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
HWM
3026
Hohimer Wealth Management
Washington
$514M -$17.8M -3% 284
CCM
3027
Coerente Capital Management
Ontario, Canada
$513M -$22.8M -4% 42
CI
3028
CacheTech Inc
Utah
$513M -$20.3M -4% 173
TI
3029
Think Investments
California
$513M +$58.2M +13% 23
CPI
3030
Crestview Partners II
New York
$513M -$77.9M -13% 3
KJHP
3031
K.J. Harrison & Partners
Ontario, Canada
$512M -$126M -20% 218
HFS
3032
Hughes Financial Services
Virginia
$511M +$24.5M +5% 1,072
RRWA
3033
Rainey & Randall Wealth Advisors
Florida
$511M +$6.64M +1% 76
SPG
3034
Strategic Planning Group
Utah
$511M -$33.2M -6% 82
IP
3035
Ignite Planners
California
$511M +$55M +12% 342
AI
3036
AdvisorShares Investments
Maryland
$511M -$7.65M -1% 336
CP
3037
Centerbridge Partners
New York
$510M +$42.3M +9% 9
MAM
3038
Marotta Asset Management
Virginia
$509M +$31.4M +7% 114
AWM
3039
Adams Wealth Management
Utah
$509M -$13.5M -3% 159
CF
3040
Convergence Financial
Missouri
$509M +$7.83M +2% 182
SC
3041
Schoolcraft Capital
Colorado
$509M +$29.8M +6% 74
SHFA
3042
SC&H Financial Advisors
Maryland
$508M +$24.3M +5% 152
SCM
3043
Stanley Capital Management
Texas
$508M -$5.42M -1% 39
SFG
3044
SevenBridge Financial Group
Pennsylvania
$508M -$20.4M -4% 232
TPM
3045
Triasima Portfolio Management
Quebec, Canada
$508M -$7.12M -1% 170
OCA
3046
Octagon Capital Advisors
New York
$508M -$79.7M -14% 38
BMM
3047
Buffington Mohr McNeal
Idaho
$507M -$96M -16% 141
OC
3048
Oakmont Corp
California
$507M -$65.1M -11% 31
FA
3049
Financial Advisors
Massachusetts
$507M -$14.5M -3% 83
W
3050
WPWealth
Texas
$506M +$17M +3% 96