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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
PWG
2901
Portside Wealth Group
Utah
$524M -$16.5M -3% 397
HGWM
2902
Horst & Graben Wealth Management
Oregon
$523M +$32.2M +7% 157
AOWM
2903
Alpha Omega Wealth Management
Virginia
$523M -$15.2M -3% 215
HI
2904
Hoey Investments
Pennsylvania
$523M +$74.1M +17% 412
ES
2905
Eagle Strategies
New York
$523M +$72.8M +16% 348
DAM
2906
Deltec Asset Management
New York
$523M +$15.8M +3% 176
SIG
2907
Sky Investment Group
Connecticut
$523M +$3M +0.6% 132
BWA
2908
Bordeaux Wealth Advisors
California
$523M +$222M +74% 146
WPI
2909
Walter Public Investments
Canada
$523M +$11.2M +2% 43
GPP
2910
Great Point Partners
Connecticut
$522M -$120M -19% 42
FSCM
2911
Front Street Capital Management
Montana
$522M -$10.6M -2% 73
CFO
2912
Callan Family Office
Pennsylvania
$521M +$94.3M +22% 157
TAIM
2913
Te Ahumairangi Investment Management
New Zealand
$520M -$55.1M -10% 88
DSC
2914
Duncker Streett & Co
Missouri
$520M +$13.6M +3% 499
EFG
2915
Embree Financial Group
Illinois
$520M +$10.3M +2% 194
BEI
2916
Benjamin Edwards Inc
Missouri
$520M +$16.5M +3% 784
CA
2917
Crane Advisory
California
$519M +$22.7M +5% 43
WLIM
2918
White Lighthouse Investment Management
Massachusetts
$518M +$26M +5% 126
DLCIG
2919
D.L. Carlson Investment Group
New Hampshire
$518M +$5.95M +1% 152
CWC
2920
Carolinas Wealth Consulting
North Carolina
$518M +$10.7M +2% 1,089
LKIM
2921
Lawson Kroeker Investment Management
Nebraska
$518M -$9.62M -2% 90
BDF
2922
Black Diamond Financial
Maryland
$518M +$148M +40% 142
HEIP
2923
Hudson Edge Investment Partners
New Jersey
$518M +$5.43M +1% 203
DWM
2924
Dorchester Wealth Management
Quebec, Canada
$518M -$38.1M -7% 175
PCM
2925
Primavera Capital Management
Cayman Islands
$518M -$97.7M -16% 4