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
JWBC
2401
J.W. Burns & Co
New York
$769M +$28.8M +4% 193
BBI
2402
Baxter Bros Inc
Connecticut
$769M +$5.18M +0.7% 160
MWA
2403
Monograph Wealth Advisors
California
$768M +$84.1M +12% 118
GCA
2404
Greenwood Capital Associates
South Carolina
$768M +$7.75M +1% 253
SVCP
2405
Silicon Valley Capital Partners
California
$768M +$41.6M +6% 336
TCMI
2406
Technology Crossover Management IX
California
$768M +$50.4M +7% 6
KW
2407
KWB Wealth
California
$767M +$40.3M +6% 140
EBSAM
2408
Eubel Brady & Suttman Asset Management
Ohio
$766M +$75.3M +11% 98
OPFM
2409
Optimus Prime Fund Management
Cayman Islands
$766M -$83.2M -10% 30
BWP
2410
Barlow Wealth Partners
Kentucky
$765M +$42.6M +6% 153
HWA
2411
HCR Wealth Advisors
California
$764M +$64.4M +9% 235
LNWTC
2412
Laird Norton Wetherby Trust Company
Washington
$764M +$54.6M +8% 93
SCM
2413
Simcoe Capital Management
New York
$762M +$96M +14% 22
NP
2414
Ninepoint Partners
Ontario, Canada
$762M -$169M -18% 113
PAS
2415
Professional Advisory Services
Florida
$762M +$29.4M +4% 82
CA
2416
Cornerstone Advisory
Maryland
$760M +$48.9M +7% 224
IWS
2417
Insight Wealth Strategies
California
$759M +$56.4M +8% 174
MGAM
2418
McGowan Group Asset Management
Texas
$759M +$40.9M +6% 137
CSPAM
2419
Cary Street Partners Asset Management
Virginia
$759M +$77.8M +11% 218
ACP
2420
Aviance Capital Partners
Florida
$758M +$55.2M +8% 341
MGI
2421
MayTech Global Investments
New York
$757M +$89.5M +13% 32
JTWM
2422
Jackson Thornton Wealth Management
Alabama
$756M +$103M +16% 64
AAA
2423
Adams Asset Advisors
Texas
$756M -$10.5M -1% 76
SPC
2424
Spirepoint Private Client
Florida
$755M +$49.8M +7% 220
AIA
2425
Arbor Investment Advisors
North Carolina
$755M +$71.3M +10% 119