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
GCA
2176
Greenwood Capital Associates
South Carolina
$625M +$244M +64% 228
SCM
2177
Soleus Capital Management
Connecticut
$624M -$24.3M -4% 87
HIA
2178
Harbor Investment Advisory
Maryland
$624M -$130M -17% 1,450
BFG
2179
Bouchey Financial Group
New York
$624M -$122M -16% 108
ZF
2180
Zhang Financial
Michigan
$623M +$30.8M +5% 237
JGUA
2181
John G. Ullman & Associates
New York
$623M -$98.6M -14% 177
TF
2182
Tompkins Financial
New York
$622M -$87.2M -12% 627
CIA
2183
CCM Investment Advisers
South Carolina
$622M -$111M -15% 68
AWMS
2184
Advocacy Wealth Management Services
Georgia
$622M +$46.8M +8% 211
HVM
2185
Harvest Volatility Management
Connecticut
$621M -$264M -30% 141
ITP
2186
Iron Triangle Partners
Connecticut
$620M -$220M -26% 38
PWMAG
2187
Pinnacle Wealth Management Advisory Group
New Jersey
$620M -$73.5M -11% 310
EIM
2188
Essex Investment Management
Massachusetts
$619M -$183M -23% 451
RMC
2189
Resources Management Corp
Connecticut
$619M -$96.9M -14% 535
AWA
2190
Amplius Wealth Advisors
Pennsylvania
$618M -$31.8M -5% 204
LP
2191
LGL Partners
Pennsylvania
$618M -$129M -17% 106
AB
2192
Aozora Bank
Japan
$616M +$287M +87% 4
PAM
2193
Private Asset Management
California
$616M -$122M -17% 148
HBT
2194
Hills Bank & Trust
Iowa
$615M -$86.6M -12% 267
VCP
2195
Vista Capital Partners
Oregon
$614M -$158M -20% 98
NSEDCP
2196
NJ State Employees Deferred Compensation Plan
New Jersey
$614M -$126M -17% 501
FSWA
2197
Financial Synergies Wealth Advisors
Texas
$614M -$21.3M -3% 495
LWM
2198
Lyell Wealth Management
California
$613M -$164M -21% 203
FBCM
2199
Fort Baker Capital Management
California
$613M -$43.5M -7% 127
MCM
2200
Makena Capital Management
California
$613M -$211M -26% 48