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
CWM
4501
Cherrydale Wealth Management
New Jersey
$318M +$30.9M +11% 83
SICM
4502
Sustainable Insight Capital Management
New York
$318M +$97.3M +44% 83
KF
4503
KKM Financial
Illinois
$318M +$30.4M +11% 158
IPA
4504
Investment Planning Advisors
Georgia
$318M +$35M +12% 91
SC
4505
Solari Capital
Florida
$318M 1
THCM
4506
Taylor Hoffman Capital Management
Virginia
$317M +$24.8M +8% 122
IAS
4507
Investment Advisory Services
Texas
$317M +$17.6M +6% 134
AZ
4508
Aquamarine Zurich
Switzerland
$317M +$7.53M +2% 14
VRM
4509
Vectors Research Management
New York
$317M +$25.6M +9% 134
ACM
4510
Aubrey Capital Management
United Kingdom
$317M +$41.7M +15% 64
SFS
4511
Stiles Financial Services
Minnesota
$317M +$27.6M +10% 183
SFP
4512
Sterling Financial Planning
New Jersey
$317M +$17.8M +6% 118
RIP
4513
Rhino Investment Partners
Pennsylvania
$317M -$48.1M -13% 37
BCC
4514
Bain Capital Credit
Massachusetts
$317M +$41.5M +15% 7
IPW
4515
IronBridge Private Wealth
Texas
$317M +$30.1M +11% 51
HKIM
4516
Hayek Kallen Investment Management
Alabama
$317M +$22.8M +8% 97
GCM
4517
Glynn Capital Management
California
$317M -$128M -29% 50
HLCM
4518
Hi-Line Capital Management
South Dakota
$317M +$34.4M +12% 42
VC
4519
Veery Capital
Delaware
$317M +$26M +9% 97
WPW
4520
Watershed Private Wealth
Illinois
$316M +$41.7M +15% 115
RP
4521
Ravenswood Partners
Virginia
$316M 36
MP
4522
Maestria Partners
Georgia
$316M +$28.5M +10% 15
PFPGI
4523
Patriot Financial Partners GP II
Pennsylvania
$316M 12
HNWA
4524
Henrickson Nauta Wealth Advisors
Michigan
$316M +$27.1M +9% 94
QC
4525
Quantessence Capital
New York
$316M -$23.5M -7% 324