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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
PFG
2901
PAX Financial Group
Texas
$558M +$45.5M +9% 255
WLIM
2902
White Lighthouse Investment Management
Massachusetts
$557M +$39.1M +8% 133
HGWM
2903
Horst & Graben Wealth Management
Oregon
$557M +$33.7M +6% 162
SIG
2904
Sky Investment Group
Connecticut
$557M +$34.1M +7% 141
SIG
2905
Sargent Investment Group
Maryland
$557M +$66.4M +14% 228
MCP
2906
Mirador Capital Partners
California
$556M +$24.1M +5% 202
EWA
2907
Evolution Wealth Advisors
Florida
$554M +$41.1M +8% 145
HPIA
2908
Hamilton Point Investment Advisors
North Carolina
$554M +$39.1M +8% 160
GCM
2909
Greenland Capital Management
New York
$554M +$85.6M +18% 403
PWA
2910
Physician Wealth Advisors
Utah
$554M +$11.5M +2% 189
LS
2911
Leelyn Smith
Illinois
$554M +$36.7M +7% 133
VNA
2912
Valley National Advisers
Pennsylvania
$554M -$120M -18% 1,182
GWI
2913
Grace & White Inc
New York
$554M +$21.2M +4% 138
ES
2914
Eagle Strategies
New York
$554M +$30.8M +6% 221
PGIM
2915
Pacific Global Investment Management
California
$554M +$27.2M +5% 214
AMCA
2916
Arthur M. Cohen & Associates
Illinois
$554M +$8.16M +1% 146
CA
2917
Crane Advisory
California
$553M +$34.6M +7% 44
PCMC
2918
Private Capital Management (Colorado)
Colorado
$553M +$49.6M +10% 302
MAA
2919
Mraz Amerine & Associates
California
$553M +$66.2M +14% 179
JJBC
2920
James J. Burns & Company
New York
$553M +$44.4M +9% 143
BWA
2921
Bordeaux Wealth Advisors
California
$553M +$30.2M +6% 162
HI
2922
Human Investing
Oregon
$553M +$38.4M +7% 104
DLCIG
2923
D.L. Carlson Investment Group
New Hampshire
$552M +$34.4M +7% 161
KAS
2924
Kemnay Advisory Services
New York
$552M +$71.2M +15% 26
AG
2925
Advocate Group
Minnesota
$552M +$54.9M +11% 125