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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
LNWTC
2626
Laird Norton Wetherby Trust Company
Washington
$731M -$32.2M -4% 1.06% 88.1% 96 29.17%
IWP
2627
Insight Wealth Partners
Texas
$730M +$224M +44% 0.9% 63.2% 104 12.5%
LG
2628
LaFleur & Godfrey
Michigan
$729M +$4.33M +0.6% 3.73% 85.2% 154 7.14%
MIM
2629
Monashee Investment Management
Massachusetts
$729M -$194M -21% 3.3% 520% 127 84.25%
SB
2630
Samsara BioCapital
California
$729M +$208M +40% 139% 1,580% 47 19.15%
AWAG
2631
ARS Wealth Advisors Group
Florida
$728M -$85.8M -11% 2.01% 77.1% 183 17.49%
SGCA
2632
Steel Grove Capital Advisors
Tennessee
$728M +$16M +2% 4.02% 93% 202 19.8%
EA
2633
Emerald Advisors
Washington
$726M +$34.7M +5% 2.78% 78.4% 96 9.38%
BIA
2634
Biondo Investment Advisors
Pennsylvania
$726M -$3.93M -0.5% 2.18% 83.4% 93 4.3%
CA
2635
Crewe Advisors
Utah
$725M -$137M -16% 0.03% 96.1% 818 33.86%
TS
2636
Tamar Securities
California
$725M +$13.2M +2% 0.85% 84.8% 82 18.29%
PAS
2637
Professional Advisory Services
Florida
$725M -$37.2M -5% 2.41% 61.8% 83 8.43%
CC
2638
Conversant Capital
New Jersey
$724M -$197M -21% 4.89% 228% 21 42.86%
ACP
2639
Aviance Capital Partners
Florida
$724M -$34.4M -5% 2.91% 98.2% 348 11.78%
AA
2640
AF Advisors
California
$723M +$14.7M +2% 2.56% 76.5% 24 16.67%
AWM
2641
Avitas Wealth Management
California
$723M +$11.5M +2% 4.47% 56.2% 204 10.29%
DA
2642
Dillon & Associates
Michigan
$721M +$10.4M +1% 3.33% 98.2% 82 2.44%
CM
2643
Columbus Macro
Pennsylvania
$721M +$446M +162% 1.96% 46.8% 220 25.45%
GBT
2644
Grove Bank & Trust
Florida
$720M +$43.5M +6% 0.97% 71.8% 869 24.86%
BFC
2645
Bedel Financial Consulting
Indiana
$720M +$11.4M +2% 5% 104% 275 8.73%
CC
2646
Crosslink Capital
California
$719M -$25.7M -3% 7.66% 135% 22 27.27%
OHIS
2647
Oak Harvest Investment Services
Texas
$717M +$20.8M +3% 4.46% 112% 175 33.14%
JCM
2648
Jag Capital Management
Missouri
$717M -$112M -13% 11% 230% 153 20.26%
SFA
2649
Souders Financial Advisors
Ohio
$716M -$1.75M -0.2% 0.39% 54.9% 184 11.41%
IWA
2650
Inspirion Wealth Advisors
Illinois
$716M +$825K +0.1% 0.14% 47% 164 10.37%