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
HR
1751
Howe & Rusling
New York
$1.35B +$165M +14% 496
SVWAG
1752
Sound View Wealth Advisors Group
Georgia
$1.35B +$135M +11% 435
FWP
1753
FAS Wealth Partners
Kansas
$1.35B +$125M +10% 468
KFP
1754
KMG Fiduciary Partners
Ohio
$1.35B +$146M +12% 296
TCIM
1755
TOMS Capital Investment Management
New York
$1.35B -$1.41M -0.1% 23
TAM
1756
Trust Asset Management
Texas
$1.35B +$129M +11% 228
KCM
1757
Kanawha Capital Management
Virginia
$1.35B +$61.3M +5% 218
NRS
1758
Neville Rodie & Shaw
New York
$1.35B +$70.5M +6% 258
SIMG
1759
Sonora Investment Management Group
Arizona
$1.35B +$84.4M +7% 325
AIM
1760
Avity Investment Management
Connecticut
$1.35B +$109M +9% 110
NC
1761
NewSquare Capital
Pennsylvania
$1.35B +$120M +10% 1,400
CP
1762
Coho Partners
Pennsylvania
$1.34B -$313M -19% 38
BFIM
1763
Beese Fulmer Investment Management
Ohio
$1.34B +$181M +16% 291
CAM
1764
Cormorant Asset Management
Massachusetts
$1.34B +$21.7M +2% 45
PP
1765
PDS Planning
Ohio
$1.34B +$155M +13% 533
FA
1766
Fiduciary Alliance
South Carolina
$1.34B +$323M +32% 487
DE
1767
Diversified Enterprises
Delaware
$1.34B +$151M +13% 328
NSGL
1768
No Street GP LP
California
$1.34B +$60.1M +5% 32
VC
1769
Vestor Capital
Illinois
$1.34B +$119M +10% 288
VA
1770
VR Adviser
New York
$1.33B +$159M +14% 40
RIA
1771
Regal Investment Advisors
Michigan
$1.33B +$98M +8% 508
CWG
1772
Cornerstone Wealth Group
North Carolina
$1.33B +$127M +11% 333
CST
1773
Charles Schwab Trust
Nevada
$1.33B +$138M +12% 183
SWA
1774
SFMG Wealth Advisors
Texas
$1.33B +$65.2M +5% 304
TIM
1775
Triodos Investment Management
Netherlands
$1.33B +$115M +9% 51