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
TWM
2251
Tanglewood Wealth Management
Texas
$809M -$7.6M -0.9% 34
FC
2252
Forte Capital
New York
$808M +$77.5M +11% 242
CC
2253
Covalis Capital
United Kingdom
$807M +$192M +31% 81
ECU
2254
Eisler Capital (UK)
United Kingdom
$807M -$292M -27% 415
TCM
2255
Twin Capital Management
Pennsylvania
$807M +$43.5M +6% 301
CPBTD
2256
Central Pacific Bank - Trust Division
Hawaii
$806M 947
PE
2257
PSG Equity
Massachusetts
$805M -$138M -15% 1
HR
2258
Hardy Reed
Mississippi
$805M +$66.6M +9% 132
WFAG
2259
Wescott Financial Advisory Group
Pennsylvania
$804M +$90.2M +13% 174
CU
2260
CDAM (UK)
United Kingdom
$804M -$3.56M -0.4% 12
SGK
2261
Steigerwald Gordon & Koch
Virginia
$804M +$64.6M +9% 128
PCA
2262
Private Capital Advisors
Connecticut
$803M +$147M +22% 94
1SP
2263
140 Summer Partners
New York
$802M +$222M +38% 18
RCIM
2264
Red Cedar Investment Management
Michigan
$801M +$107M +15% 85
AHB
2265
Abner Herrman & Brock
New Jersey
$801M +$88.8M +12% 98
SFO
2266
Stokes Family Office
Louisiana
$800M +$60.3M +8% 234
JWM
2267
Jackson Wealth Management
Florida
$800M +$40.7M +5% 163
VCP
2268
Vista Capital Partners
Oregon
$800M +$50.2M +7% 100
TFA
2269
Toth Financial Advisory
Virginia
$799M +$61.9M +8% 779
PCG
2270
Prosperity Consulting Group
Maryland
$797M +$499M +167% 333
HTIM
2271
Harbour Trust & Investment Management
Indiana
$797M +$87.3M +12% 168
RCYC
2272
Richard C. Young & Co
Rhode Island
$797M +$50.5M +7% 84
AA
2273
Apriem Advisors
California
$796M +$47.5M +6% 177
AI
2274
Atom Investors
Texas
$796M +$230M +41% 694
SCM
2275
SOL Capital Management
Maryland
$795M +$58.7M +8% 308