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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
WI
3126
WBI Investments
New Jersey
$481M -$18.2M -4% 9.37% 74.4% 260 51.92%
CTAF
3127
Call To Action Foundation
Utah
$480M +$45.3M +10% 10.1% 1 0%
EWG
3128
Executive Wealth Group
Washington
$480M +$323M +206% 2.87% 14.9% 57 19.3%
VU
3129
Vanderbilt University
Tennessee
$480M +$80.5M +20% 3.08% 61.8% 71 32.39%
LAM
3130
LECAP Asset Management
United Kingdom
$480M +$206M +75% 6.49% 400 60%
CBB
3131
Citizens Business Bank
California
$480M +$26.1M +6% 9.89% 84.4% 115 13.91%
PPP
3132
Private Portfolio Partners
New Jersey
$480M +$44.1M +10% 7.51% 16.9% 286 11.19%
VM
3133
Valor Management
Illinois
$480M +$116M +32% 3.99% 15.4% 6 50%
AMM
3134
American Money Management
California
$479M +$35.8M +8% 6.76% 54.1% 140 5%
GIM
3135
Genesis Investment Management
United Kingdom
$479M -$30.9M -6% 4.2% 47.4% 17 23.53%
GG
3136
Gleason Group
Kentucky
$478M +$43.1M +10% 8.96% 64% 223 8.52%
OLA
3137
Oliver Luxxe Assets
New Jersey
$477M +$52M +12% 14% 141% 195 25.64%
EIG
3138
Ellenbecker Investment Group
Wisconsin
$476M +$44.4M +10% 7.53% 56.3% 106 9.43%
EWM
3139
Edge Wealth Management
New York
$476M +$18.6M +4% 6.38% 61.6% 83 9.64%
PWA
3140
Physician Wealth Advisors
Utah
$476M +$27.6M +6% 8.16% 71.3% 185 14.59%
TAMH
3141
Taikang Asset Management (HK)
Hong Kong
$475M -$54.2M -10% 5.21% 120% 93 35.48%
DAC
3142
Dividend Assets Capital
South Carolina
$474M -$33.9M -7% 10.3% 56.9% 478 70.5%
RP
3143
Rowlandmiller & Partners
Georgia
$474M +$37.4M +9% 9.99% 84% 184 4.35%
HFM
3144
Hartford Financial Management
Connecticut
$474M +$32.2M +7% 9.38% 79.6% 401 7.23%
RI
3145
RPTC Inc
Wyoming
$473M +$7.5M +2% 6.17% 69.5% 6 0%
AMCA
3146
Arthur M. Cohen & Associates
Illinois
$473M +$48.3M +11% 15.4% 97.1% 147 14.97%
RBCM
3147
Raub Brock Capital Management
California
$472M -$5.25M -1% 7.71% 56.3% 70 50%
SG
3148
StepStone Group
California
$472M -$84M -15% 10.6% 92.1% 27 40.74%
WCFA
3149
Walkner Condon Financial Advisors
Wisconsin
$471M +$32.3M +7% 5.95% 56.8% 280 10.36%
HBCM
3150
Heron Bay Capital Management
Michigan
$471M +$39.3M +9% 7.62% 50.9% 111 20.72%