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
IAS
2951
IMA Advisory Services
Colorado
$408M +$51.5M +14% 328
PCH
2952
PGIM Custom Harvest
New Jersey
$408M +$104M +34% 216
LOPW
2953
Live Oak Private Wealth
North Carolina
$407M +$50.7M +14% 159
SG
2954
Strid Group
Pennsylvania
$407M +$35.7M +10% 38
TOGEPT
2955
Trustees of General Electric Pension Trust
Connecticut
$407M +$72.2M +22% 1
CSPAM
2956
Cary Street Partners Asset Management
Virginia
$406M +$67.5M +20% 182
RWA
2957
Redhawk Wealth Advisors
Minnesota
$406M +$15.6M +4% 267
ANRF
2958
Adams Natural Resources Fund
Maryland
$406M +$75.6M +23% 57
WAG
2959
Winthrop Advisory Group
Massachusetts
$406M +$23.3M +6% 145
SLT
2960
St Louis Trust
Missouri
$406M +$59.1M +17% 96
IWA
2961
IBEX Wealth Advisors
New Jersey
$405M +$22.6M +6% 127
MWM
2962
Madison Wealth Management
Ohio
$405M +$31.7M +8% 145
MIP
2963
Marietta Investment Partners
Wisconsin
$405M +$12.9M +3% 174
RA
2964
RR Advisors
Texas
$405M +$61.1M +18% 22
SW
2965
SlateStone Wealth
Florida
$405M +$3.74M +0.9% 181
MCM
2966
McRae Capital Management
New Jersey
$404M +$55.2M +16% 109
CA
2967
Cumberland Advisors
Florida
$403M +$130M +48% 65
1WA
2968
180 Wealth Advisors
Washington
$403M +$56.7M +16% 367
HFM
2969
Hartford Financial Management
Connecticut
$403M +$26.5M +7% 397
CA
2970
Crewe Advisors
Utah
$403M +$153M +61% 498
FNC
2971
First National Corp
Massachusetts
$403M +$35.9M +10% 156
DWM
2972
Dorchester Wealth Management
Quebec, Canada
$403M +$24.8M +7% 162
KNW
2973
Kesler Norman & Wride
Utah
$403M +$43.8M +12% 154
PCG
2974
Private Capital Group
Connecticut
$403M -$140M -26% 2,304
SONJCPFE
2975
State of New Jersey Common Pension Fund E
New Jersey
$402M +$10.5M +3% 3