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
PWA
2351
Provenance Wealth Advisors
Florida
$800M +$85.1M +12% 604
OCG
2352
Opus Capital Group
Ohio
$800M +$98.7M +14% 133
CWM
2353
Cabot Wealth Management
Massachusetts
$800M +$37.1M +5% 141
BIM
2354
Barton Investment Management
Pennsylvania
$800M +$48M +6% 49
BIM
2355
Baldwin Investment Management
Pennsylvania
$798M +$67.7M +9% 218
CFP
2356
Cascade Financial Partners
California
$798M +$37.2M +5% 244
FPCP
2357
Fort Point Capital Partners
California
$798M +$18.9M +2% 338
HMCP
2358
Hook Mill Capital Partners
New York
$797M +$127M +19% 50
HWCM
2359
Hudson Way Capital Management
Texas
$797M +$72.3M +10% 15
PGA
2360
Portland Global Advisors
Maine
$796M +$58.5M +8% 136
CM
2361
Condire Management
Texas
$796M +$55.1M +7% 18
MCM
2362
Mattern Capital Management
Colorado
$795M +$70.7M +10% 163
PAG
2363
Private Advisory Group
Washington
$794M +$32.5M +4% 224
CPBTD
2364
Central Pacific Bank - Trust Division
Hawaii
$793M -$45.5M -5% 985
B
2365
Bensler
Washington
$793M +$49.6M +7% 170
CB
2366
Community Bank
New York
$793M +$33M +4% 411
CIC
2367
Cutler Investment Counsel
Oregon
$793M +$57.8M +8% 132
IFWM
2368
Institute for Wealth Management
Colorado
$792M +$46.3M +6% 560
ORL
2369
Oak Root LLC
California
$792M +$42M +6% 15
SP
2370
ShawSpring Partners
Massachusetts
$792M +$98.3M +14% 10
RFA
2371
RTD Financial Advisors
Pennsylvania
$790M +$46.3M +6% 111
AIMC
2372
Alley Investment Management Company
Illinois
$790M +$57.4M +8% 86
ACG
2373
Allen Capital Group
Nebraska
$789M +$78.9M +11% 229
RCIM
2374
Red Cedar Investment Management
Michigan
$788M +$54.9M +7% 82
RB
2375
Rodgers Brothers
Pennsylvania
$787M +$49M +7% 249