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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
BSSFA
2951
Baron Silver Stevens Financial Advisors
Florida
$456M +$71.7M +19% 5.37% 44% 112 10.71%
1WA
2952
180 Wealth Advisors
Washington
$455M +$25.6M +6% 8.32% 136% 394 14.72%
SM
2953
Skaana Management
New York
$455M +$127M +39% 4.18% 168% 220 34.55%
AG
2954
Advocate Group
Minnesota
$454M -$3.51M -0.8% 0.74% 47.3% 121 4.96%
CAM
2955
Crestone Asset Management
Colorado
$454M -$16.3M -3% 5.58% 6.65% 81 11.11%
BT
2956
Brandywine Trust
Delaware
$454M +$83.2M +22% 5.9% 11.9% 29 13.79%
DWA
2957
Divergent Wealth Advisors
Utah
$454M +$25.1M +6% 5.74% 14.7% 31 9.68%
MRWM
2958
ML&R Wealth Management
Texas
$453M +$79.5M +21% 5.25% 100 33%
EWA
2959
Evolution Wealth Advisors
Florida
$453M +$36.1M +9% 6% 84.5% 125 12%
PRA
2960
Pine Ridge Advisers
New York
$453M -$26.1M -5% 8.59% 80% 29 13.79%
CAM
2961
Centre Asset Management
New York
$452M +$38.6M +9% 9.67% 45.3% 87 22.99%
WAM
2962
Wilsey Asset Management
California
$452M +$9.75M +2% 3.74% 55% 27 7.41%
SIM
2963
Sandia Investment Management
Massachusetts
$452M -$93.8M -17% 0.44% 20.5% 368 75.82%
SMH
2964
Sanders Morris Harris
Texas
$452M +$165M +58% 9.72% 83.1% 267 52.06%
PIS
2965
PPSC Investment Service
Japan
$452M +$49.5M +12% 15.9% 161% 4 0%
AMBIA
2966
Allen Mooney & Barnes Investment Advisors
Georgia
$452M +$33.6M +8% 5.58% 70.2% 146 12.33%
RDWM
2967
Red Door Wealth Management
Tennessee
$451M +$132M +41% 8.35% 100% 222 36.94%
BIA
2968
Bell Investment Advisors
California
$451M +$23.3M +5% 2.27% 31.2% 2,023 10.92%
AO
2969
Allen Operations
New York
$451M +$56.2M +14% 20.7% 221% 39 2.56%
GCM
2970
Glynn Capital Management
California
$451M +$30.8M +7% 22.1% 126% 46 10.87%
SAM
2971
Strategy Asset Managers
California
$450M +$40.2M +10% 5.76% 88.1% 259 12.74%
1SP
2972
140 Summer Partners
New York
$450M -$108M -19% 3.86% 134% 11 18.18%
LTAS
2973
Linden Thomas Advisory Services
North Carolina
$450M +$47.1M +12% 6.92% 136% 405 29.38%
BWM
2974
Bulltick Wealth Management
Florida
$450M +$64.6M +17% 5.55% 52.2% 145 26.9%
GA
2975
GFS Advisors
Texas
$450M +$15M +3% 6.28% 74.3% 141 7.09%