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
KTA
2276
Keeley-Teton Advisors
Illinois
$781M -$31.3M -4% 360
NM
2277
NWI Management
New York
$779M +$49.2M +7% 53
AP
2278
Archon Partners
New Jersey
$779M -$38.3M -5% 40
FPCP
2279
Fort Point Capital Partners
California
$779M +$40.7M +6% 331
WCP
2280
Waterfront Capital Partners
New York
$779M -$294M -27% 50
FFP
2281
FourThought Financial Partners
Florida
$777M -$95.4M -11% 335
RA
2282
Rodgers & Associates
Pennsylvania
$777M -$1.56M -0.2% 95
SFP
2283
Shepherd Financial Partners
Massachusetts
$775M +$11.5M +2% 222
TF
2284
Talbot Financial
Washington
$775M +$27.3M +4% 62
TC
2285
Trust Company
Kansas
$774M +$13.4M +2% 359
WA
2286
Wealth Alliance
New York
$774M +$12.1M +2% 550
MIM
2287
Monashee Investment Management
Massachusetts
$773M -$71.9M -9% 147
LSPW
2288
Lake Street Private Wealth
Illinois
$772M +$48M +7% 336
SC
2289
Savoie Capital
Illinois
$772M +$54.3M +8% 96
MHS
2290
M Holdings Securities
Oregon
$771M +$177M +30% 348
MP
2291
Makaira Partners
California
$771M -$57.8M -7% 11
AWAG
2292
ARS Wealth Advisors Group
Florida
$771M +$29.6M +4% 174
CAL
2293
Capital Advisors Ltd
Ohio
$771M +$3.39M +0.4% 1,717
ACA
2294
Atlas Capital Advisors
Wyoming
$770M +$130M +20% 984
FWP
2295
Falcon Wealth Planning
California
$770M +$139M +22% 142
HVIA
2296
Hudson Valley Investment Advisors
New York
$769M -$65.5M -8% 185
HPM
2297
H. Partners Management
New York
$767M -$49.3M -6% 2
AAA
2298
Adams Asset Advisors
Texas
$767M -$6.31M -0.8% 78
PCI
2299
Planning Center Inc
Illinois
$765M +$306M +67% 66
JFGLC
2300
Johnson Financial Group LLC (Colorado)
Colorado
$765M -$27.6M -3% 42