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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
TWM
3026
Tolleson Wealth Management
Texas
$525M +$17.7M +3% 87
SCM
3027
Schnieders Capital Management
California
$525M +$29.6M +6% 219
SWA
3028
SOA Wealth Advisors
New York
$524M +$27.2M +5% 870
BBPWM
3029
Blue Bell Private Wealth Management
Pennsylvania
$524M +$39.3M +8% 732
DAC
3030
Dividend Assets Capital
South Carolina
$523M +$32.4M +7% 139
HI
3031
Hoey Investments
Pennsylvania
$523M $0 0% 390
PA
3032
Probity Advisors
Texas
$522M +$39.5M +8% 229
JCP
3033
JB Capital Partners
New York
$522M +$68.6M +15% 78
FNBTCON
3034
First National Bank & Trust Co of Newtown
Pennsylvania
$522M +$29.8M +6% 140
CA
3035
Capital Advantage
California
$522M +$34.1M +7% 50
AI
3036
AdvisorShares Investments
Maryland
$522M -$52.5M -9% 316
RAM
3037
Ramirez Asset Management
New York
$521M +$29.9M +6% 421
SAM
3038
Strategy Asset Managers
California
$521M +$70.4M +16% 319
BA
3039
Bellwether Advisors
Nebraska
$521M +$43.8M +9% 149
WCA
3040
Westover Capital Advisors
Delaware
$520M +$132M +34% 255
SB
3041
Samsara BioCapital
California
$520M +$42.5M +9% 43
OWM
3042
Opes Wealth Management
California
$520M +$40.9M +9% 141
OC
3043
Oakmont Corp
California
$520M +$65.5M +14% 33
MCM
3044
Masters Capital Management
Georgia
$520M -$38.5M -7% 70
Legacy Financial Group (Iowa)
3045
Legacy Financial Group (Iowa)
Iowa
$520M +$11.5M +2% 108
BCM
3046
Bourgeon Capital Management
Connecticut
$520M +$9.57M +2% 119
SWP
3047
Summit Wealth Partners
Florida
$519M +$37.6M +8% 247
SFG
3048
SevenBridge Financial Group
Pennsylvania
$519M +$67M +15% 223
SPA
3049
Sentinel Pension Advisors
Massachusetts
$519M +$37M +8% 116
SL
3050
Sentry LLC
Tennessee
$519M -$24.1M -4% 129