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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
LOWM
3126
Laurel Oak Wealth Management
New Jersey
$595M +$2.12M +0.4% 392
PCWA
3127
Pacific Capital Wealth Advisors
California
$595M +$11.9M +2% 91
BCM
3128
Bornite Capital Management
New York
$595M -$430M -42% 34
PJSIMP
3129
P.J. Schmidt Investment Management (PJS)
Wisconsin
$595M -$20.2M -3% 220
PIWA
3130
Prevail Innovative Wealth Advisors
Kansas
$594M +$36M +6% 240
ESL
3131
Endurance Services Ltd
New York
$594M +$28.8M +5% 8
EMAM
3132
Encompass More Asset Management
California
$593M +$52.9M +10% 307
CHCM
3133
Columbus Hill Capital Management
New Jersey
$592M -$118M -17% 30
AIP
3134
Almanack Investment Partners
Pennsylvania
$592M +$3.89M +0.7% 187
1WCM
3135
12 West Capital Management
New York
$592M -$247M -29% 26
CAMV
3136
Concord Asset Management (Virginia)
Virginia
$592M +$14.5M +3% 123
MPW
3137
MA Private Wealth
California
$591M -$8.08M -1% 89
LBIM
3138
Land & Buildings Investment Management
Connecticut
$591M -$10.2M -2% 23
SM
3139
Sunriver Management
Connecticut
$591M -$363M -38% 27
MW
3140
Maia Wealth
Colorado
$591M +$5.19M +0.9% 366
SIA
3141
SeaBridge Investment Advisors
New Jersey
$591M -$14.7M -2% 211
BBL
3142
Beck Bode LLC
Massachusetts
$591M -$10.5M -2% 128
CFM
3143
Catalyst Funds Management
Australia
$591M +$160M +37% 732
BA
3144
Bellwether Advisors
Nebraska
$590M -$36.5M -6% 181
FL
3145
Fourthstone LLC
Missouri
$590M +$55.6M +10% 71
RDFA
3146
Ritter Daniher Financial Advisory
Ohio
$589M -$6.77M -1% 623
EGWAG
3147
Elwood & Goetz Wealth Advisory Group
Georgia
$589M +$20.4M +4% 147
WFA
3148
West Financial Advisors
Iowa
$589M -$3.55M -0.6% 247
PFM
3149
Patton Fund Management
Texas
$589M -$157M -21% 518
MAC
3150
Monarch Alternative Capital
New York
$588M -$180M -23% 9