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
EAM
2751
EFG Asset Management
Oregon
$602M -$131M -18% 196
TFO
2752
Tarbox Family Office
California
$602M -$4.67M -0.8% 110
LA
2753
Lifeworks Advisors
Michigan
$601M +$47.6M +9% 341
ACP
2754
Aveo Capital Partners
Colorado
$601M -$312M -34% 354
CCM
2755
Callodine Capital Management
Massachusetts
$601M +$117M +24% 50
MHS
2756
M Holdings Securities
Oregon
$601M -$19.2M -3% 153
SSCM
2757
Summit Street Capital Management
New York
$601M -$37.3M -6% 30
SPIA
2758
Strategic Point Investment Advisors
Rhode Island
$600M -$13.2M -2% 35
KCPG
2759
Kavar Capital Partners Group
Kansas
$600M +$8.26M +1% 190
SJIC
2760
St. James Investment Company
Texas
$600M +$20.9M +4% 33
HPA
2761
High Probability Advisors
New York
$600M +$41.8M +7% 56
FA
2762
Fagan Associates
New York
$600M -$29.9M -5% 136
CCG
2763
Chatham Capital Group
Georgia
$599M -$8.67M -1% 203
BRIM
2764
Broad Run Investment Management
Virginia
$599M -$137M -19% 25
EWA
2765
Evolution Wealth Advisors
Florida
$599M +$1.16M +0.2% 158
CBT
2766
Central Bank & Trust
Kentucky
$599M -$62.1M -9% 189
FAM
2767
Formidable Asset Management
Ohio
$598M -$10.7M -2% 409
LFA
2768
Legacy Financial Advisors
Kentucky
$598M -$6.91M -1% 380
GWS
2769
Glassman Wealth Services
Virginia
$598M +$3.38M +0.6% 218
CCM
2770
Canal Capital Management
Virginia
$597M -$20.3M -3% 188
AMCI
2771
Al Mehwar Commercial Investments
United Arab Emirates
$597M -$97.1M -14% 2
MA
2772
Madrone Advisors
California
$597M +$72.2M +14% 6
EFG
2773
Embree Financial Group
Illinois
$597M +$11.5M +2% 211
RCM
2774
Radnor Capital Management
Pennsylvania
$597M -$1.52M -0.3% 328
PC
2775
Pier Capital
Connecticut
$597M -$104M -15% 131