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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
GWWM
2551
Great Waters Wealth Management
Minnesota
$721M -$58.5M -8% 0.83% 46.3% 116 14.66%
SWM
2552
Sendero Wealth Management
Texas
$721M +$49.3M +7% 2.83% 77.4% 192 19.27%
MPMG
2553
Minneapolis Portfolio Management Group
Minnesota
$720M -$38.5M -5% 1.51% 140% 30 3.33%
IWA
2554
Inspirion Wealth Advisors
Illinois
$720M +$3.97M +0.6% 0.14% 47% 170 15.88%
FI
2555
Fractal Investments
Connecticut
$720M +$66.1M +10% 7.77% 86.4% 82 18.29%
RWA
2556
River Wealth Advisors
Pennsylvania
$720M -$34.9M -5% 2.94% 67.7% 209 7.18%
SP
2557
Symmetry Partners
Connecticut
$719M +$16M +2% 0.57% 58.5% 143 15.38%
APWA
2558
Atlas Private Wealth Advisors
New Jersey
$717M +$12.3M +2% 2.08% 51.6% 192 15.63%
JA
2559
JLB & Associates
Michigan
$717M -$19.5M -3% 0.21% 57.7% 78 6.41%
SCA
2560
Stillwater Capital Advisors
Pennsylvania
$717M -$91.9M -11% 5.45% 121% 71 5.63%
SFA
2561
Souders Financial Advisors
Ohio
$716M +$331K +0% 0.75% 45.5% 195 15.9%
OHIS
2562
Oak Harvest Investment Services
Texas
$716M -$1.56M -0.2% 0.21% 112% 172 25.58%
PCM
2563
Primavera Capital Management
Cayman Islands
$715M +$73.1M +11% 13.9% 23.8% 3 0%
PAS
2564
Professional Advisory Services
Florida
$714M -$10.5M -1% 0.57% 61.8% 85 10.59%
WF
2565
WoodTrust Financial
Wisconsin
$714M +$3.11M +0.4% 0.7% 71.9% 188 19.15%
AGAM
2566
Avalon Global Asset Management
California
$714M +$297M +71% 8.74% 177% 45 51.11%
NG
2567
Novem Group
New York
$713M +$26.2M +4% 1.21% 408 16.91%
NAS
2568
NWF Advisory Services
California
$712M +$29.3M +4% 0.95% 111% 430 49.53%
NC
2569
Nitorum Capital
New York
$712M -$158M -18% 5.28% 55.1% 29 13.79%
CA
2570
Crewe Advisors
Utah
$712M -$13.7M -2% 2.18% 96.1% 765 21.96%
RMC
2571
Resources Management Corp
Connecticut
$711M -$21.5M -3% 0.95% 65.2% 457 12.69%
ACM
2572
Atika Capital Management
New York
$711M -$230M -24% 4% 553% 104 59.62%
PO
2573
Paradigm Operations
California
$711M -$314M -31% 30.6% 207% 1 0%
ACP
2574
Aviance Capital Partners
Florida
$711M -$12.8M -2% 1.27% 83.6% 349 11.46%
WD
2575
WGI DM
Massachusetts
$711M 10.8% 5