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
BIC
2251
Beach Investment Counsel
Pennsylvania
$811M +$397K +0% 143
JAG
2252
Journey Advisory Group
Kentucky
$809M +$75.8M +10% 239
TWM
2253
Tanglewood Wealth Management
Texas
$809M -$7.6M -0.9% 34
FC
2254
Forte Capital
New York
$808M +$77.5M +11% 242
CC
2255
Covalis Capital
United Kingdom
$807M +$192M +31% 81
ECU
2256
Eisler Capital (UK)
United Kingdom
$807M -$292M -27% 415
TCM
2257
Twin Capital Management
Pennsylvania
$807M +$43.5M +6% 301
CPBTD
2258
Central Pacific Bank - Trust Division
Hawaii
$806M 947
PE
2259
PSG Equity
Massachusetts
$805M -$138M -15% 1
HR
2260
Hardy Reed
Mississippi
$805M +$66.6M +9% 132
WFAG
2261
Wescott Financial Advisory Group
Pennsylvania
$804M +$90.2M +13% 174
CU
2262
CDAM (UK)
United Kingdom
$804M -$3.56M -0.4% 12
SGK
2263
Steigerwald Gordon & Koch
Virginia
$804M +$64.6M +9% 128
PCA
2264
Private Capital Advisors
Connecticut
$803M +$147M +22% 94
1SP
2265
140 Summer Partners
New York
$802M +$222M +38% 18
RCIM
2266
Red Cedar Investment Management
Michigan
$801M +$107M +15% 85
AHB
2267
Abner Herrman & Brock
New Jersey
$801M +$88.8M +12% 98
SFO
2268
Stokes Family Office
Louisiana
$800M +$60.3M +8% 234
JWM
2269
Jackson Wealth Management
Florida
$800M +$40.7M +5% 163
VCP
2270
Vista Capital Partners
Oregon
$800M +$50.2M +7% 100
TFA
2271
Toth Financial Advisory
Virginia
$799M +$61.9M +8% 779
PCG
2272
Prosperity Consulting Group
Maryland
$797M +$499M +167% 333
HTIM
2273
Harbour Trust & Investment Management
Indiana
$797M +$87.3M +12% 168
RCYC
2274
Richard C. Young & Co
Rhode Island
$797M +$50.5M +7% 84
AA
2275
Apriem Advisors
California
$796M +$47.5M +6% 177