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
TWM
2301
Tanager Wealth Management
United Kingdom
$952M +$105M +12% 136
KPF
2302
K2 Principal Fund
Ontario, Canada
$952M +$406M +75% 412
RZH
2303
Relyea Zuckerberg Hanson
Connecticut
$951M +$97.9M +11% 279
PE
2304
PSG Equity
Massachusetts
$951M +$53.8M +6% 1
SPC
2305
Spirepoint Private Client
Florida
$951M +$65.6M +7% 287
RCG
2306
Rock Creek Group
District of Columbia
$950M +$97.3M +11% 59
PGCM
2307
Prescott Group Capital Management
Oklahoma
$949M +$101M +12% 254
SWM
2308
SeaCrest Wealth Management
New York
$948M +$27.1M +3% 684
CPC
2309
Consolidated Planning Corp
Georgia
$948M +$151M +19% 220
HAM
2310
HoldCo Asset Management
Florida
$948M +$309M +48% 27
IPAM
2311
ICICI Prudential Asset Management
India
$947M +$144M +18% 165
GWSG
2312
GPS Wealth Strategies Group
Colorado
$947M +$78.2M +9% 1,714
CA
2313
Continuum Advisory
Idaho
$946M +$115M +14% 460
CAS
2314
Coppell Advisory Solutions
Texas
$944M +$101M +12% 418
SDH
2315
Sloy Dahl & Holst
Washington
$944M +$224M +31% 121
MC
2316
Meteora Capital
Florida
$944M +$408M +76% 365
HT
2317
Heritage Trust
Oklahoma
$944M +$77.6M +9% 309
KM
2318
Kora Management
New York
$942M +$128M +16% 7
RDWM
2319
Red Door Wealth Management
Tennessee
$942M +$104M +12% 304
AP
2320
Archon Partners
New Jersey
$941M +$74.3M +9% 41
CVM
2321
Cheviot Value Management
California
$940M +$68M +8% 455
SG
2322
SCHF (GPE)
Wyoming
$938M +$96.3M +11% 10
HIC
2323
Harvey Investment Company
Kentucky
$937M +$27.2M +3% 104
FCM
2324
FJ Capital Management
Virginia
$937M -$6.38M -0.7% 194
CFFP
2325
Center for Financial Planning
Michigan
$936M +$63.7M +7% 702