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
HT
2326
Heritage Trust
Oklahoma
$710M +$69.7M +11% 277
IAS
2327
Insigneo Advisory Services
Florida
$710M +$219M +45% 455
HTIM
2328
Harbour Trust & Investment Management
Indiana
$709M 162
SPWG
2329
Syntegra Private Wealth Group
Missouri
$709M +$71.7M +11% 134
MAP
2330
Madison Avenue Partners
New York
$708M +$3.54M +0.5% 22
LI
2331
LVZ Inc
Michigan
$708M +$87.9M +14% 146
RPC
2332
Rossmore Private Capital
Connecticut
$708M +$47.6M +7% 237
PHP
2333
Parkman Healthcare Partners
Connecticut
$707M +$161M +30% 113
GC
2334
Gilbert & Cook
Iowa
$707M +$72.5M +11% 229
GWS
2335
Glassman Wealth Services
Virginia
$706M +$87.2M +14% 2,116
DPW
2336
DiNuzzo Private Wealth
Pennsylvania
$704M 1,389
SP
2337
Solel Partners
Massachusetts
$704M +$40.5M +6% 29
BWP
2338
Barlow Wealth Partners
Kentucky
$704M 148
SFP
2339
Shepherd Financial Partners
Massachusetts
$703M +$66.1M +10% 214
ACM
2340
Atika Capital Management
New York
$703M +$1.45M +0.2% 96
CA
2341
Continuum Advisory
Idaho
$703M +$79M +13% 499
MIM
2342
Miller Investment Management
Pennsylvania
$703M +$67.5M +11% 105
SSWM
2343
Sheets Smith Wealth Management
North Carolina
$703M +$46.3M +7% 525
OCAM
2344
Owl Creek Asset Management
New York
$703M -$82M -10% 102
CCM
2345
CloudAlpha Capital Management
Hong Kong
$700M -$51.5M -7% 54
CIC
2346
Cutler Investment Counsel
Oregon
$700M +$65.2M +10% 132
DIA
2347
Dean Investment Associates
Ohio
$700M +$90.3M +15% 216
PAS
2348
Professional Advisory Services
Florida
$700M +$91.8M +15% 73
PC
2349
Pier Capital
Connecticut
$699M +$78.9M +13% 139
RIA
2350
Retirement Investment Advisors
Oklahoma
$699M -$400M -36% 67