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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
3001
Physician Wealth Advisors
Utah
$554M +$11.5M +2% 6.01% 71.3% 189 6.88%
LS
3002
Leelyn Smith
Illinois
$554M +$36.7M +7% 6.6% 77.3% 133 15.04%
VNA
3003
Valley National Advisers
Pennsylvania
$554M -$120M -18% 6.42% 79% 1,183 39.31%
GWI
3004
Grace & White Inc
New York
$554M +$21.2M +4% 5.4% 61.5% 138 5.8%
ES
3005
Eagle Strategies
New York
$554M +$30.8M +6% 5.75% 70.1% 221 10.86%
PGIM
3006
Pacific Global Investment Management
California
$554M +$27.2M +5% 7.17% 48% 214 7.94%
AMCA
3007
Arthur M. Cohen & Associates
Illinois
$554M +$8.16M +1% 6.44% 110% 146 8.22%
CA
3008
Crane Advisory
California
$553M +$34.6M +7% 4.51% 34.7% 44 9.09%
MAA
3009
Mraz Amerine & Associates
California
$553M +$66.2M +14% 7.82% 69.8% 179 12.85%
JJBC
3010
James J. Burns & Company
New York
$553M +$44.4M +9% 6.71% 63.1% 143 11.19%
BWA
3011
Bordeaux Wealth Advisors
California
$553M +$28.3M +5% 2.97% 141% 163 15.34%
HI
3012
Human Investing
Oregon
$553M +$38.4M +7% 6.21% 52% 104 15.38%
DLCIG
3013
D.L. Carlson Investment Group
New Hampshire
$552M +$34.4M +7% 7.47% 113% 161 24.84%
KAS
3014
Kemnay Advisory Services
New York
$552M +$71.2M +15% 21% 167% 26 11.54%
AG
3015
Advocate Group
Minnesota
$552M +$54.9M +11% 9.59% 47.3% 125 8.8%
BIP
3016
Blueprint Investment Partners
North Carolina
$551M +$89.4M +19% 5.02% 90.8% 175 35.43%
CWC
3017
Carolinas Wealth Consulting
North Carolina
$551M +$33.1M +6% 6.62% 24.6% 1,109 11.36%
WP
3018
Wedgewood Partners
Missouri
$551M +$60.8M +12% 7.21% 78.1% 19 0%
WA
3019
Wealthstream Advisors
New York
$550M +$277M +101% 7.21% 88.2% 166 13.25%
ERWM
3020
Elk River Wealth Management
Colorado
$550M +$38.7M +8% 6.32% 81.8% 98 6.12%
MAP
3021
Moody Aldrich Partners
Massachusetts
$550M +$36.7M +7% 14.3% 336% 218 22.94%
OQS
3022
Occudo Quantitative Strategies
Florida
$549M -$14.9M -3% 8.56% 94.6% 1,071 70.68%
LKIM
3023
Lawson Kroeker Investment Management
Nebraska
$549M +$30.9M +6% 8.18% 64.5% 92 6.52%
SP
3024
Stablepoint Partners
Massachusetts
$549M +$32.9M +6% 7.97% 245 4.08%
T
3025
TOBAM
France
$548M -$89.4M -14% 4.72% 56% 348 14.66%