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
TWMP
2676
Taylor Wealth Management Partners
Massachusetts
$223M -$26.7M -11% 171
NI
2677
NFC Investments
Tennessee
$223M +$10.3M +5% 42
FC
2678
FIC Capital
New York
$223M +$11.6M +5% 126
BCM
2679
BlueMar Capital Management
Florida
$223M +$15.3M +7% 83
TP
2680
Truvvo Partners
New York
$223M +$28M +14% 129
SG
2681
Strid Group
Pennsylvania
$222M -$16.3M -7% 56
NCMW
2682
Northern Capital Management (Wisconsin)
Wisconsin
$222M -$1.67M -0.7% 157
ZCA
2683
Zeke Capital Advisors
Pennsylvania
$222M +$41.9M +23% 83
FFWA
2684
FRG Family Wealth Advisors
Washington
$222M +$770K +0.3% 128
CWA
2685
Cypress Wealth Advisors
California
$222M +$19.3M +10% 216
RAM
2686
Roanoke Asset Management
New Jersey
$221M +$5.68M +3% 106
CBN
2687
Cadence Bank NA
Texas
$221M +$18.2M +9% 139
FPCP
2688
Fort Point Capital Partners
California
$221M +$14.6M +7% 158
UF
2689
Univest Financial
Pennsylvania
$221M +$1.52M +0.7% 95
JCM
2690
JD Capital Management
Connecticut
$221M +$137M +165% 22
CS
2691
Credential Securities
$221M +$28.1M +15% 265
CL
2692
Chubb Ltd
Switzerland
$221M -$10.8M -5% 26
PAS
2693
Point72 Asia (Singapore)
Singapore
$220M +$15.6M +8% 28
IMIM
2694
Irving Magee Investment Management
Pennsylvania
$220M +$15.2M +7% 53
CPA
2695
Cowen Prime Advisors
New York
$220M +$14.4M +7% 282
MCM
2696
McRae Capital Management
New Jersey
$220M +$3.81M +2% 102
CC
2697
Corsair Capital
New York
$220M +$23.1M +12% 3
CIA
2698
Covington Investment Advisors
Pennsylvania
$220M -$6.81M -3% 88
MHS
2699
M Holdings Securities
Oregon
$219M +$24.1M +12% 269
RCP
2700
Rothschild Capital Partners
New York
$219M +$30.6M +16% 80