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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
AI
3151
AXS Investments
New York
$423M +$156M +58% 242
MWA
3152
Martel Wealth Advisors
Washington
$422M +$24.8M +6% 48
WCWM
3153
Wooster Corthell Wealth Management
Connecticut
$422M +$23M +6% 46
MCM
3154
Model Capital Management
Massachusetts
$422M -$1.69M -0.4% 3
S
3155
Surevest
California
$422M +$26.2M +7% 555
RIG
3156
Renaissance Investment Group
Massachusetts
$422M +$29.5M +8% 86
YIH
3157
Y-Intercept (HK)
Hong Kong
$421M -$129M -23% 968
SWM
3158
Sugarloaf Wealth Management
Georgia
$421M +$41.5M +11% 843
OAM
3159
Occidental Asset Management
California
$421M +$35.4M +9% 223
SG
3160
Swarthmore Group
Pennsylvania
$421M +$33.4M +9% 58
SAM
3161
Synergy Asset Management
Washington
$420M -$10M -2% 134
HPIA
3162
Hamilton Point Investment Advisors
North Carolina
$420M +$43.6M +12% 84
CAM
3163
Cypress Asset Management
Texas
$420M +$34.4M +9% 139
CGC
3164
Continental Grain Company
New York
$420M -$82.8M -16% 11
BIC
3165
B&I Capital
Switzerland
$420M +$44.9M +12% 41
BBA
3166
Braun-Bostich & Associates
Pennsylvania
$420M +$367M +691% 155
HI
3167
Human Investing
Oregon
$419M -$4.7M -1% 115
NG
3168
Northstar Group
New York
$419M +$34.5M +9% 159
EWA
3169
ERTS Wealth Advisors
Michigan
$419M +$37.8M +10% 90
Belvedere Trading
3170
Belvedere Trading
Illinois
$419M +$51.7M +14% 483
RC
3171
Reik & Co
New York
$419M +$32.5M +8% 55
SDWMA
3172
Schneider Downs Wealth Management Advisors
Pennsylvania
$419M +$31.5M +8% 160
PWMG
3173
Prestige Wealth Management Group
New Jersey
$419M +$27.8M +7% 1,090
IGGA
3174
Iron Gate Global Advisors
Utah
$418M +$55.5M +15% 121
GFG
3175
Greystone Financial Group
Michigan
$417M +$80.9M +24% 96