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
5301
Cary Street Partners Investment Advisory
Virginia
$239M +$32.6M +16% 640
CAM
5302
Concorde Asset Management
Michigan
$239M 222
FF
5303
Friday Financial
Iowa
$239M +$42.3M +21% 92
HAFG
5304
Hansen & Associates Financial Group
California
$239M +$54.5M +30% 47
DMKJ
5305
David M. Knott Jr
$239M +$18.1M +8% 98
IGYL
5306
I.G.Y. Ltd
United Kingdom
$239M -$11M -4% 3
SCA
5307
Sander Capital Advisors
Washington
$239M +$19.3M +9% 13
JFG
5308
JDM Financial Group
Texas
$239M +$26.7M +13% 286
OCFG
5309
O'Connor Financial Group
Illinois
$238M +$11.8M +5% 61
PM
5310
Plustick Management
Virginia
$238M +$69.8M +41% 27
MPPW
5311
Mitchell & Pahl Private Wealth
Oklahoma
$238M +$12.1M +5% 146
GPA
5312
Garrison Point Advisors
California
$238M +$20.6M +9% 174
KW
5313
Keyvantage Wealth
Pennsylvania
$238M +$15.6M +7% 103
LIA
5314
LifePlan Investment Advisors
North Carolina
$238M +$37M +18% 115
ACM
5315
Accent Capital Management
Ohio
$238M +$14.1M +6% 458
CCM
5316
Conway Capital Management
California
$238M +$14.8M +7% 54
BMCM
5317
Burns Matteson Capital Management
New York
$238M +$31.3M +15% 240
FWP
5318
Fiduciary Wealth Partners
Massachusetts
$238M +$132M +124% 99
EC
5319
Euclidean Capital
New York
$238M -$67.7M -22% 11
GPW
5320
Genesis Private Wealth
Virginia
$238M +$25.7M +12% 177
PCG
5321
PFC Capital Group
California
$238M +$22M +10% 88
TS
5322
TradeWell Securities
Indiana
$238M +$28.8M +14% 46
GHA
5323
Granite Harbor Advisors
Texas
$238M +$24.9M +12% 132
MMM
5324
Mendel Money Management
Illinois
$238M +$12M +5% 157
HCM
5325
HMS Capital Management
Tennessee
$238M +$16M +7% 110