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
CWP
3226
Concord Wealth Partners
Virginia
$352M +$19.9M +6% 1,276
HWM
3227
HFR Wealth Management
New York
$352M +$7.64M +2% 64
NCM
3228
Nelson Capital Management
California
$352M +$11.4M +3% 93
WIS
3229
Wright Investors Service
Connecticut
$352M +$2.99M +0.9% 160
CWM
3230
Cranbrook Wealth Management
Michigan
$352M -$15.5M -4% 308
ROC
3231
Running Oak Capital
Minnesota
$351M +$10.9M +3% 62
GAM
3232
Gould Asset Management
California
$351M +$18.3M +6% 162
PFM
3233
Patton Fund Management
Texas
$350M +$8.55M +3% 233
CM
3234
CoreCommodity Management
Connecticut
$350M +$25.7M +8% 172
AGC
3235
Angelo Gordon & Co
New York
$350M -$194M -36% 187
ASI
3236
All-Stars Investment
Hong Kong
$350M -$10.1M -3% 4
GCCM
3237
Green Court Capital Management
Hong Kong
$350M +$74.2M +27% 2
DIM
3238
Delta Investment Management
California
$349M +$40.8M +13% 201
PA
3239
Perennial Advisors
New York
$349M +$35.2M +11% 112
SCP
3240
Shorepoint Capital Partners
Massachusetts
$349M -$10.8M -3% 142
SAM
3241
Sycomore Asset Management
France
$349M -$13.3M -4% 112
AFIA
3242
America First Investment Advisors
Nebraska
$349M +$10.2M +3% 113
HA
3243
Harfst & Associates
Wyoming
$349M +$1.95M +0.6% 104
GG
3244
Gleason Group
Kentucky
$348M +$29.6M +9% 238
BSWM
3245
Boston Standard Wealth Management
Massachusetts
$348M +$11.4M +3% 40
JSA
3246
Jacobson & Schmitt Advisors
Wisconsin
$348M +$35.5M +11% 66
JWCA
3247
J.W. Coons Advisors
Ohio
$348M +$13.4M +4% 241
YCMGA
3248
York Capital Management Global Advisors
New York
$348M +$7.45M +2% 9
JSL
3249
JT Stratford LLC
Georgia
$348M +$35.1M +11% 248
IGM
3250
Incline Global Management
New York
$348M +$77M +28% 25