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
SAM
2651
Synergy Asset Management
Washington
$558M +$54M +11% 177
FPGK
2652
Financial Partners Group (Kansas)
Kansas
$558M +$72.7M +15% 173
MWA
2653
Monograph Wealth Advisors
California
$557M +$51.6M +10% 139
ECM
2654
Exchange Capital Management
Michigan
$557M +$27.2M +5% 186
ZAM
2655
Zevin Asset Management
Massachusetts
$557M +$59.5M +12% 94
HS
2656
Hazelview Securities
Ontario, Canada
$557M +$6.75M +1% 53
CG
2657
Cynosure Group
Utah
$556M +$230M +71% 158
MAP
2658
Moody Aldrich Partners
Massachusetts
$556M +$28.1M +5% 230
SG
2659
StepStone Group
California
$556M +$107M +24% 28
CIAS
2660
CFS Investment Advisory Services
New Jersey
$555M -$72.2M -12% 177
IWA
2661
Inspirion Wealth Advisors
Illinois
$555M +$42.1M +8% 145
SAM
2662
Sompo Asset Management
Japan
$554M +$97.8M +21% 203
GFP
2663
Gryphon Financial Partners
Ohio
$554M +$134M +32% 247
RCM
2664
Redwood Capital Management
New York
$552M +$19.9M +4% 23
TW
2665
TrinityPoint Wealth
Connecticut
$552M +$50M +10% 303
JC
2666
Joho Capital
New York
$552M +$107M +24% 19
TWP
2667
Total Wealth Planning
Ohio
$551M +$62M +13% 92
DA
2668
Dillon & Associates
Michigan
$551M +$31.7M +6% 80
IAM
2669
Iridian Asset Management
Connecticut
$551M +$57.4M +12% 53
CIA
2670
Covington Investment Advisors
Pennsylvania
$551M +$62.9M +13% 77
CFG
2671
Cooper Financial Group
California
$550M +$134M +32% 359
TWM
2672
Tanager Wealth Management
United Kingdom
$550M +$67.5M +14% 87
MSS
2673
Mitchell Sinkler & Starr
Pennsylvania
$550M +$225M +69% 204
JSC
2674
J. Stern & Co
United Kingdom
$549M 36
AGA
2675
Arkos Global Advisors
Texas
$549M +$58.3M +12% 113