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
SCM
2176
Soleus Capital Management
Connecticut
$624M -$24.3M -4% 87
HIA
2177
Harbor Investment Advisory
Maryland
$624M -$130M -17% 1,450
BFG
2178
Bouchey Financial Group
New York
$624M -$122M -16% 108
ZF
2179
Zhang Financial
Michigan
$623M +$30.8M +5% 237
JGUA
2180
John G. Ullman & Associates
New York
$623M -$98.6M -14% 177
TF
2181
Tompkins Financial
New York
$622M -$87.2M -12% 627
CIA
2182
CCM Investment Advisers
South Carolina
$622M -$111M -15% 68
AWMS
2183
Advocacy Wealth Management Services
Georgia
$622M +$46.8M +8% 211
HVM
2184
Harvest Volatility Management
Connecticut
$621M -$264M -30% 141
ITP
2185
Iron Triangle Partners
Connecticut
$620M -$220M -26% 38
PWMAG
2186
Pinnacle Wealth Management Advisory Group
New Jersey
$620M -$73.5M -11% 310
EIM
2187
Essex Investment Management
Massachusetts
$619M -$183M -23% 451
RMC
2188
Resources Management Corp
Connecticut
$619M -$96.9M -14% 535
AWA
2189
Amplius Wealth Advisors
Pennsylvania
$618M -$31.8M -5% 204
LP
2190
LGL Partners
Pennsylvania
$618M -$129M -17% 106
AB
2191
Aozora Bank
Japan
$616M +$287M +87% 4
PAM
2192
Private Asset Management
California
$616M -$122M -17% 148
HBT
2193
Hills Bank & Trust
Iowa
$615M -$86.6M -12% 267
VCP
2194
Vista Capital Partners
Oregon
$614M -$158M -20% 98
NSEDCP
2195
NJ State Employees Deferred Compensation Plan
New Jersey
$614M -$126M -17% 501
FSWA
2196
Financial Synergies Wealth Advisors
Texas
$614M -$21.3M -3% 495
LWM
2197
Lyell Wealth Management
California
$613M -$164M -21% 203
FBCM
2198
Fort Baker Capital Management
California
$613M -$43.5M -7% 127
MCM
2199
Makena Capital Management
California
$613M -$211M -26% 48
MGCM
2200
Mane Global Capital Management
New York
$613M +$79M +15% 43