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
SMA
1451
Simply Money Advisors
Ohio
$656M -$8.96M -1% 26
BCM
1452
Brookstone Capital Management
Illinois
$655M +$149M +29% 251
SG
1453
Swarthmore Group
Pennsylvania
$655M -$278M -30% 58
GWM
1454
Geneos Wealth Management
Colorado
$654M 1,783
CM
1455
Crestline Management
Texas
$654M -$479M -42% 1
FNT
1456
First National Trust
Pennsylvania
$653M +$21.2M +3% 317
CIC
1457
Carnegie Investment Counsel
Ohio
$653M +$76.6M +13% 305
FC
1458
Foundation Capital
California
$653M -$168M -20% 9
GL
1459
Governors Lane
New York
$653M +$305M +88% 45
EWA
1460
EP Wealth Advisors
California
$652M +$57.2M +10% 171
PCP
1461
P2 Capital Partners
New York
$649M +$56.1M +9% 15
MP
1462
Makaira Partners
California
$647M +$41.2M +7% 13
GCL
1463
Glazer Capital LLC
New York
$647M -$26.3M -4% 119
SC
1464
SouthState Corp
Florida
$643M +$5.56M +0.9% 222
BAM
1465
Berkshire Asset Management
Pennsylvania
$643M +$38.4M +6% 171
EIA
1466
Edgemoor Investment Advisors
Maryland
$642M -$24.5M -4% 141
MIM
1467
Martin Investment Management
Florida
$641M +$10.9M +2% 49
WB
1468
Webster Bank
Connecticut
$641M +$17.4M +3% 221
PWAG
1469
Polaris Wealth Advisory Group
California
$640M +$20.2M +3% 162
WA
1470
Westport Advisers
Connecticut
$640M -$51.6M -7% 44
EI
1471
EAM Investors
California
$639M -$125M -16% 408
PS
1472
Portfolio Solutions
Michigan
$639M +$12.3M +2% 27
MCM
1473
Murphy Capital Management
New Jersey
$638M -$17.6M -3% 336
Simplex Trading
1474
Simplex Trading
Illinois
$638M -$63.4M -9% 3,503
CCWA
1475
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$637M +$41.9M +7% 118