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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
SWA
2676
Sax Wealth Advisors
New Jersey
$508M +$5.67M +1% 3.2% 57.2% 190 13.68%
SA
2677
Strategic Advisors
New York
$507M -$17.7M -3% 2.56% 87.3% 205 8.78%
SIM
2678
Sherborne Investors Management
New York
$507M -$40.1M -7% 7.32% 48.8% 1 0%
GA
2679
GuoLine Advisory
Singapore
$507M -$439K -0.1% 3.41% 81.9% 13 15.38%
CWS
2680
Confluence Wealth Services
Pennsylvania
$507M +$34.9M +7% 2.85% 64.5% 274 9.49%
KC
2681
Kadensa Capital
Hong Kong
$507M -$61.3M -11% 2.55% 125% 33 48.48%
PAG
2682
Private Advisory Group
Washington
$506M +$1.2M +0.2% 2.47% 134% 226 24.34%
PCS
2683
Personal CFO Solutions
New Jersey
$506M +$13.2M +3% 1.56% 74.8% 506 17.79%
MWA
2684
Monograph Wealth Advisors
California
$506M +$39.8M +9% 3.11% 59.7% 133 36.84%
BBNA
2685
Bremer Bank National Association
Minnesota
$506M -$19M -4% 2.86% 37.4% 201 6.97%
IR
2686
IAT Reinsurance
New York
$505M -$12.8M -2% 1.71% 22.4% 87 14.94%
WIA
2687
World Investment Advisors
California
$505M -$12.2M -2% 3.28% 55.4% 286 15.73%
NA
2688
Nordwand Advisors
Pennsylvania
$505M -$78.7M -13% 4.32% 66.9% 130 13.08%
PSP
2689
Principal Street Partners
Tennessee
$505M +$84M +20% 5.47% 73% 236 16.95%
SAM
2690
Synergy Asset Management
Washington
$504M +$100M +25% 2.77% 97.3% 158 62.03%
BC
2691
Bricktown Capital
Michigan
$504M -$286M -36% 3.88% 40.8% 24 8.33%
GWWM
2692
Great Waters Wealth Management
Minnesota
$504M +$812K +0.2% 3.44% 46.3% 97 6.19%
MWM
2693
Marietta Wealth Management
Georgia
$503M -$27.3M -5% 2.59% 74.7% 110 11.82%
RBCM
2694
Raub Brock Capital Management
California
$503M -$29.6M -6% 0.99% 56.3% 67 8.96%
SRFM
2695
Shannon River Fund Management
New York
$503M +$102M +25% 6.88% 337% 23 65.22%
RCM
2696
Radnor Capital Management
Pennsylvania
$503M +$269M +115% 2.72% 86.6% 306 60.46%
GGH
2697
GCM Grosvenor Holdings
Illinois
$502M +$271M +117% 4.17% 87.6% 22 45.45%
TW
2698
TrinityPoint Wealth
Connecticut
$502M -$10.3M -2% 2.7% 28.4% 301 11.96%
AIM
2699
Alpine Investment Management
Hong Kong
$500M +$73.3M +17% 4.76% 37.4% 18 77.78%
ACS
2700
Archford Capital Strategies
Illinois
$500M -$27.5M -5% 3.36% 76.2% 283 6.71%