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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
FFWA
2901
FRG Family Wealth Advisors
Washington
$559M +$42.2M +8% 147
PFG
2902
PAX Financial Group
Texas
$558M +$45.5M +9% 255
WLIM
2903
White Lighthouse Investment Management
Massachusetts
$557M +$39.1M +8% 133
HGWM
2904
Horst & Graben Wealth Management
Oregon
$557M +$33.7M +6% 162
SIG
2905
Sky Investment Group
Connecticut
$557M +$34.1M +7% 141
SIG
2906
Sargent Investment Group
Maryland
$557M +$66.4M +14% 228
MCP
2907
Mirador Capital Partners
California
$556M +$24.1M +5% 202
EWA
2908
Evolution Wealth Advisors
Florida
$554M +$41.1M +8% 145
HPIA
2909
Hamilton Point Investment Advisors
North Carolina
$554M +$39.1M +8% 160
GCM
2910
Greenland Capital Management
New York
$554M +$85.6M +18% 403
PWA
2911
Physician Wealth Advisors
Utah
$554M +$11.5M +2% 189
LS
2912
Leelyn Smith
Illinois
$554M +$36.7M +7% 133
VNA
2913
Valley National Advisers
Pennsylvania
$554M -$120M -18% 1,182
GWI
2914
Grace & White Inc
New York
$554M +$21.2M +4% 138
ES
2915
Eagle Strategies
New York
$554M +$30.8M +6% 221
PGIM
2916
Pacific Global Investment Management
California
$554M +$27.2M +5% 214
AMCA
2917
Arthur M. Cohen & Associates
Illinois
$554M +$8.16M +1% 146
CA
2918
Crane Advisory
California
$553M +$34.6M +7% 44
PCMC
2919
Private Capital Management (Colorado)
Colorado
$553M +$49.6M +10% 302
MAA
2920
Mraz Amerine & Associates
California
$553M +$66.2M +14% 179
JJBC
2921
James J. Burns & Company
New York
$553M +$44.4M +9% 143
BWA
2922
Bordeaux Wealth Advisors
California
$553M +$30.2M +6% 162
HI
2923
Human Investing
Oregon
$553M +$38.4M +7% 104
DLCIG
2924
D.L. Carlson Investment Group
New Hampshire
$552M +$34.4M +7% 161
KAS
2925
Kemnay Advisory Services
New York
$552M +$71.2M +15% 26