15.9M -2% 185
ZAM
2593
Zevin Asset Management
Massachusetts
$679M +$32.8M +5% 89
QWM
2594
Quadcap Wealth Management
Texas
$679M +$39.8M +6% 409
GKFF
2595
George Kaiser Family Foundation
Oklahoma
$679M +$24.5M +4% 19
DFCM
2596
Dark Forest Capital Management
Puerto Rico
$678M -$104M -13% 1,351
CIG
2597
Cullen Investment Group
Louisiana
$678M +$7.32M +1% 186
DOA
2598
D'Orazio & Associates
Virginia
$678M -$24.8M -4% 261
JPWM
2599
Jamison Private Wealth Management
Georgia
$677M +$20.4M +3% 504
TFCP
2600
Twin Focus Capital Partners
Massachusetts
$677M +$42.6M +7% 156