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
HWA
2176
Heartwood Wealth Advisors
Virginia
$903M +$66.6M +8% 180
CAC
2177
Certified Advisory Corp
Florida
$903M +$105M +13% 308
VCAM
2178
Van Cleef Asset Management
Ohio
$901M +$103M +13% 123
SCM
2179
SOL Capital Management
Maryland
$901M +$67.2M +8% 319
MIC
2180
Means Investment Company
Maine
$900M +$63.6M +8% 205
LG
2181
Leuthold Group
Minnesota
$900M +$34.4M +4% 205
MAA
2182
Matrix Asset Advisors
New York
$899M +$61.7M +7% 106
JVBC
2183
J.V. Bruni & Co
Colorado
$897M +$94.2M +12% 30
CIA
2184
CCM Investment Advisers
South Carolina
$897M +$45.3M +5% 83
GAM
2185
Griffin Asset Management
New York
$894M +$30.7M +4% 222
LGM
2186
Logos Global Management
California
$893M +$24.8M +3% 67
TIM
2187
Total Investment Management
Arizona
$893M +$132M +17% 77
SC
2188
Styrax Capital
New York
$892M -$416M -32% 13
AAM
2189
Azzad Asset Management
Virginia
$891M +$42.5M +5% 319
DPI
2190
Diversified Portfolios Inc
Michigan
$890M +$131M +17% 143
CCG
2191
Cypress Capital Group
Florida
$890M +$55.4M +7% 322
PDM
2192
Penn Davis McFarland
Texas
$889M +$242M +37% 79
ODIJL
2193
One Day In July LLC
Vermont
$889M +$86.9M +11% 139
SFS
2194
Summit Financial Strategies
Ohio
$888M +$84.2M +10% 154
FTIS
2195
First Trust Investment Solutions
Florida
$887M +$177M +25% 307
TCM
2196
Twin Capital Management
Pennsylvania
$886M +$37.7M +4% 308
HIC
2197
Harvey Investment Company
Kentucky
$886M +$49.5M +6% 103
PE
2198
PSG Equity
Massachusetts
$885M -$53M -6% 1
TCG
2199
Tremblant Capital Group
Florida
$885M +$7.43M +0.8% 45
MS
2200
Maven Securities
Jersey
$885M +$243M +38% 593