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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
BIP
2926
Blueprint Investment Partners
North Carolina
$551M +$89.4M +19% 175
CWC
2927
Carolinas Wealth Consulting
North Carolina
$551M +$33.1M +6% 1,109
WP
2928
Wedgewood Partners
Missouri
$551M +$60.8M +12% 19
WA
2929
Wealthstream Advisors
New York
$550M +$277M +101% 166
ERWM
2930
Elk River Wealth Management
Colorado
$550M +$38.7M +8% 98
MAP
2931
Moody Aldrich Partners
Massachusetts
$550M +$36.7M +7% 218
OQS
2932
Occudo Quantitative Strategies
Florida
$549M -$14.8M -3% 1,071
LKIM
2933
Lawson Kroeker Investment Management
Nebraska
$549M +$30.9M +6% 92
SP
2934
Stablepoint Partners
Massachusetts
$549M +$32.9M +6% 245
T
2935
TOBAM
France
$548M -$89.4M -14% 348
DWM
2936
Dorchester Wealth Management
Quebec, Canada
$548M +$30.6M +6% 173
DSC
2937
Duncker Streett & Co
Missouri
$548M +$27.8M +5% 499
ANB
2938
Amarillo National Bank
Texas
$547M +$21.7M +4% 93
WDL
2939
Well Done LLC
Michigan
$547M +$66M +14% 189
DWA
2940
Divergent Wealth Advisors
Utah
$547M +$30M +6% 33
GG
2941
Gleason Group
Kentucky
$546M +$53.5M +11% 272
BAM
2942
Bell Asset Management
Australia
$546M -$167M -23% 65
WAM
2943
Wilsey Asset Management
California
$545M +$69.2M +15% 22
BIA
2944
Bell Investment Advisors
California
$545M +$35.9M +7% 1,970
TWM
2945
Thrive Wealth Management
Pennsylvania
$545M +$34.4M +7% 231
CFS
2946
CRA Financial Services
New Jersey
$545M +$49.5M +10% 273
AOWM
2947
Alpha Omega Wealth Management
Virginia
$545M +$21.5M +4% 215
WCP
2948
Waterfront Capital Partners
New York
$544M -$235M -30% 47
KIG
2949
Kowal Investment Group
Wisconsin
$544M +$42.5M +8% 205
TA
2950
TRB Advisors
New York
$543M +$6.95M +1% 6