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
RGC
4126
Roberts, Glore & Co
Illinois
$366M +$23.4M +7% 222
PIC
4127
Portland Investment Counsel
Ontario, Canada
$365M +$25.4M +7% 53
BWM
4128
Buckley Wealth Management
Nevada
$365M +$31.1M +9% 109
CPWA
4129
Cerro Pacific Wealth Advisors
California
$365M +$5.1M +1% 165
SCM
4130
Sollinda Capital Management
Florida
$365M -$19M -5% 100
LFGO
4131
Legacy Financial Group (Oklahoma)
Oklahoma
$365M +$26.5M +8% 96
SM
4132
Selkirk Management
New Jersey
$365M +$26.6M +8% 14
AI
4133
ArchPoint Investors
Florida
$365M +$24.2M +7% 74
CFG
4134
Carr Financial Group
Massachusetts
$364M +$25.3M +7% 202
KLCM
4135
KG&L Capital Management
Louisiana
$364M +$25.2M +7% 211
PS
4136
Presima Securities
Quebec, Canada
$364M -$71M -16% 51
MFGP
4137
Marshall Financial Group (Pennsylvania)
Pennsylvania
$364M +$29.5M +9% 55
PWMG
4138
Private Wealth Management Group
New Jersey
$363M +$62.3M +21% 1,546
BA
4139
Ballast Advisors
Minnesota
$363M +$23.7M +7% 188
EWM
4140
EPG Wealth Management
Georgia
$363M +$30M +9% 329
AWC
4141
Adamsbrown Wealth Consultants
Kansas
$363M +$18.2M +5% 119
HT
4142
HAP Trading
New York
$363M +$133M +58% 576
CFS
4143
CGC Financial Services
Oregon
$363M +$66.5M +22% 350
WCM
4144
Windsor Capital Management
Arizona
$362M +$19.2M +6% 122
T
4145
TrueFG
Texas
$362M +$25.5M +8% 67
PC
4146
Packer & Co
Australia
$362M 7
EL
4147
EWA LLC
Pennsylvania
$361M +$43.6M +14% 247
RC
4148
Rovin Capital
Arizona
$361M +$31.1M +9% 201
WCA
4149
Whetstone Capital Advisors
Kansas
$361M +$7.14M +2% 63
CA
4150
CV Advisors
Florida
$361M +$35.5M +11% 54