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
CSPIA
4226
Cary Street Partners Investment Advisory
Virginia
$371M +$131M +55% 708
AWA
4227
ARQ Wealth Advisors
Arizona
$371M +$32.6M +10% 137
MCM
4228
Mudrick Capital Management
New York
$370M -$25.6M -6% 4
CAG
4229
Compass Advisory Group
New York
$370M +$13.8M +4% 85
BCFS
4230
Butensky & Cohen Financial Security
Florida
$370M +$10.7M +3% 98
EC
4231
Euclidean Capital
New York
$369M +$131M +55% 12
WRPWM
4232
Werba Rubin Papier Wealth Management
California
$369M -$250M -40% 275
SWA
4233
ShankerValleau Wealth Advisors
Illinois
$369M -$20.6M -5% 43
SSW
4234
Stone Summit Wealth
Florida
$369M +$16.1M +5% 148
PS
4235
Pensionfund Sabic
Netherlands
$369M +$2.13M +0.6% 222
WAM
4236
Wakefield Asset Management
Colorado
$369M +$2.24M +0.6% 239
CLC
4237
Charles-Lim Capital
Hong Kong
$369M -$23.4M -6% 8
AL
4238
AIP LLC
New York
$369M -$213M -37% 3
CFA
4239
CWS Financial Advisors
Michigan
$368M +$8.06M +2% 154
PA
4240
Paragon Advisors
Texas
$368M -$18.9M -5% 84
FDS
4241
Freedom Day Solutions
Texas
$368M -$471K -0.1% 99
VIA
4242
Virtus Investment Advisers
Connecticut
$368M +$18.7M +5% 553
FFA
4243
Florida Financial Advisors
Florida
$368M +$44.3M +14% 304
CAAM
4244
Cape Ann Asset Management
United Kingdom
$368M +$70.8M +24% 11
MJP
4245
Michael J. Puzo
$367M +$731K +0.2% 72
EWM
4246
Elite Wealth Management
Washington
$367M -$19.1M -5% 60
MBFW
4247
Morton Brown Family Wealth
Pennsylvania
$367M +$18.8M +5% 309
PCI
4248
Pacifica Capital Investments
Texas
$367M -$1.02M -0.3% 15
EFP
4249
EnRich Financial Partners
Wisconsin
$367M +$15.4M +4% 65
RPCA
4250
Running Point Capital Advisors
California
$367M -$6.42M -2% 195