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
CPI
3051
Crestview Partners II
New York
$513M -$77.9M -13% 3
KJHP
3052
K.J. Harrison & Partners
Ontario, Canada
$512M -$126M -20% 218
HFS
3053
Hughes Financial Services
Virginia
$511M +$24.5M +5% 1,072
RRWA
3054
Rainey & Randall Wealth Advisors
Florida
$511M +$6.64M +1% 76
SPG
3055
Strategic Planning Group
Utah
$511M -$33.2M -6% 82
IP
3056
Ignite Planners
California
$511M +$55M +12% 342
AI
3057
AdvisorShares Investments
Maryland
$511M -$7.65M -1% 336
CP
3058
Centerbridge Partners
New York
$510M +$42.3M +9% 9
MAM
3059
Marotta Asset Management
Virginia
$509M +$31.4M +7% 114
AWM
3060
Adams Wealth Management
Utah
$509M -$13.5M -3% 159
CF
3061
Convergence Financial
Missouri
$509M +$7.83M +2% 182
SC
3062
Schoolcraft Capital
Colorado
$509M +$29.8M +6% 74
SHFA
3063
SC&H Financial Advisors
Maryland
$508M +$24.3M +5% 152
SCM
3064
Stanley Capital Management
Texas
$508M -$5.42M -1% 39
SFG
3065
SevenBridge Financial Group
Pennsylvania
$508M -$20.4M -4% 232
TPM
3066
Triasima Portfolio Management
Quebec, Canada
$508M -$7.12M -1% 170
OCA
3067
Octagon Capital Advisors
New York
$508M -$79.7M -14% 38
BMM
3068
Buffington Mohr McNeal
Idaho
$507M -$96M -16% 141
OC
3069
Oakmont Corp
California
$507M -$65.1M -11% 31
FA
3070
Financial Advisors
Massachusetts
$507M -$14.5M -3% 83
W
3071
WPWealth
Texas
$506M +$17M +3% 96
B
3072
Bellecapital
Switzerland
$506M -$59.8M -11% 162
FRGX
3073
First Reserve GP XIII
Connecticut
$505M +$48.3M +11% 2
SGA
3074
Strategic Global Advisors
California
$505M -$41.8M -8% 152
GSEP
3075
Golden State Equity Partners
California
$505M -$18.1M -3% 477