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
2726
Capital Planning Advisors
California
$584M +$15M +3% 145
EC
2727
Engaged Capital
California
$584M -$33.2M -5% 12
VCM
2728
Virtue Capital Management
Tennessee
$584M +$27.2M +5% 425
AMCI
2729
Al Mehwar Commercial Investments
United Arab Emirates
$583M +$52.6M +10% 1
TAM
2730
Third Avenue Management
New York
$583M -$43.7M -7% 60
MSWMA
2731
Market Street Wealth Management Advisors
Indiana
$583M +$13.4M +2% 93
RFA
2732
Rollins Financial Advisors
New York
$582M +$51.4M +10% 129
DS
2733
Dudley & Shanley
Florida
$582M -$10.7M -2% 37
NCM
2734
Northside Capital Management
Oregon
$582M +$21M +4% 116
LOPW
2735
Live Oak Private Wealth
North Carolina
$582M +$3.88M +0.7% 176
SRFM
2736
Shannon River Fund Management
New York
$581M +$132M +29% 27
CCM
2737
Cohen Capital Management
California
$581M +$13.3M +2% 146
GWA
2738
Gratus Wealth Advisors
Virginia
$580M +$35.6M +7% 140
AP
2739
Advisors Preferred
Maryland
$578M -$15.8M -3% 246
EAM
2740
EFG Asset Management
Oregon
$577M -$2.12M -0.4% 208
AGM
2741
Alpine Global Management
New York
$575M +$58.8M +11% 556
CPCM
2742
Cardinal Point Capital Management
Ontario, Canada
$575M +$49.2M +9% 78
FI
2743
Fractal Investments
Connecticut
$575M +$23.9M +4% 89
AI
2744
AdvisorShares Investments
Maryland
$574M -$19M -3% 346
SCM
2745
Sirios Capital Management
Massachusetts
$574M +$43.6M +8% 69
NEPWA
2746
New England Private Wealth Advisors
Massachusetts
$573M +$4.42M +0.8% 143
CCG
2747
Chatham Capital Group
Georgia
$573M +$28M +5% 198
CANC
2748
Culbertson A N & Co
Virginia
$573M -$6.66M -1% 123
SJIC
2749
St. James Investment Company
Texas
$572M -$41.6M -7% 26
FA
2750
Fagan Associates
New York
$572M +$37.9M +7% 127