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
ORPU
2901
Orion Resource Partners (USA)
New York
$400M 3
CFMC
2902
Curbstone Financial Management Corp
New Hampshire
$400M -$2.42M -0.6% 182
JAG
2903
Journey Advisory Group
Kentucky
$400M +$7.77M +2% 245
DW
2904
Domani Wealth
Pennsylvania
$400M +$58.5M +17% 118
AAMA
2905
Advanced Asset Management Advisors
Ohio
$400M +$34.3M +9% 246
DWA
2906
Divergent Wealth Advisors
Utah
$399M +$29.3M +8% 31
VCM
2907
Vector Capital Management
California
$399M +$85.5M +27% 6
CI
2908
CPMG Inc
Texas
$398M -$112M -22% 4
SWM
2909
Sugarloaf Wealth Management
Georgia
$398M +$7.8M +2% 901
ISB
2910
Iowa State Bank
Iowa
$398M +$46.4M +13% 127
TC
2911
Tetrad Corporation
Nebraska
$397M +$46.9M +13% 3
EWA
2912
Evolution Wealth Advisors
Florida
$397M +$32.1M +9% 130
PSP
2913
Principal Street Partners
Tennessee
$397M +$21.7M +6% 247
HCM
2914
Huber Capital Management
California
$396M +$39.6M +11% 108
IA
2915
Inspire Advisors
Idaho
$396M +$32M +9% 212
MTC
2916
Matrix Trust Company
Colorado
$395M +$44.3M +13% 51
HFS
2917
Heritage Financial Services
Massachusetts
$395M +$230M +140% 79
AAP
2918
Ardsley Advisory Partners
Connecticut
$395M +$16.1M +4% 132
SC
2919
Sagefield Capital
Texas
$394M +$79M +25% 151
LS
2920
Liquid Strategies
Georgia
$394M +$6.57M +2% 8
YWP
2921
YorkBridge Wealth Partners
New York
$394M +$6.33M +2% 286
PFG
2922
PAX Financial Group
Texas
$394M +$2.79M +0.7% 218
SAM
2923
Strategy Asset Managers
California
$394M +$25.3M +7% 254
HI
2924
Human Investing
Oregon
$393M +$796K +0.2% 117
AGA
2925
Arkos Global Advisors
Texas
$392M +$57.6M +17% 98