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
HI
2451
Hendershot Investments
Virginia
$735M +$993K +0.1% 133
HFS
2452
Howard Financial Services
Texas
$734M -$734K -0.1% 199
MWA
2453
Monograph Wealth Advisors
California
$734M -$22.2M -3% 124
TAMH
2454
Taikang Asset Management (HK)
Hong Kong
$734M +$53.6M +8% 119
GIP
2455
Greatmark Investment Partners
Georgia
$733M -$1.03M -0.1% 145
BWP
2456
BlueStem Wealth Partners
Minnesota
$733M -$28.4M -4% 113
TCM
2457
TCG Crossover Management
California
$733M -$290M -28% 38
MBTD
2458
Mechanics Bank - Trust Department
California
$733M -$17.5M -2% 230
I
2459
INVST
Indiana
$733M -$90.2M -11% 342
FACM
2460
Forest Avenue Capital Management
Florida
$732M -$332M -31% 25
EFG
2461
Everhart Financial Group
Ohio
$731M +$245M +51% 351
AIA
2462
Arbor Investment Advisors
North Carolina
$731M +$21.5M +3% 117
AAA
2463
Adams Asset Advisors
Texas
$729M -$49.5M -6% 80
MCM
2464
Mainstay Capital Management
Michigan
$729M +$71.8M +11% 117
HIGP
2465
Hill Investment Group Partners
Missouri
$728M -$18.1M -2% 82
SP
2466
ShawSpring Partners
Massachusetts
$728M -$27.2M -4% 12
CPC
2467
Consolidated Planning Corp
Georgia
$726M -$8.33M -1% 222
AIC
2468
AWM Investment Company
New York
$726M -$94.9M -12% 104
TFA
2469
Teamwork Financial Advisors
Texas
$726M -$41.9M -5% 181
CG
2470
Cynosure Group
Utah
$726M +$56.4M +8% 389
IGGA
2471
Iron Gate Global Advisors
Utah
$725M +$16.4M +2% 103
PSC
2472
Portman Square Capital
United Kingdom
$725M +$205M +39% 184
NA
2473
Navellier & Associates
Nevada
$724M -$110M -13% 384
CMHI
2474
CVC Management Holdings II
Jersey
$724M -$163M -18% 3
CPBTD
2475
Central Pacific Bank - Trust Division
Hawaii
$723M -$41M -5% 944