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
CPA
2651
Capital Planning Advisors
California
$648M +$294K +0% 143
FPGK
2652
Financial Partners Group (Kansas)
Kansas
$648M -$37.6M -5% 200
SMH
2653
Sanders Morris Harris
Texas
$647M -$22.5M -3% 311
NEPWA
2654
New England Private Wealth Advisors
Massachusetts
$647M +$15.5M +2% 155
GGH
2655
GCM Grosvenor Holdings
Illinois
$646M -$52.9M -8% 22
PS
2656
Portfolio Strategies
New York
$646M -$58.6M -8% 48
CCMINC
2657
Cardinal Capital Management Inc (North Carolina)
North Carolina
$646M +$8.08M +1% 132
FRM
2658
Fox Run Management
Connecticut
$646M +$94.9M +17% 1,295
BWA
2659
BlueSky Wealth Advisors
North Carolina
$645M +$5.53M +0.9% 75
BT
2660
Brandywine Trust
Delaware
$645M +$10.9M +2% 36
FFM
2661
Fairmount Funds Management
Pennsylvania
$645M -$361M -36% 17
HWM
2662
Hemington Wealth Management
Virginia
$645M +$247M +62% 1,821
SG
2663
Strid Group
Pennsylvania
$644M +$3.44M +0.5% 64
CT
2664
Colonial Trust
South Carolina
$644M -$29.1M -4% 1,360
TFCP
2665
Twin Focus Capital Partners
Massachusetts
$644M -$32.8M -5% 164
CIA
2666
Covington Investment Advisors
Pennsylvania
$643M -$22.9M -3% 73
IWP
2667
IAG Wealth Partners
Wisconsin
$643M +$76.4M +13% 543
TSC
2668
Two Seas Capital
New York
$643M -$203M -24% 34
CC
2669
Crosslink Capital
California
$643M -$75.9M -11% 21
PPWP
2670
Premier Path Wealth Partners
New Jersey
$643M -$13.5M -2% 387
FEG
2671
Financial Enhancement Group
Indiana
$640M -$13.7M -2% 131
IBOK
2672
Independence Bank of Kentucky
Kentucky
$640M -$10.2M -2% 638
IF
2673
Intrua Financial
Texas
$639M +$23.4M +4% 399
AAA
2674
Affinity Asset Advisors
New York
$639M -$1.35M -0.2% 109
LWANC
2675
Laurel Wealth Advisors (North Carolina)
North Carolina
$639M -$1.21M -0.2% 750