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
CIC
2301
Cutler Investment Counsel
Oregon
$954M +$55.1M +6% 143
QIM
2302
Quest Investment Management
Oregon
$953M +$42.4M +5% 138
PCI
2303
Planning Center Inc
Illinois
$953M +$48.3M +5% 75
DCP
2304
Diameter Capital Partners
New York
$953M +$594M +166% 50
TWM
2305
Tanager Wealth Management
United Kingdom
$952M +$105M +12% 136
KPF
2306
K2 Principal Fund
Ontario, Canada
$952M +$406M +75% 412
RZH
2307
Relyea Zuckerberg Hanson
Connecticut
$951M +$97.9M +11% 279
PE
2308
PSG Equity
Massachusetts
$951M +$53.8M +6% 1
SPC
2309
Spirepoint Private Client
Florida
$951M +$65.6M +7% 287
RCG
2310
Rock Creek Group
District of Columbia
$950M +$97.3M +11% 59
PGCM
2311
Prescott Group Capital Management
Oklahoma
$949M +$101M +12% 254
SWM
2312
SeaCrest Wealth Management
New York
$948M +$27.1M +3% 684
CPC
2313
Consolidated Planning Corp
Georgia
$948M +$151M +19% 220
HAM
2314
HoldCo Asset Management
Florida
$948M +$309M +48% 27
IPAM
2315
ICICI Prudential Asset Management
India
$947M +$144M +18% 165
GWSG
2316
GPS Wealth Strategies Group
Colorado
$947M +$78.2M +9% 1,714
CA
2317
Continuum Advisory
Idaho
$946M +$115M +14% 460
CAS
2318
Coppell Advisory Solutions
Texas
$944M +$101M +12% 418
SDH
2319
Sloy Dahl & Holst
Washington
$944M +$224M +31% 121
MC
2320
Meteora Capital
Florida
$944M +$408M +76% 365
HT
2321
Heritage Trust
Oklahoma
$944M +$77.6M +9% 309
KM
2322
Kora Management
New York
$942M +$128M +16% 7
RDWM
2323
Red Door Wealth Management
Tennessee
$942M +$104M +12% 304
AP
2324
Archon Partners
New Jersey
$941M +$74.3M +9% 41
CVM
2325
Cheviot Value Management
California
$940M +$68M +8% 455