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
SAM
2326
Synergy Asset Management
Washington
$874M +$81.2M +10% 228
PL
2327
Parthenon LLC
Kentucky
$874M +$61M +8% 128
JTWM
2328
Jackson Thornton Wealth Management
Alabama
$873M +$120M +16% 162
CT
2329
Coastline Trust
Rhode Island
$873M +$68.6M +9% 399
UMC
2330
UNC Management Company
North Carolina
$873M -$59.8M -6% 3
CVM
2331
Cheviot Value Management
California
$872M +$59.2M +7% 466
TSW
2332
Three Seasons Wealth
Utah
$872M +$670M +332% 129
CFFP
2333
Center for Financial Planning
Michigan
$872M +$89.3M +11% 724
PFGIA
2334
Patriot Financial Group Insurance Agency
Massachusetts
$871M +$125M +17% 555
CFG
2335
CKW Financial Group
Hawaii
$869M +$69.2M +9% 204
MPM
2336
MBB Public Markets
Illinois
$869M +$1.04M +0.1% 528
GWSG
2337
GPS Wealth Strategies Group
Colorado
$869M +$128M +17% 1,678
LPAM
2338
Lodestar Private Asset Management
California
$868M +$72.5M +9% 229
AP
2339
Archon Partners
New Jersey
$867M +$41M +5% 39
LCM
2340
Laurion Capital Management
New York
$867M -$434M -33% 383
SC
2341
Sierra Capital
Florida
$866M +$36.4M +4% 214
AWAG
2342
ARS Wealth Advisors Group
Florida
$866M +$159M +22% 193
HT
2343
Heritage Trust
Oklahoma
$866M +$41.1M +5% 312
EFG
2344
Everhart Financial Group
Ohio
$865M +$134M +18% 355
BCC
2345
Biglari Capital Corp
Texas
$865M +$156M +22% 13
NOCM
2346
Night Owl Capital Management
Connecticut
$865M +$64.8M +8% 32
PHP
2347
Parkman Healthcare Partners
Connecticut
$864M +$21.2M +3% 103
PP
2348
Prospector Partners
Connecticut
$862M -$13.8M -2% 99
SL
2349
SWF LLC
Nebraska
$861M +$503M +141% 6
AF
2350
Atlas FRM
Connecticut
$859M -$74.3M -8% 9