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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
PWA
2951
Physician Wealth Advisors
Utah
$719M +$16.1M +2% 2.47% 71.3% 2,181 19.99%
PAI
2952
Palo Alto Investors
California
$718M +$178M +33% 33% 157% 51 17.65%
NA
2953
Nottingham Advisors
New York
$718M -$2.56M -0.4% 1.73% 44.3% 115 9.57%
PG
2954
Proffitt & Goodson
Tennessee
$718M +$20.4M +3% 1.84% 48.5% 463 39.31%
EWS
2955
Evergreen Wealth Solutions
Pennsylvania
$717M +$539M +304% 0.33% 70.9% 229 48.03%
BCG
2956
Breakwater Capital Group
New Jersey
$717M +$39.3M +6% 2.21% 60.8% 370 9.73%
WLIM
2957
White Lighthouse Investment Management
Massachusetts
$716M +$60.4M +9% 1.95% 55.3% 151 8.61%
SAM
2958
Southernsun Asset Management
Tennessee
$716M -$55.4M -7% 2.67% 54.7% 35 20%
UW
2959
Unique Wealth
Florida
$716M +$34.4M +5% 1.52% 63.3% 194 12.37%
FI
2960
Fractal Investments
Connecticut
$716M +$23.5M +3% 2.43% 86.4% 86 17.44%
IIC
2961
Ironwood Investment Counsel
Arizona
$716M +$30.2M +4% 3.76% 64% 277 9.39%
PCM
2962
Pinnbrook Capital Management
New York
$715M -$189M -21% 17.3% 913% 193 73.58%
EIG
2963
Ellenbecker Investment Group
Wisconsin
$715M +$37M +5% 1.51% 56.3% 139 12.95%
DCM
2964
Dimension Capital Management
Florida
$715M +$19.4M +3% 2.92% 65.5% 126 19.05%
AG
2965
Artal Group
Luxembourg
$715M -$43.6M -6% 5.47% 181% 2 0%
UCMOK
2966
United Capital Management of KS
Kansas
$714M -$21.2M -3% 1.58% 272% 135 34.07%
LIA
2967
LS Investment Advisors
Michigan
$714M +$3.8M +0.5% 4.64% 85.7% 143 11.89%
SSA
2968
South Street Advisors
New York
$712M -$50.8M -7% 3.6% 169% 84 15.48%
AI
2969
Arvest Investments
Arkansas
$712M +$14.7M +2% 1.96% 198 12.63%
AAM
2970
Auxier Asset Management
Oregon
$711M -$2.31M -0.3% 2.07% 71.7% 186 10.75%
DLIC
2971
Daido Life Insurance Company
Japan
$711M +$15.7M +2% 2.31% 68.7% 6 0%
CHCM
2972
Columbus Hill Capital Management
New Jersey
$711M -$47.2M -6% 1.78% 151% 29 20.69%
BEW
2973
Burton Enright Welch
California
$710M +$48M +7% 2.42% 62.8% 132 4.55%
ACM
2974
Alpha Capital Management
Texas
$710M +$79.4M +13% 1.14% 88% 121 7.44%
AC
2975
Asio Capital
Kentucky
$709M +$40.8M +6% 3.51% 88% 114 7.02%