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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
EPIMS
2801
Evelyn Partners Investment Management Services
$609M +$35.9M +6% 0.55% 285 7.72%
MSWM
2802
McGlone Suttner Wealth Management
Wisconsin
$609M +$10.3M +2% 1.14% 56% 202 19.31%
GWA
2803
Gratus Wealth Advisors
Virginia
$609M -$15.6M -2% 2.44% 135 11.11%
CWP
2804
Concord Wealth Partners
Virginia
$609M -$1.61M -0.3% 1.07% 66% 994 25.25%
AAM
2805
ACK Asset Management
Connecticut
$609M -$137M -18% 8% 99.7% 25 32%
AO
2806
Allen Operations
New York
$608M -$22.7M -4% 1.02% 221% 31 6.45%
PG
2807
Proffitt & Goodson
Tennessee
$608M +$4.88M +0.8% 0.35% 48.5% 275 13.09%
PCOC
2808
Power Corp of Canada
Canada
$607M -$32.8M -5% 5.13% 14.3% 1 0%
UFF
2809
USA Financial Formulas
Michigan
$606M -$30.8M -5% 2.5% 78% 379 52.24%
MTWSIF
2810
Mivtachim The Workers Social Insurance Fund
Israel
$605M -$3.09M -0.5% 4.51% 124% 43 46.51%
WAM
2811
Warberg Asset Management
Illinois
$605M -$50.1M -8% 0.16% 49.8% 250 43.2%
CC
2812
Conversant Capital
New Jersey
$605M -$119M -16% 2.38% 178% 23 60.87%
RH
2813
Riverstone Holdings
New York
$605M -$28.6M -5% 1.09% 89.8% 6 16.67%
BCM
2814
Bayesian Capital Management
New York
$604M -$213M -26% 0.68% 113% 1,036 82.92%
CICC
2815
Capital Investment Counsel (Colorado)
Colorado
$604M +$5.23M +0.9% 0.29% 124 8.06%
GEA
2816
Glen Eagle Advisors
New Jersey
$604M +$1.31M +0.2% 1.32% 63% 1,125 6.13%
FAC
2817
Financial Advisory Corporation
Michigan
$604M +$31.1M +5% 0.93% 48 18.75%
FAN
2818
Financial Advisors Network
California
$603M +$1.9M +0.3% 0.11% 216 27.78%
SWA
2819
Serenus Wealth Advisors
California
$603M +$27.1M +5% 2.81% 66 12.12%
IVAV
2820
Index Venture Associates VI
Jersey
$602M +$63.1M +12% 11.7% 269% 1 0%
DLP
2821
De Lisle Partners
United Kingdom
$602M -$80M -12% 9.9% 196 8.16%
LA
2822
Lifeworks Advisors
Michigan
$602M +$47.6M +9% 1.06% 53.8% 342 20.76%
EAM
2823
EFG Asset Management
Oregon
$602M -$131M -18% 8.89% 211% 196 21.43%
NP
2824
Ninepoint Partners
Ontario, Canada
$602M -$87.1M -13% 7.94% 38.6% 112 39.29%
TFO
2825
Tarbox Family Office
California
$602M -$4.67M -0.8% 1.93% 49.1% 110 5.45%