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
CCM
2776
Coerente Capital Management
Ontario, Canada
$529M +$46.3M +10% 40
SVWAG
2777
Sound View Wealth Advisors Group
Georgia
$529M +$50.3M +11% 303
RAM
2778
Rempart Asset Management
Canada
$528M +$52.9M +11% 41
SWP
2779
Strategic Wealth Partners
Ohio
$528M +$187M +55% 309
FA
2780
Fagan Associates
New York
$527M +$67M +15% 135
MFG
2781
Magnus Financial Group
New York
$526M +$53.9M +11% 277
BFO
2782
Biltmore Family Office
North Carolina
$526M +$112M +27% 239
FA
2783
Faithward Advisors
Pennsylvania
$526M +$11.2M +2% 302
CPA
2784
Capital Planning Advisors
California
$525M +$43.1M +9% 161
NG
2785
Newmark Group
New York
$525M 1
FAAM
2786
First Ascent Asset Management
Colorado
$524M +$74M +16% 35
ACG
2787
Allen Capital Group
Nebraska
$524M +$34.6M +7% 165
LJAC
2788
L.J. Altfest & Co
New York
$524M +$46.9M +10% 283
BCM
2789
Brasada Capital Management
Texas
$524M +$13.1M +3% 164
GBT
2790
Grove Bank & Trust
Florida
$524M +$48.3M +10% 240
PC
2791
PM Capital
Australia
$524M -$9.06M -2% 14
BAM
2792
Bayview Asset Management
Florida
$523M -$33.7M -6% 14
STCG
2793
Speece Thorson Capital Group
Minnesota
$523M +$45.7M +10% 48
PVH
2794
Psagot Value Holdings
Israel
$523M -$57.5M -10% 478
ERIC
2795
Eagle Rock Investment Company
Georgia
$523M 104
PP
2796
PDS Planning
Ohio
$523M +$89.2M +21% 232
AIA
2797
AGF Investments America
Ontario, Canada
$522M +$42.4M +9% 75
TCM
2798
Thames Capital Management
New Jersey
$522M +$63.7M +14% 60
NWM
2799
NEIRG Wealth Management
Massachusetts
$522M 126
TWP
2800
TFO Wealth Partners
Ohio
$521M +$15.5M +3% 211