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
KWM
2801
KFG Wealth Management
Indiana
$693M +$70.5M +11% 210
SOCM
2802
SR One Capital Management
Pennsylvania
$691M +$230M +50% 13
UOTTAIMCU
2803
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$691M +$55.2M +9% 245
LAM
2804
L2 Asset Management
Massachusetts
$691M +$80.2M +13% 404
SCM
2805
Silverarc Capital Management
Massachusetts
$691M +$202M +41% 91
SCM
2806
Simcoe Capital Management
New York
$690M +$4.47M +0.7% 29
CWP
2807
CFM Wealth Partners
Texas
$689M +$60.5M +10% 152
TAM
2808
TFG Asset Management
Cayman Islands
$689M +$134M +24% 48
SFC
2809
Strategic Financial Concepts
Texas
$688M -$22.7M -3% 325
CG
2810
Castellan Group
Kentucky
$688M +$145M +27% 38
CG
2811
CFO4Life Group
Texas
$688M +$48.5M +8% 244
JPMIA
2812
J.P. Marvel Investment Advisors
Massachusetts
$688M +$66.9M +11% 66
SAM
2813
Smithbridge Asset Management
Pennsylvania
$688M +$116M +20% 155
DCM
2814
Dimension Capital Management
Florida
$688M +$49.5M +8% 115
ZAM
2815
Zevin Asset Management
Massachusetts
$687M -$7.75M -1% 99
NG
2816
Northstar Group
New York
$687M +$39.1M +6% 169
SCA
2817
Summit Creek Advisors
Minnesota
$686M -$32.5M -5% 71
ECM
2818
Estabrook Capital Management
New York
$686M +$36.4M +6% 336
IIC
2819
Ironwood Investment Counsel
Arizona
$686M +$38.7M +6% 273
CA
2820
Claro Advisors
Massachusetts
$685M +$79.6M +13% 417
BBP
2821
Banco BTG Pactual
Brazil
$684M +$193M +39% 226
CBT
2822
Crews Bank & Trust
Florida
$683M +$48M +8% 660
AWM
2823
Affinity Wealth Management
Delaware
$683M +$57.2M +9% 116
BSSFA
2824
Baron Silver Stevens Financial Advisors
Florida
$683M +$58.7M +9% 152
LWA
2825
Lineweaver Wealth Advisors
Ohio
$683M +$49.6M +8% 174