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
RWA
2126
Ropes Wealth Advisors
Massachusetts
$471M -$2.61M -0.6% 606
LCM
2127
LVM Capital Management
Michigan
$471M +$32M +7% 117
BFG
2128
Barber Financial Group
Kansas
$470M +$42.5M +10% 156
CWM
2129
Circle Wealth Management
New Jersey
$470M +$8.45M +2% 177
CANY
2130
Caxton Associates (New York)
New York
$469M -$280M -37% 587
WAM
2131
Weatherly Asset Management
California
$469M -$32.5M -6% 189
BPIM
2132
Brant Point Investment Management
New York
$469M -$3.96M -0.8% 124
IGM
2133
Incline Global Management
New York
$468M -$17.2M -4% 29
PL
2134
Parthenon LLC
Kentucky
$468M +$1.26M +0.3% 107
CC
2135
Centiva Capital
New York
$467M -$91.8M -16% 430
FHC
2136
First Heartland Consultants
Missouri
$466M +$49.7M +12% 303
CMO
2137
Covenant Multifamily Offices
Texas
$465M +$9.27M +2% 158
EWA
2138
Exencial Wealth Advisors
Oklahoma
$465M +$36.5M +9% 253
CBT
2139
Central Bank & Trust
Kentucky
$465M +$21.1M +5% 302
MCM
2140
Maple Capital Management
Vermont
$465M +$19.5M +4% 129
CRM
2141
Cardano Risk Management
Netherlands
$464M +$43.9M +10% 4
HCM
2142
Heathbridge Capital Management
Ontario, Canada
$464M -$26.3M -5% 30
SAM
2143
Symphony Asset Management
California
$464M -$14.9M -3% 229
CA
2144
Cornerstone Advisory
Maryland
$464M +$2.19M +0.5% 164
AIA
2145
Angeles Investment Advisors
California
$463M +$55.9M +14% 91
RC
2146
Roundview Capital
New Jersey
$463M +$19.3M +4% 224
HT
2147
Heritage Trust
Oklahoma
$463M +$12.9M +3% 195
AC
2148
Adelphi Capital
United Kingdom
$463M +$36.2M +8% 4
STB
2149
S&T Bank
Pennsylvania
$462M +$6.02M +1% 85
MCA
2150
Mendon Capital Advisors
Florida
$462M -$106M -19% 84