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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
SWP
2826
Summit Wealth Partners
Florida
$333M +$22.9M +7% 156
CG
2827
Compass Group
New York
$332M +$8.83M +3% 19
BC
2828
Brio Consultants
California
$331M +$31.7M +11% 75
PWMG
2829
Prestige Wealth Management Group
New Jersey
$331M +$47.5M +17% 950
GM
2830
GeoWealth Management
Illinois
$331M +$88.9M +37% 191
MIP
2831
Marietta Investment Partners
Wisconsin
$330M +$29.7M +10% 148
BCM
2832
Bourgeon Capital Management
Connecticut
$330M +$48.9M +17% 327
TC
2833
Toews Corporation
New Jersey
$330M -$57.9M -15% 117
PP
2834
Pegasus Partners
Wisconsin
$330M +$21.5M +7% 144
NTCM
2835
Nut Tree Capital Management
New York
$330M +$12.5M +4% 16
SL
2836
Systelligence LLC
Minnesota
$330M +$20.8M +7% 66
P8IP
2837
Pier 88 Investment Partners
California
$330M -$22.2M -6% 128
MCM
2838
Model Capital Management
Massachusetts
$330M 10
MAM
2839
Marotta Asset Management
Virginia
$330M +$17.7M +6% 83
TAA
2840
Turiya Advisors Asia
Hong Kong
$329M +$73.1M +29% 7
MWM
2841
Madison Wealth Management
Ohio
$329M +$28.3M +9% 135
PL
2842
Plancorp LLC
Missouri
$329M +$1.85M +0.6% 200
GA
2843
GFS Advisors
Texas
$328M +$5.71M +2% 129
CBA
2844
Coastal Bridge Advisors
Connecticut
$328M +$15.1M +5% 156
LFA
2845
Legacy Financial Advisors
Kentucky
$328M +$49.6M +18% 139
FRM
2846
Foundation Resource Management
Arkansas
$328M +$2.36M +0.7% 55
OL
2847
Optas LLC
Texas
$327M +$80.5M +33% 169
UAM
2848
UAS Asset Management
New York
$327M +$49.7M +18% 31
CM
2849
Columbus Macro
Pennsylvania
$327M -$39.5M -11% 151
CCA
2850
Column Capital Advisors
Indiana
$327M +$30.4M +10% 926