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
2276
SOL Capital Management
Maryland
$737M +$91.1M +14% 306
OQS
2277
Occudo Quantitative Strategies
Florida
$736M -$37.3M -5% 1,298
WA
2278
WFM Asia
British Virgin Islands
$735M -$91.5M -11% 10
JAG
2279
Journey Advisory Group
Kentucky
$734M +$68.8M +10% 221
TVAMP
2280
Tennessee Valley Asset Management Partners
Tennessee
$733M +$429M +141% 827
BHB
2281
Bank Hapoalim BM
Israel
$731M +$114M +18% 151
FC
2282
Forte Capital
New York
$731M +$81.5M +13% 230
HVIA
2283
Hudson Valley Investment Advisors
New York
$730M +$20.9M +3% 187
LP
2284
LGL Partners
Pennsylvania
$730M +$160M +28% 102
OP
2285
Oldfield Partners
United Kingdom
$729M +$79.5M +12% 29
SH
2286
SeaTown Holdings
Singapore
$728M -$352M -33% 51
NSEDCP
2287
NJ State Employees Deferred Compensation Plan
New Jersey
$727M +$68.4M +10% 495
AP
2288
Archon Partners
New Jersey
$726M +$86.3M +14% 44
TFA
2289
Transamerica Financial Advisors
Florida
$724M -$14.6M -2% 667
MFA
2290
Mayflower Financial Advisors
Massachusetts
$724M +$55.7M +8% 362
CWM
2291
Curi Wealth Management
North Carolina
$724M +$71.8M +11% 170
PL
2292
Parthenon LLC
Kentucky
$723M +$56.9M +9% 117
GIC
2293
GFI Investment Counsel
Ontario, Canada
$723M +$67.6M +10% 17
AFG
2294
Atomi Financial Group
New York
$723M +$423M +141% 633
SWS
2295
SYSTM Wealth Solutions
Illinois
$722M +$71.3M +11% 1,088
CA
2296
CGN Advisors
Kansas
$722M -$21M -3% 268
BBI
2297
Baxter Bros Inc
Connecticut
$722M +$63.1M +10% 157
SWC
2298
Spectrum Wealth Counsel
Indiana
$722M 332
HPM
2299
H. Partners Management
New York
$721M +$47M +7% 3
CFG
2300
CKW Financial Group
Hawaii
$720M +$64.2M +10% 236