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
CP
4651
Canopy Partners
Ohio
$299M +$26.7M +10% 245
GU
4652
Georgetown University
District of Columbia
$299M +$36.8M +14% 20
KWM
4653
Kanen Wealth Management
Florida
$299M +$37.8M +14% 32
RIA
4654
Realta Investment Advisors
Delaware
$299M +$46M +18% 360
GREM
4655
Grey Rock Energy Management
Texas
$299M -$53.1M -15% 1
BCIM
4656
Bishop & Co Investment Management
Pennsylvania
$299M +$20.7M +7% 27
FCT
4657
Family Capital Trust
Massachusetts
$299M +$10.2M +4% 96
PCS
4658
Private Client Services
Kentucky
$299M +$42.1M +16% 223
TAP
4659
Tounjian Advisory Partners
Florida
$299M -$217M -42% 248
CAM
4660
Costello Asset Management
Pennsylvania
$299M +$32.5M +12% 705
BMC
4661
Bear Mountain Capital
Washington
$299M +$19.5M +7% 326
VG
4662
Visualize Group
New York
$299M -$1.01M -0.3% 16
JWS
4663
Juncture Wealth Strategies
Arizona
$298M +$17M +6% 145
CC
4664
Checkpoint Capital
California
$298M +$83.9M +39% 11
YAL
4665
Your Advocates Ltd
Texas
$298M +$20.2M +7% 229
IWMA
4666
Ironwood Wealth Management (Arizona)
Arizona
$298M +$24.5M +9% 42
HPM
4667
H. Partners Management
New York
$298M -$32M -10% 3
DC
4668
Defender Capital
North Carolina
$298M +$3.65M +1% 40
ACM
4669
Ariose Capital Management
Hong Kong
$298M +$140M +88% 44
ATC
4670
Adirondack Trust Company
New York
$298M +$22.7M +8% 521
CFM
4671
Capricorn Fund Managers
United Kingdom
$298M +$86.2M +41% 78
DPCM
4672
Doma Perpetual Capital Management
Florida
$298M +$33.8M +13% 12
CHJWM
4673
Carlton Hofferkamp & Jenks Wealth Management
Texas
$298M +$21.9M +8% 145
OWM
4674
OneAscent Wealth Management
Alabama
$298M +$26.2M +10% 196
GIM
4675
Gold Investment Management
Alberta, Canada
$298M +$32M +12% 203