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
ARAM
2576
Ardmore Road Asset Management
New York
$686M -$89.8M -12% 53
KWMG
2577
King Wealth Management Group
Florida
$686M +$43.8M +7% 165
AWM
2578
Aprio Wealth Management
Georgia
$685M +$60.1M +10% 330
FPGK
2579
Financial Partners Group (Kansas)
Kansas
$685M +$9.71M +1% 201
FSA
2580
Fort Sheridan Advisors
Illinois
$685M +$26M +4% 264
FAM
2581
Flaharty Asset Management
Florida
$685M -$26.3M -4% 454
CC
2582
Covalis Capital
United Kingdom
$684M +$13.9M +2% 86
NAS
2583
NWF Advisory Services
California
$682M -$5.32M -0.8% 423
DLP
2584
De Lisle Partners
United Kingdom
$682M +$65.2M +11% 203
LIA
2585
LS Investment Advisors
Michigan
$682M +$5.13M +0.8% 141
AGA
2586
Arkos Global Advisors
Texas
$682M -$8.33M -1% 137
BWP
2587
BSW Wealth Partners
Colorado
$681M +$55.8M +9% 325
KPF
2588
K2 Principal Fund
Ontario, Canada
$681M +$79.7M +13% 382
RWP
2589
Revolve Wealth Partners
New Jersey
$681M +$26.4M +4% 229
VCM
2590
Vision Capital Management
Oregon
$681M -$28.9M -4% 134
SCM
2591
Simcoe Capital Management
New York
$680M -$81.9M -11% 18
TAMH
2592
Taikang Asset Management (HK)
Hong Kong
$680M -$269M -28% 121
BEAM
2593
Baker Ellis Asset Management
Washington
$680M -$27.1M -4% 230
JGUA
2594
John G. Ullman & Associates
New York
$680M -$15.9M -2% 185
ZAM
2595
Zevin Asset Management
Massachusetts
$679M +$32.8M +5% 89
QWM
2596
Quadcap Wealth Management
Texas
$679M +$39.8M +6% 409
GKFF
2597
George Kaiser Family Foundation
Oklahoma
$679M +$24.5M +4% 19
DFCM
2598
Dark Forest Capital Management
Puerto Rico
$678M -$104M -13% 1,351
CIG
2599
Cullen Investment Group
Louisiana
$678M +$7.32M +1% 186
DOA
2600
D'Orazio & Associates
Virginia
$678M -$24.8M -4% 261