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
FWP
2301
Falcon Wealth Planning
California
$770M +$139M +22% 142
HVIA
2302
Hudson Valley Investment Advisors
New York
$769M -$65.5M -8% 185
HPM
2303
H. Partners Management
New York
$767M -$49.3M -6% 2
AAA
2304
Adams Asset Advisors
Texas
$767M -$6.31M -0.8% 78
PCI
2305
Planning Center Inc
Illinois
$765M +$306M +67% 66
JFGLC
2306
Johnson Financial Group LLC (Colorado)
Colorado
$765M -$27.6M -3% 42
GIC
2307
GFI Investment Counsel
Ontario, Canada
$764M -$24.9M -3% 20
BBI
2308
Baxter Bros Inc
Connecticut
$764M -$15.7M -2% 162
CWM
2309
Cabot Wealth Management
Massachusetts
$763M -$2.15M -0.3% 145
TC
2310
Towle & Co
Colorado
$763M -$89M -10% 66
SAM
2311
Stansberry Asset Management
Texas
$763M +$21.4M +3% 132
PAMI
2312
Perseverance Asset Management International
Cayman Islands
$762M +$209M +38% 22
APC
2313
Alta Park Capital
California
$762M -$160M -17% 44
PCM
2314
Prime Capital Management
Hong Kong
$762M +$139M +22% 5
RPC
2315
Rossmore Private Capital
Connecticut
$761M -$2.85M -0.4% 237
PAG
2316
Private Advisory Group
Washington
$761M +$60.3M +9% 216
CFP
2317
Cascade Financial Partners
California
$761M +$66.6M +10% 238
GCA
2318
Greenwood Capital Associates
South Carolina
$761M +$7.71M +1% 267
TIM
2319
Total Investment Management
Arizona
$760M -$34.6M -4% 78
WA
2320
Waddell & Associates
Tennessee
$760M +$20.2M +3% 146
CB
2321
Community Bank
New York
$760M -$2.19M -0.3% 423
DPI
2322
Diversified Portfolios Inc
Michigan
$759M +$48.6M +7% 141
BGDI
2323
BW Gestao de Investimentos
Brazil
$758M -$354M -32% 95
HT
2324
Heritage Trust
Oklahoma
$758M +$11.5M +2% 295
S
2325
Siemens
Germany
$758M +$7.49M +1% 2