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
TA
2776
TRB Advisors
New York
$601M +$57.6M +11% 8
LWM
2777
Liberty Wealth Management
California
$600M +$11.4M +2% 247
CCM
2778
Cohen Capital Management
California
$599M -$17.1M -3% 158
CICC
2779
Capital Investment Counsel (Colorado)
Colorado
$599M +$21.4M +4% 132
MSWM
2780
McGlone Suttner Wealth Management
Wisconsin
$599M +$118M +25% 188
PCWA
2781
Pacific Capital Wealth Advisors
California
$599M +$3.85M +0.6% 498
FRM
2782
Foundation Resource Management
Arkansas
$599M -$48.2M -7% 53
RCM
2783
Radnor Capital Management
Pennsylvania
$598M -$74.9M -11% 340
EWA
2784
Evolution Wealth Advisors
Florida
$598M +$43.5M +8% 153
TVAMP
2785
Tennessee Valley Asset Management Partners
Tennessee
$597M -$6.76M -1% 168
NG
2786
Northstar Group
New York
$597M +$23M +4% 163
ESL
2787
Endurance Services Ltd
New York
$597M -$102K -0% 17
PIMC
2788
Praesidium Investment Management Company
New York
$596M +$56.2K +0% 14
TCP
2789
ThornTree Capital Partners
Massachusetts
$596M +$117M +24% 22
MSWMA
2790
Market Street Wealth Management Advisors
Indiana
$596M -$12.5M -2% 98
MCM
2791
Mudrick Capital Management
New York
$596M +$435M +270% 4
KFS
2792
Kurt F. Somerville
$596M -$25.7M -4% 99
BFO
2793
Biltmore Family Office
North Carolina
$595M +$10.8M +2% 284
LOPW
2794
Live Oak Private Wealth
North Carolina
$595M -$21.3M -3% 189
GWS
2795
Glassman Wealth Services
Virginia
$594M +$7.67M +1% 202
NIEF
2796
Nalanda India Equity Fund
Mauritius
$594M -$10.8M -2% 2
BDWCC
2797
B&D White Capital Company
Texas
$594M +$13.4M +2% 92
DCM
2798
Disciplina Capital Management
Tennessee
$593M -$31M -5% 73
CWP
2799
CFM Wealth Partners
Texas
$593M +$20.3M +4% 147
AMBIA
2800
Allen Mooney & Barnes Investment Advisors
Georgia
$593M +$5.38M +0.9% 158