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
AWMS
1926
Advocacy Wealth Management Services
Georgia
$757M +$72M +11% 147
NAS
1927
Nicolet Advisory Services
Wisconsin
$757M +$143M +23% 247
PCP
1928
P2 Capital Partners
New York
$756M -$54M -7% 20
VF
1929
Virtu Financial
New York
$756M -$336M -31% 2,634
ACM
1930
Advance Capital Management
Michigan
$755M -$62.9M -8% 112
MIA
1931
MMBG Investment Advisors
Florida
$755M +$8.24M +1% 168
MCM
1932
Maple Capital Management
Vermont
$755M -$37.4M -5% 101
KA
1933
Kintegral Advisory
New York
$755M +$34.2M +5% 331
RIM
1934
Redwood Investment Management
Arizona
$755M +$279M +59% 303
AWA
1935
Arkadios Wealth Advisors
Georgia
$754M +$96.6M +15% 590
MW
1936
Marcum Wealth
Ohio
$754M +$94.9M +14% 416
CISOA
1937
Capital Investment Services of America
Wisconsin
$754M +$17.5M +2% 73
FTDI
1938
First Trust Direct Indexing
Massachusetts
$754M +$69.3M +10% 716
WC
1939
Woodstock Corp
Massachusetts
$752M +$80.2M +12% 173
AIP
1940
ARS Investment Partners
New York
$752M +$24.5M +3% 190
NCM
1941
Narwhal Capital Management
Georgia
$752M +$61.6M +9% 166
RCYC
1942
Richard C. Young & Co
Rhode Island
$751M +$97.5M +15% 79
FG
1943
Fiduciary Group
Georgia
$751M -$21.2M -3% 237
RWM
1944
RKL Wealth Management
Pennsylvania
$748M +$54M +8% 135
TC
1945
Towle & Co
Colorado
$748M +$136M +22% 73
HCS
1946
Himension Capital (Singapore)
Singapore
$748M -$195M -21% 12
SAM
1947
SP Asset Management
California
$747M +$16.3M +2% 116
RI
1948
Redwood Investments
Massachusetts
$747M +$2.53M +0.3% 129
MCM
1949
McKinley Capital Management
Alaska
$747M +$9.76M +1% 179
AAA
1950
Adams Asset Advisors
Texas
$746M +$101M +16% 89