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
JE
2701
JMAC Enterprises
Pennsylvania
$626M +$56.5M +10% 181
CCM
2702
Canal Capital Management
Virginia
$626M +$40.4M +7% 159
FAM
2703
Formidable Asset Management
Ohio
$626M +$7.93M +1% 420
ABWM
2704
Alpine Bank Wealth Management
Colorado
$626M 427
BWP
2705
BSW Wealth Partners
Colorado
$625M +$16M +3% 332
AWM
2706
Aprio Wealth Management
Georgia
$625M +$76.3M +14% 300
RFP
2707
Root Financial Partners
California
$625M +$198M +46% 157
OP
2708
ORG Partners
Indiana
$625M -$179M -22% 1,939
OCA
2709
Octagon Capital Advisors
New York
$625M +$18.6M +3% 50
DCM
2710
Disciplina Capital Management
Tennessee
$624M +$20.7M +3% 72
LSPW
2711
Lake Street Private Wealth
Illinois
$624M -$148M -19% 330
NPPM
2712
North Point Portfolio Managers
Ohio
$624M +$55.6M +10% 94
LWANC
2713
Laurel Wealth Advisors (North Carolina)
North Carolina
$622M +$50.9M +9% 754
EWM
2714
Evermay Wealth Management
Virginia
$622M -$1.35M -0.2% 641
KFS
2715
Kurt F. Somerville
$621M +$28M +5% 99
CANC
2716
Culbertson A N & Co
Virginia
$621M +$48.5M +8% 126
TCM
2717
Towercrest Capital Management
Pennsylvania
$621M +$13M +2% 110
GA
2718
Gateway Advisory
New Jersey
$620M +$31.4M +5% 146
DAM
2719
DLD Asset Management
New York
$620M +$193M +45% 83
NEPWA
2720
New England Private Wealth Advisors
Massachusetts
$620M +$46.5M +8% 147
MGM
2721
Manchester Global Management
United Kingdom
$620M +$50.9M +9% 23
OAM
2722
Occidental Asset Management
California
$620M +$49.9M +9% 230
RH
2723
Riverstone Holdings
New York
$619M -$136M -18% 7
SA
2724
Scarborough Advisors
Maryland
$619M +$375M +154% 494
PIM
2725
Parker Investment Management
California
$618M -$9.99M -2% 30