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
CWAF
5101
Core Wealth Advisors (Florida)
Florida
$167M +$16.7M +11% 226
SRA
5102
Summit Rock Advisors
New York
$167M -$1.16M -0.7% 8
WWM
5103
WJ Wealth Management
Arizona
$167M +$16.9M +11% 59
TCB
5104
Texas Capital Bancshares
Texas
$167M +$24.1M +17% 88
FWA
5105
FOCUS Wealth Advisors
Texas
$167M +$19.5M +13% 41
CA
5106
Corrado Advisors
New Jersey
$167M +$5.6M +3% 103
RMSCM
5107
R.M. Sincerbeaux Capital Management
New York
$167M +$14.3M +9% 47
BP
5108
BCK Partners
New York
$167M +$9.46M +6% 28
BCM
5109
Birch Capital Management
Texas
$167M +$19.5M +13% 84
RPCA
5110
Running Point Capital Advisors
California
$167M -$58.7M -26% 181
MWAM
5111
Manhattan West Asset Management
California
$167M 111
SIC
5112
Samalin Investment Counsel
New York
$167M +$12.8M +8% 266
TRIA
5113
Trail Ridge Investment Advisors
Colorado
$167M 135
REMS
5114
Real Estate Management Services
$167M +$3.95M +2% 38
AC
5115
Avory & Company
Florida
$166M +$4.58M +3% 20
ACM
5116
Altai Capital Management
California
$166M +$30.1M +22% 16
MWM
5117
Maltin Wealth Management
New Jersey
$166M +$3.55M +2% 124
ACM
5118
Alcosta Capital Management
California
$166M +$2.42M +1% 34
CASB
5119
Cape Ann Savings Bank
Massachusetts
$166M +$11.7M +8% 93
MA
5120
Minerva Advisors
Pennsylvania
$166M -$5.68M -3% 76
ZAM
5121
Zeal Asset Management
Hong Kong
$166M -$167M -50% 6
LC
5122
Legacy CG
Texas
$166M 55
AIC
5123
Argus Investors Counsel
New York
$166M +$13.3M +9% 99
CSWM
5124
Cassady Schiller Wealth Management
Ohio
$166M 669
SAM
5125
S.A. Mason
Michigan
$166M +$14.3M +9% 328