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
ORL
2426
Oak Root LLC
California
$864M +$56.1M +7% 11
BGC
2427
Blue Grotto Capital
Georgia
$862M +$33.8M +4% 33
AWP
2428
Ascent Wealth Partners
New York
$862M +$51.7M +6% 183
GCM
2429
Genus Capital Management
British Columbia, Canada
$862M +$76.5M +10% 230
RWA
2430
Redhawk Wealth Advisors
Minnesota
$861M +$63.9M +8% 377
SFM
2431
Signet Financial Management
New Jersey
$861M +$65.1M +8% 300
AIMC
2432
Alley Investment Management Company
Illinois
$861M +$35M +4% 90
CAM
2433
Clark Asset Management
New Hampshire
$860M +$127M +17% 219
PS
2434
Portfolio Strategies
New York
$860M +$92.8M +12% 70
MI
2435
MMCAP International
Cayman Islands
$860M +$28.4M +3% 208
NW
2436
Naviter Wealth
Arkansas
$859M +$47.1M +6% 286
AF
2437
Atlas FRM
Connecticut
$859M +$70K +0% 9
CC
2438
Covalis Capital
United Kingdom
$858M +$67.1M +8% 85
OHIS
2439
Oak Harvest Investment Services
Texas
$857M +$59.1M +7% 179
PJWM
2440
Philip James Wealth Mangement
Georgia
$857M +$72.9M +9% 195
TC
2441
Triata Capital
Hong Kong
$857M +$344M +67% 16
FA
2442
Fiducient Advisors
Illinois
$856M +$38.8M +5% 172
RWA
2443
River Wealth Advisors
Pennsylvania
$855M +$50.8M +6% 209
GBT
2444
Grove Bank & Trust
Florida
$855M +$53M +7% 896
IF
2445
Intrua Financial
Texas
$854M +$158M +23% 453
PWPS
2446
Pinnacle Wealth Planning Services
Ohio
$853M +$93.1M +12% 514
SWM
2447
Sendero Wealth Management
Texas
$853M +$51.7M +6% 198
CC
2448
Criteria Caixa
Spain
$853M +$91.1M +12% 22
RCIM
2449
Red Cedar Investment Management
Michigan
$853M +$61M +8% 85
MFWP
2450
Mosaic Family Wealth Partners
Missouri
$853M +$68.6M +9% 244