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
CG
2301
Cutler Group
California
$720M +$93.9M +15% 2,175
CWM
2302
Cabot Wealth Management
Massachusetts
$719M +$66.7M +10% 147
AH
2303
Allen Holding
New York
$718M +$1.89M +0.3% 17
NA
2304
Nottingham Advisors
New York
$717M +$70M +11% 138
ICP
2305
Ilex Capital Partners
United Kingdom
$716M 16
MC
2306
MIG Capital
California
$716M +$176M +33% 17
WFAG
2307
Wescott Financial Advisory Group
Pennsylvania
$714M +$167M +31% 170
NP
2308
Ninepoint Partners
Ontario, Canada
$713M -$229M -24% 105
WA
2309
Wealth Alliance
New York
$713M +$79.1M +12% 536
WA
2310
Wealth Architects
California
$713M +$125M +21% 205
RFA
2311
RTD Financial Advisors
Pennsylvania
$712M +$57.6M +9% 104
CAL
2312
Capital Advisors Ltd
Ohio
$712M +$59.5M +9% 1,550
AHB
2313
Abner Herrman & Brock
New Jersey
$712M +$59.4M +9% 99
MICM
2314
Matthews International Capital Management
California
$712M -$115M -14% 39
RWB
2315
RMR Wealth Builders
New Jersey
$712M +$85.6M +14% 249
VCAM
2316
Van Cleef Asset Management
Ohio
$712M +$76.6M +12% 112
GIG
2317
Goodnow Investment Group
Connecticut
$711M +$118M +20% 26
JSAM
2318
J. Safra Asset Management
New York
$711M +$25.2M +4% 130
HT
2319
Heritage Trust
Oklahoma
$710M +$69.7M +11% 277
IAS
2320
Insigneo Advisory Services
Florida
$710M +$219M +45% 455
HTIM
2321
Harbour Trust & Investment Management
Indiana
$709M 162
SPWG
2322
Syntegra Private Wealth Group
Missouri
$709M +$71.7M +11% 134
MAP
2323
Madison Avenue Partners
New York
$708M +$3.54M +0.5% 22
LI
2324
LVZ Inc
Michigan
$708M +$87.9M +14% 146
RPC
2325
Rossmore Private Capital
Connecticut
$708M +$47.6M +7% 237