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
RCP
3451
Reverence Capital Partners
New York
$418M +$82.4M +25% 1
CPG
3452
Cornerstone Planning Group
New Jersey
$418M +$10.9M +3% 1,714
BWP
3453
Bernardo Wealth Planning
Pennsylvania
$418M -$9.8K -0% 117
SG
3454
SCHF (GPE)
Wyoming
$418M 3
SIAP
3455
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$417M +$4.05M +1% 180
SL
3456
Systelligence LLC
Minnesota
$416M +$11.2M +3% 51
CAC
3457
Core Alternative Capital
Georgia
$416M -$62.4M -13% 365
UAM
3458
UAS Asset Management
New York
$416M +$1M +0.2% 16
BHBT
3459
Burke & Herbert Bank & Trust
Virginia
$416M -$6.1M -1% 235
PA
3460
Parkside Advisors
California
$415M -$9.01M -2% 83
GLAM
3461
Gardner Lewis Asset Management
Pennsylvania
$415M +$20.4M +5% 99
MIP
3462
Marietta Investment Partners
Wisconsin
$415M -$39M -9% 167
LT
3463
Legacy Trust
Michigan
$415M -$16M -4% 163
GWM
3464
Gibbs Wealth Management
Georgia
$415M +$46.2M +13% 321
SMI
3465
Shelter Mutual Insurance
Missouri
$415M +$13.6M +3% 57
CTWM
3466
Cherry Tree Wealth Management
Minnesota
$415M +$10.6M +3% 765
AIM
3467
Adapt Investment Managers
Switzerland
$414M +$199M +92% 49
BWP
3468
Balboa Wealth Partners
Arizona
$414M -$23.9M -5% 384
NAMP
3469
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$414M -$22.4M -5% 146
ONPI
3470
Owls Nest Partners IA
Pennsylvania
$414M -$36.9M -8% 17
FIS
3471
FCPM III Services
Netherlands
$414M -$179M -30% 8
PFM
3472
Patton Fund Management
Texas
$413M -$97.4M -19% 91
FFA
3473
Founders Financial Alliance
North Carolina
$413M +$48.9M +13% 657
AWM
3474
Arista Wealth Management
Nevada
$413M -$4.5M -1% 68
HSA
3475
Hussman Strategic Advisors
Maryland
$413M +$74.1M +22% 327