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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
SMA
3126
Seven Mile Advisory
New Jersey
$619M +$453M +272% 7.12% 131% 306 41.83%
B
3127
Bellecapital
Switzerland
$619M +$56M +10% 13.9% 128% 146 16.44%
BBL
3128
Beck Bode LLC
Massachusetts
$619M +$28.2M +5% 9.97% 155% 114 29.82%
WRPWM
3129
Werba Rubin Papier Wealth Management
California
$619M +$86.9M +16% 7.86% 67% 256 16.02%
SFS
3130
Security Financial Services
Indiana
$619M +$52.3M +9% 7.07% 60.7% 207 14.98%
HEIP
3131
Hudson Edge Investment Partners
New Jersey
$618M +$33.3M +6% 5.93% 68.8% 92 5.43%
PWM
3132
PBMares Wealth Management
Virginia
$617M +$70.5M +13% 7% 67.7% 200 9%
PA
3133
Probity Advisors
Texas
$617M +$47.5M +8% 5.89% 55.8% 244 9.43%
SIA
3134
SeaBridge Investment Advisors
New Jersey
$616M +$78.4M +15% 10.1% 128% 215 14.42%
WCAMG
3135
Woodard & Company Asset Management Group
North Carolina
$616M +$71.3M +13% 8% 84.8% 154 12.34%
PCM
3136
Primavera Capital Management
Cayman Islands
$616M -$6.37M -1% 0.09% 1.21% 3 0%
AHSW
3137
Adventist Health System West
California
$614M -$59.4M -9% 6.49% 60.2% 10 40%
TWP
3138
TFO Wealth Partners
Ohio
$613M +$45.3M +8% 6.33% 63.6% 51 19.61%
SHFA
3139
SC&H Financial Advisors
Maryland
$613M +$27.8M +5% 7.05% 60.1% 160 10.63%
IA
3140
IFG Advisors
Missouri
$613M +$17.7M +3% 6.63% 71.6% 165 11.52%
AI
3141
AdvisorShares Investments
Maryland
$612M +$57.6M +10% 19.1% 110% 370 41.89%
BIA
3142
Bell Investment Advisors
California
$612M +$30.4M +5% 5.18% 41% 1,971 9.49%
W
3143
WPWealth
Texas
$612M +$57.4M +10% 4.88% 38.2% 96 8.33%
FCM
3144
Fieldview Capital Management
Michigan
$612M -$49.8M -8% 7.2% 554 72.02%
AMG
3145
Asset Management Group
Connecticut
$611M +$37.6M +7% 7.19% 57% 137 2.19%
BRIM
3146
Broad Run Investment Management
Virginia
$611M -$41.9M -6% 2.95% 202% 24 0%
MB
3147
MPM BioImpact
Massachusetts
$611M +$33.7M +6% 29.5% 550% 51 35.29%
RAA
3148
RWC Asset Advisors
Florida
$611M +$196M +47% 34.3% 268% 19 26.32%
CWS
3149
Cypress Wealth Services
California
$611M +$52M +9% 9.26% 71.8% 360 15.56%
IP
3150
Ignite Planners
California
$610M +$36.2M +6% 7.54% 73.8% 386 9.84%