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
MCM
2401
Monarch Capital Management
Indiana
$246M -$16.3M -6% 104
CFG
2402
CKW Financial Group
Hawaii
$245M -$9.19M -4% 353
WIP
2403
Wayzata Investment Partners
Minnesota
$245M +$55.3M +29% 2
CCM
2404
Carlson Capital Management
Minnesota
$244M -$19.1M -7% 60
GIA
2405
Gargoyle Investment Advisor
New Jersey
$244M -$18.5M -7% 192
ACP
2406
Aviance Capital Partners
Florida
$244M -$23.8M -9% 215
GFG
2407
Gray Financial Group
Georgia
$243M -$29.7M -11% 59
GC
2408
Grace Capital
Massachusetts
$243M $0 0% 107
BP
2409
Banbury Partners
North Carolina
$242M +$72.5M +43% 16
WFC
2410
West Face Capital
Ontario, Canada
$241M -$97.6M -29% 5
GIM
2411
Greystone Investment Management
Ohio
$241M -$23.4M -9% 63
BWFM
2412
Bridgewater Wealth & Financial Management
Maryland
$241M +$5.6M +2% 94
FTIM
2413
Flowering Tree Investment Management
Singapore
$241M -$25M -9% 5
SAS
2414
Spectrum Advisory Services
Georgia
$241M -$21.7M -8% 160
WA
2415
WBH Advisory
Maryland
$241M -$13.8M -5% 210
GAM
2416
Griffin Asset Management
New York
$240M -$20.2M -8% 106
WA
2417
WealthTrust Axiom
Pennsylvania
$240M -$30.3M -11% 239
GB
2418
Gunma Bank
Japan
$240M -$3.99M -2% 15
HCP
2419
Holt Capital Partners
Texas
$240M -$7.45M -3% 243
AFWA
2420
Ancora Family Wealth Advisors
Ohio
$240M 198
MWM
2421
Modera Wealth Management
New Jersey
$240M -$13.7M -5% 87
SP
2422
Summit Partners
Massachusetts
$240M -$62.1M -21% 3
TWM
2423
Tanglewood Wealth Management
Texas
$239M +$11.7M +5% 10
BCM
2424
Beddow Capital Management
Wyoming
$239M -$46.6M -16% 43
PCA
2425
Private Capital Advisors
Connecticut
$239M -$67.7M -22% 141