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
GC
2601
Gilbert & Cook
Iowa
$778M +$38.3M +5% 222
SHJ
2602
Sharkey, Howes & Javer
Colorado
$778M +$32.2M +4% 169
IBOK
2603
Independence Bank of Kentucky
Kentucky
$778M +$72.2M +10% 640
DA
2604
Dillon & Associates
Michigan
$778M +$41.1M +6% 78
PPWP
2605
Premier Path Wealth Partners
New Jersey
$777M +$58.6M +8% 400
CFO
2606
CVA Family Office
Colorado
$777M +$65.3M +9% 1,353
DAM
2607
DLD Asset Management
New York
$777M -$67.5M -8% 367
AFA
2608
American Financial Advisors
Georgia
$776M +$60.3M +8% 167
LSPW
2609
Lake Street Private Wealth
Illinois
$776M +$73M +10% 282
AAA
2610
Adams Asset Advisors
Texas
$776M +$64.9M +9% 81
TWP
2611
Triad Wealth Partners
Kansas
$775M +$280M +57% 385
BIG
2612
Brookwood Investment Group
Arizona
$775M +$154M +25% 553
RMC
2613
Resources Management Corp
Connecticut
$774M +$37.3M +5% 431
PWA
2614
Provenance Wealth Advisors
Florida
$774M +$77.5M +11% 445
EAM
2615
EFG Asset Management
Oregon
$773M +$65.6M +9% 182
JPWM
2616
Jamison Private Wealth Management
Georgia
$773M +$76.6M +11% 211
SAM
2617
Silverback Asset Management
North Carolina
$772M +$121M +19% 79
SAM
2618
Southernsun Asset Management
Tennessee
$772M +$59.6M +8% 31
PFC
2619
Phocas Financial Corp
California
$771M +$76M +11% 162
LWL
2620
Leo Wealth LLC
Texas
$771M -$515M -40% 404
WAM
2621
Wallington Asset Management
Indiana
$771M +$60.2M +8% 73
HMP
2622
HS Management Partners
New York
$770M -$456M -37% 25
HWM
2623
Hemington Wealth Management
Virginia
$769M +$78.6M +11% 1,768
TIM
2624
Total Investment Management
Arizona
$769M +$77.2M +11% 905
PAS
2625
Professional Advisory Services
Florida
$768M +$31.1M +4% 93