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
CWP
2751
Concord Wealth Partners
Virginia
$609M -$1.62M -0.3% 993
AO
2752
Allen Operations
New York
$608M -$22.7M -4% 31
PG
2753
Proffitt & Goodson
Tennessee
$608M +$4.88M +0.8% 275
PCOC
2754
Power Corp of Canada
Canada
$607M -$32.8M -5% 1
IC
2755
Inscription Capital
Texas
$607M 341
UFF
2756
USA Financial Formulas
Michigan
$606M -$30.8M -5% 379
FM
2757
Family Management
New York
$606M -$11.6M -2% 226
MTWSIF
2758
Mivtachim The Workers Social Insurance Fund
Israel
$605M +$18.7M +3% 42
RH
2759
Riverstone Holdings
New York
$605M -$28.6M -5% 6
BCM
2760
Bayesian Capital Management
New York
$604M -$213M -26% 1,036
CICC
2761
Capital Investment Counsel (Colorado)
Colorado
$604M +$5.23M +0.9% 124
GEA
2762
Glen Eagle Advisors
New Jersey
$604M +$1.31M +0.2% 1,127
FAC
2763
Financial Advisory Corporation
Michigan
$604M +$31.1M +5% 48
FAN
2764
Financial Advisors Network
California
$603M +$1.9M +0.3% 216
SWA
2765
Serenus Wealth Advisors
California
$603M +$27.1M +5% 66
IVAV
2766
Index Venture Associates VI
Jersey
$602M +$63.1M +12% 1
DLP
2767
De Lisle Partners
United Kingdom
$602M -$80M -12% 196
EAM
2768
EFG Asset Management
Oregon
$602M -$131M -18% 196
TFO
2769
Tarbox Family Office
California
$602M -$4.67M -0.8% 110
LA
2770
Lifeworks Advisors
Michigan
$601M +$47.6M +9% 341
ACP
2771
Aveo Capital Partners
Colorado
$601M -$312M -34% 354
CCM
2772
Callodine Capital Management
Massachusetts
$601M +$117M +24% 50
MHS
2773
M Holdings Securities
Oregon
$601M -$19.2M -3% 153
SSCM
2774
Summit Street Capital Management
New York
$601M -$37.3M -6% 30
SPIA
2775
Strategic Point Investment Advisors
Rhode Island
$600M -$13.2M -2% 35