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
CAS
2301
Coppell Advisory Solutions
Texas
$944M +$101M +12% 418
SDH
2302
Sloy Dahl & Holst
Washington
$944M +$224M +31% 121
MC
2303
Meteora Capital
Florida
$944M +$408M +76% 365
HT
2304
Heritage Trust
Oklahoma
$944M +$77.6M +9% 309
KM
2305
Kora Management
New York
$942M +$128M +16% 7
RDWM
2306
Red Door Wealth Management
Tennessee
$942M +$104M +12% 304
AP
2307
Archon Partners
New Jersey
$941M +$74.3M +9% 41
CVM
2308
Cheviot Value Management
California
$940M +$68M +8% 455
SG
2309
SCHF (GPE)
Wyoming
$938M +$96.3M +11% 10
HIC
2310
Harvey Investment Company
Kentucky
$937M +$27.2M +3% 104
FCM
2311
FJ Capital Management
Virginia
$937M -$6.38M -0.7% 194
CFFP
2312
Center for Financial Planning
Michigan
$936M +$63.7M +7% 702
SFC
2313
SYM Financial Corp
Indiana
$935M +$41.2M +5% 472
CT
2314
Coastline Trust
Rhode Island
$932M +$58.7M +7% 407
PRS
2315
Pinkerton Retirement Specialists
Idaho
$930M +$92.1M +11% 162
RPC
2316
Rossmore Private Capital
Connecticut
$928M +$71.5M +8% 331
IC
2317
Inscription Capital
Texas
$928M +$234M +34% 668
TFA
2318
Toth Financial Advisory
Virginia
$926M +$70M +8% 838
TC
2319
Tairen Capital
Hong Kong
$925M -$53.1M -5% 101
MC
2320
Middleton & Co
Massachusetts
$925M +$35M +4% 169
SP
2321
Summit Partners
Massachusetts
$924M -$494M -35% 8
FWM
2322
Focused Wealth Management
New York
$924M +$105M +13% 207
RIM
2323
Redwood Investment Management
Arizona
$923M -$19.8M -2% 334
CG
2324
Cynosure Group
Utah
$921M +$37.9M +4% 395
MIOT
2325
Massachusetts Institute of Technology
Massachusetts
$920M -$75.1M -8% 13