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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
WDL
2601
Well Done LLC
Michigan
$465M +$56.5M +14% 193
AWP
2602
Ascent Wealth Partners
New York
$465M +$45.3M +11% 146
GWWM
2603
Great Waters Wealth Management
Minnesota
$465M 86
HDIM
2604
Hanson & Doremus Investment Management
Vermont
$465M +$77.5M +20% 574
AG
2605
Advocate Group
Minnesota
$464M +$59.9M +15% 121
SFS
2606
Summit Financial Strategies
Ohio
$464M +$43.3M +10% 128
SB
2607
Samsara BioCapital
California
$464M +$36M +8% 57
LBIM
2608
Land & Buildings Investment Management
Connecticut
$464M +$9.95M +2% 22
LFA
2609
Legacy Financial Advisors
Kentucky
$464M +$45.9M +11% 258
WFAG
2610
Wescott Financial Advisory Group
Pennsylvania
$464M +$105M +29% 160
VM
2611
VPR Management
Texas
$463M +$19.8M +4% 53
DA
2612
Dillon & Associates
Michigan
$462M +$31.2M +7% 77
9WM
2613
9258 Wealth Management
Ohio
$462M +$71M +18% 347
MIG
2614
McGuire Investment Group
Rhode Island
$462M +$23.1M +5% 121
PRS
2615
Pinkerton Retirement Specialists
Idaho
$462M +$203M +78% 143
OHCM
2616
Oak Hill Capital Management
New York
$462M -$69.7M -13% 2
GFS
2617
GYL Financial Synergies
Connecticut
$462M +$95.1M +26% 223
WAM
2618
Wallington Asset Management
Indiana
$462M +$39.2M +9% 85
DWP
2619
Destiny Wealth Partners
Florida
$462M +$16.5M +4% 721
RH
2620
RenaissanceRe Holdings
Bermuda
$461M -$344M -43% 9
ZAM
2621
Zevin Asset Management
Massachusetts
$460M +$37.1M +9% 83
BL
2622
Bleichroeder LP
New York
$460M -$19.1M -4% 94
FA
2623
Faithward Advisors
Pennsylvania
$460M +$38M +9% 277
SB
2624
Sunflower Bank
Texas
$459M +$18.5M +4% 119
EEP
2625
Edgehill Endowment Partners
Connecticut
$459M +$70.5M +18% 9