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
BL
2276
BFSG LLC
California
$789M +$33.3M +4% 686
AHB
2277
Abner Herrman & Brock
New Jersey
$789M -$11.6M -1% 95
PL
2278
Parthenon LLC
Kentucky
$787M -$1.55M -0.2% 124
SPWG
2279
Syntegra Private Wealth Group
Missouri
$787M +$12.2M +2% 152
TFA
2280
Toth Financial Advisory
Virginia
$787M -$12.1M -2% 798
CFG
2281
CKW Financial Group
Hawaii
$784M +$15.5M +2% 232
BVDMP
2282
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$781M +$20.9M +3% 41
KTA
2283
Keeley-Teton Advisors
Illinois
$781M -$31.3M -4% 360
NM
2284
NWI Management
New York
$779M +$49.2M +7% 53
AP
2285
Archon Partners
New Jersey
$779M -$38.3M -5% 40
FPCP
2286
Fort Point Capital Partners
California
$779M +$40.7M +6% 331
WCP
2287
Waterfront Capital Partners
New York
$779M -$294M -27% 50
FFP
2288
FourThought Financial Partners
Florida
$777M -$95.4M -11% 335
RA
2289
Rodgers & Associates
Pennsylvania
$777M -$1.56M -0.2% 95
SFP
2290
Shepherd Financial Partners
Massachusetts
$775M +$11.5M +2% 222
TF
2291
Talbot Financial
Washington
$775M +$27.3M +4% 62
TC
2292
Trust Company
Kansas
$774M +$13.4M +2% 359
WA
2293
Wealth Alliance
New York
$774M +$12.1M +2% 550
MIM
2294
Monashee Investment Management
Massachusetts
$773M -$71.9M -9% 147
LSPW
2295
Lake Street Private Wealth
Illinois
$772M +$48M +7% 336
SC
2296
Savoie Capital
Illinois
$772M +$54.3M +8% 96
MHS
2297
M Holdings Securities
Oregon
$771M +$177M +30% 348
MP
2298
Makaira Partners
California
$771M -$57.8M -7% 11
AWAG
2299
ARS Wealth Advisors Group
Florida
$771M +$29.6M +4% 174
CAL
2300
Capital Advisors Ltd
Ohio
$771M +$3.39M +0.4% 1,717