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
HC
4501
Hendley & Co
Ohio
$302M +$15.4M +5% 47
PC
4502
Prairiewood Capital
North Dakota
$302M +$32.2M +12% 83
RF
4503
Rossby Financial
Florida
$301M +$35.3M +13% 1,516
C1AG
4504
Client 1st Advisory Group
Florida
$301M +$25.6M +9% 145
PCA
4505
PL Capital Advisors
Florida
$301M +$1.68M +0.6% 29
MFA
4506
Morling Financial Advisors
California
$301M -$3.75M -1% 116
CL
4507
COWA LLC
Oklahoma
$301M +$38.7M +15% 144
LJCM
4508
Lee Johnson Capital Management
Texas
$301M +$10.4M +4% 104
BBNB
4509
Baker Boyer National Bank
Washington
$301M +$11.1M +4% 81
AFS
4510
Amtrust Financial Services
New York
$301M +$18.9M +7% 16
AWM
4511
Ameliora Wealth Management
Switzerland
$300M +$20.7M +7% 238
WAOTB
4512
Wealth Advisors of Tampa Bay
Florida
$300M +$35M +13% 99
GCM
4513
Galibier Capital Management
Ontario, Canada
$300M -$32.7M -10% 38
SC
4514
Sykon Capital
New York
$300M +$25.6M +9% 110
WFA
4515
WMG Financial Advisors
Tennessee
$300M +$29.6M +11% 221
MAM
4516
MMA Asset Management
Pennsylvania
$300M +$38.8M +15% 312
NCM
4517
Next Capital Management
New York
$300M +$29M +11% 149
TC
4518
TFR Capital
Texas
$300M +$23.4M +8% 172
SWGC
4519
Summit Wealth Group (Colorado)
Colorado
$300M -$98.7M -25% 426
JGIA
4520
Jackson Grant Investment Advisers
Connecticut
$299M +$27.1M +10% 416
CP
4521
Canopy Partners
Ohio
$299M +$26.7M +10% 245
GU
4522
Georgetown University
District of Columbia
$299M +$36.8M +14% 20
KWM
4523
Kanen Wealth Management
Florida
$299M +$37.8M +14% 32
RIA
4524
Realta Investment Advisors
Delaware
$299M +$46M +18% 360
GREM
4525
Grey Rock Energy Management
Texas
$299M -$53.1M -15% 1