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
TM
2401
THRC Management
Texas
$633M +$76M +14% 25
AOWM
2402
Alpha Omega Wealth Management
Virginia
$633M -$18.1M -3% 230
BL
2403
BFSG LLC
California
$632M -$87M -12% 236
SMG
2404
Spectrum Management Group
Indiana
$631M -$64.5M -9% 368
AAM
2405
Auxier Asset Management
Oregon
$631M -$13.5M -2% 177
FWM
2406
Focused Wealth Management
New York
$630M -$16.5M -3% 1,094
LIA
2407
LS Investment Advisors
Michigan
$630M -$32.8M -5% 161
ECA
2408
Endeavour Capital Advisors
Connecticut
$629M -$83M -12% 67
RWA
2409
RGT Wealth Advisors
Texas
$629M -$26.6M -4% 357
BPM
2410
Blue Pool Management
Hong Kong
$628M -$149M -19% 5
JWBC
2411
J.W. Burns & Co
New York
$628M -$62.5M -9% 190
PWPCM
2412
Perella Weinberg Partners Capital Management
New York
$628M +$87.9M +16% 30
MIOT
2413
Massachusetts Institute of Technology
Massachusetts
$627M -$111M -15% 12
CBT
2414
Central Bank & Trust
Kentucky
$627M -$21.4M -3% 342
RWA
2415
River Wealth Advisors
Pennsylvania
$626M -$18.7M -3% 228
PA
2416
Planning Alternatives
Michigan
$626M -$22.3M -3% 50
LFG
2417
Larson Financial Group
Missouri
$626M -$4.32M -0.7% 1,204
ACM
2418
Academy Capital Management
Texas
$626M -$17.7M -3% 39
KFP
2419
KMG Fiduciary Partners
Ohio
$625M -$20.8M -3% 210
VWA
2420
V Wealth Advisors
Kansas
$625M -$57.2M -8% 481
DWM
2421
Dorchester Wealth Management
Quebec, Canada
$624M +$121M +24% 165
WP
2422
WealthShield Partners
North Carolina
$624M +$23.6M +4% 382
KCMH
2423
Kontiki Capital Management (HK)
Hong Kong
$624M -$100M -14% 7
TIP
2424
Torray Investment Partners
Maryland
$623M -$54.6M -8% 108
AEPLI
2425
AH Equity Partners LSV I
California
$623M -$218M -26% 3