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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
DWA
3001
Divergent Wealth Advisors
Utah
$547M +$30M +6% 4.01% 14.7% 33 3.03%
GG
3002
Gleason Group
Kentucky
$546M +$53.5M +11% 6.41% 64% 272 30.88%
BAM
3003
Bell Asset Management
Australia
$546M -$167M -23% 6.54% 29.1% 65 4.62%
WAM
3004
Wilsey Asset Management
California
$545M +$69.2M +15% 11.3% 55% 22 9.09%
BIA
3005
Bell Investment Advisors
California
$545M +$35.9M +7% 5.77% 31.2% 1,970 6.04%
TWM
3006
Thrive Wealth Management
Pennsylvania
$545M +$34.4M +7% 6.41% 73.8% 232 14.22%
CFS
3007
CRA Financial Services
New Jersey
$545M +$49.5M +10% 5.65% 78.9% 273 10.26%
AOWM
3008
Alpha Omega Wealth Management
Virginia
$545M +$21.5M +4% 7.19% 60.7% 215 7.91%
TWP
3009
TFO Wealth Partners
Ohio
$545M +$33.3M +7% 6.7% 52.9% 54 37.04%
KIG
3010
Kowal Investment Group
Wisconsin
$544M +$42.5M +8% 5.52% 21.1% 205 14.15%
TA
3011
TRB Advisors
New York
$543M +$6.95M +1% 5.14% 42.3% 6 16.67%
QCM
3012
Qsemble Capital Management
New York
$543M +$16.3M +3% 5.98% 37.6% 580 68.62%
WMIG
3013
White Mountains Insurance Group
New Hampshire
$543M +$99.5M +22% 24.5% 45.8% 2 0%
OC
3014
Oarsman Capital
Wisconsin
$543M +$86.5M +19% 6.16% 61.4% 907 74.31%
CM
3015
CoreCommodity Management
Connecticut
$543M +$285M +110% 0.07% 74.3% 151 23.18%
PWW
3016
Pettyjohn Wood & White
Virginia
$543M +$28M +5% 6.57% 62.7% 200 6%
FCM
3017
Fourpath Capital Management
Oklahoma
$543M +$408M +302% 7.95% 78% 787 83.74%
CAWM
3018
Capital Advisors Wealth Management
Washington
$543M +$36.9M +7% 5.39% 63.8% 174 12.07%
EPAM
3019
Euro Pacific Asset Management
Puerto Rico
$543M +$37.7M +7% 11.9% 137% 75 9.33%
DCM
3020
Divisar Capital Management
California
$542M +$14.3M +3% 4.21% 111% 34 8.82%
CSNH
3021
Crow's Nest Holdings
Virginia
$542M +$97M +22% 11.4% 100% 10 30%
STCG
3022
Speece Thorson Capital Group
Minnesota
$541M +$52.4M +11% 10% 26.4% 42 0%
FGA
3023
Fortis Group Advisors
New Jersey
$541M +$37.5M +7% 6.4% 91.2% 526 10.65%
IWP
3024
IAG Wealth Partners
Wisconsin
$541M +$43.3M +9% 6.04% 41.4% 536 15.49%
WAM
3025
Winslow Asset Management
Ohio
$541M +$33.1M +7% 8.95% 83.3% 81 9.88%