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
SWS
2301
SYSTM Wealth Solutions
Illinois
$722M +$71.3M +11% 1,088
CA
2302
CGN Advisors
Kansas
$722M -$21M -3% 268
BBI
2303
Baxter Bros Inc
Connecticut
$722M +$63.1M +10% 157
SWC
2304
Spectrum Wealth Counsel
Indiana
$722M 332
HPM
2305
H. Partners Management
New York
$721M +$47M +7% 3
CFG
2306
CKW Financial Group
Hawaii
$720M +$64.2M +10% 236
CG
2307
Cutler Group
California
$720M +$93.9M +15% 2,175
CWM
2308
Cabot Wealth Management
Massachusetts
$719M +$66.7M +10% 147
AH
2309
Allen Holding
New York
$718M +$1.89M +0.3% 17
NA
2310
Nottingham Advisors
New York
$717M +$70M +11% 138
ICP
2311
Ilex Capital Partners
United Kingdom
$716M 16
MC
2312
MIG Capital
California
$716M +$176M +33% 17
WFAG
2313
Wescott Financial Advisory Group
Pennsylvania
$714M +$167M +31% 170
NP
2314
Ninepoint Partners
Ontario, Canada
$713M -$229M -24% 105
WA
2315
Wealth Alliance
New York
$713M +$79.1M +12% 536
WA
2316
Wealth Architects
California
$713M +$125M +21% 205
RFA
2317
RTD Financial Advisors
Pennsylvania
$712M +$57.6M +9% 104
CAL
2318
Capital Advisors Ltd
Ohio
$712M +$59.5M +9% 1,550
AHB
2319
Abner Herrman & Brock
New Jersey
$712M +$59.4M +9% 99
MICM
2320
Matthews International Capital Management
California
$712M -$115M -14% 39
RWB
2321
RMR Wealth Builders
New Jersey
$712M +$85.6M +14% 249
VCAM
2322
Van Cleef Asset Management
Ohio
$712M +$76.6M +12% 112
GIG
2323
Goodnow Investment Group
Connecticut
$711M +$118M +20% 26
JSAM
2324
J. Safra Asset Management
New York
$711M +$25.2M +4% 130
HT
2325
Heritage Trust
Oklahoma
$710M +$69.7M +11% 277