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
CWG
2426
Cornerstone Wealth Group
North Carolina
$562M +$33.6M +6% 156
CBT
2427
Central Bank & Trust
Kentucky
$562M +$32M +6% 456
SPWG
2428
Syntegra Private Wealth Group
Missouri
$562M +$63M +13% 122
ACM
2429
Advance Capital Management
Michigan
$562M -$194M -26% 115
SLG
2430
Stanley-Laman Group
Pennsylvania
$562M +$36.9M +7% 265
GIP
2431
Greatmark Investment Partners
Georgia
$561M +$14.1M +3% 129
FAM
2432
Flaharty Asset Management
Florida
$560M +$26M +5% 120
LPAM
2433
Lodestar Private Asset Management
California
$560M +$38.8M +7% 197
DCC
2434
Dow Chemical Company
Michigan
$560M +$149M +36% 7
OA
2435
Oxbow Advisors
Texas
$559M +$28.7M +5% 226
RIA
2436
Retirement Investment Advisors
Oklahoma
$559M +$404M +262% 73
BEAM
2437
Baker Ellis Asset Management
Washington
$559M +$42.5M +8% 221
SAM
2438
Simplify Asset Management
Nevada
$558M -$32.6M -6% 134
1SP
2439
140 Summer Partners
New York
$558M +$73.7M +15% 14
TIP
2440
Torray Investment Partners
Maryland
$557M +$2.08M +0.4% 106
BHWM
2441
Beaird Harris Wealth Management
Texas
$557M +$22.1M +4% 778
IDA
2442
Intelligence Driven Advisers
California
$556M +$10.9M +2% 106
CHC
2443
City Holding Co
West Virginia
$556M +$20.6M +4% 539
CA
2444
Cornerstone Advisory
Maryland
$555M +$47.8M +9% 215
CCM
2445
CloudAlpha Capital Management
Hong Kong
$555M +$355M +177% 33
CIM
2446
Chiron Investment Management
New York
$555M +$129M +30% 184
AT
2447
Arden Trust
Delaware
$554M +$61.7M +13% 302
STB
2448
S&T Bank
Pennsylvania
$554M +$12M +2% 113
JCM
2449
JS Capital Management
New York
$554M +$174M +46% 30
RWA
2450
Ropes Wealth Advisors
Massachusetts
$553M -$3.51M -0.6% 274