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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
EA
2851
Emerald Advisors
Washington
$562M +$37M +7% 10.3% 78.4% 95 8.42%
NCM
2852
Northside Capital Management
Oregon
$561M +$241M +76% 17.9% 94.8% 127 14.17%
OBWG
2853
Onyx Bridge Wealth Group
New York
$560M +$64.2M +13% 7.89% 67.4% 282 17.73%
CFO
2854
CVA Family Office
Colorado
$560M +$46.9M +9% 8.06% 57.4% 1,080 5.56%
LFA
2855
Legacy Financial Advisors
Kentucky
$558M +$37.6M +7% 8.75% 65.8% 338 15.68%
MIOT
2856
Massachusetts Institute of Technology
Massachusetts
$558M +$18.6M +3% 9.68% 50.8% 10 50%
CAC
2857
Core Alternative Capital
Georgia
$558M -$25.3M -4% 7.38% 57.5% 381 11.55%
DWP
2858
Destiny Wealth Partners
Florida
$558M +$25.6M +5% 6.03% 51.9% 170 14.12%
CGIM
2859
Capital Group Investment Management
Singapore
$558M -$395M -41% 13.1% 120% 198 12.63%
GHAM
2860
Gilman Hill Asset Management
Connecticut
$558M +$20.5M +4% 7.5% 50.7% 229 14.41%
CG
2861
Cynosure Group
Utah
$557M +$541K +0.1% 7.49% 48.9% 353 68.84%
MFG
2862
MidWestOne Financial Group
Iowa
$557M +$30.3M +6% 4.32% 62.7% 304 12.17%
VCM
2863
Virtue Capital Management
Tennessee
$557M +$63.1M +13% 7.79% 61.9% 421 30.4%
1WA
2864
180 Wealth Advisors
Washington
$556M +$56.6M +11% 11% 136% 424 13.92%
SG
2865
Strid Group
Pennsylvania
$556M +$61.4M +12% 8.2% 50.4% 58 18.97%
AHSW
2866
Adventist Health System West
California
$556M +$40.1M +8% 7.88% 49% 5 0%
CWP
2867
Concord Wealth Partners
Virginia
$556M +$56.3M +11% 9.29% 66% 922 20.61%
DWM
2868
Dorchester Wealth Management
Quebec, Canada
$556M +$15.1M +3% 4.1% 18.3% 169 8.28%
GWI
2869
Grace & White Inc
New York
$555M -$14.8M -3% 6.24% 61.5% 142 5.63%
MWP
2870
Meridian Wealth Partners
Pennsylvania
$554M +$30.3M +6% 6.49% 42.2% 111 12.61%
PAMI
2871
Perseverance Asset Management International
Cayman Islands
$554M +$134M +32% 2.07% 68.4% 21 14.29%
MAM
2872
Montanaro Asset Management
United Kingdom
$554M +$22.1M +4% 7.73% 37.4% 47 14.89%
KIA
2873
Knollwood Investment Advisory
Maryland
$553M +$72.5M +15% 16.6% 117% 210 3.81%
BTWM
2874
Baker Tilly Wealth Management
Wisconsin
$553M -$56M -9% 7.82% 83.6% 479 17.12%
VFM
2875
Viking Fund Management
North Dakota
$553M +$38.7M +8% 9.54% 104% 129 13.18%