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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
BHPW
3201
Beverly Hills Private Wealth
California
$600M +$15.8M +3% 1.49% 80% 369 15.45%
MGIA
3202
Matthew Goff Investment Advisor
Texas
$600M +$35.6M +6% 2.98% 79.9% 121 39.67%
WAM
3203
Warberg Asset Management
Illinois
$600M -$232M -28% 10.1% 65.3% 240 47.92%
GP
3204
GSK plc
$599M -$200M -25% 12.2% 15 13.33%
SCM
3205
Stanley Capital Management
Texas
$598M +$185K +0% 3.01% 101% 41 7.32%
FSG
3206
Financial Strategies Group
Michigan
$598M +$45.3M +8% 1.4% 44.9% 102 8.82%
ECM
3207
Estuary Capital Management
Minnesota
$598M +$35.3M +6% 7.04% 33 63.64%
OFS
3208
Orrstown Financial Services
Pennsylvania
$597M -$2.33M -0.4% 1.24% 121 5.79%
TAIM
3209
Te Ahumairangi Investment Management
New Zealand
$597M +$38.9M +7% 0.23% 55.5% 86 2.33%
EMAM
3210
Encompass More Asset Management
California
$597M +$54.1M +10% 0.03% 320 45.63%
BWP
3211
Balboa Wealth Partners
Arizona
$596M -$8.46M -1% 1.89% 197% 492 19.51%
LOWM
3212
Laurel Oak Wealth Management
New Jersey
$595M +$1.9M +0.3% 1.42% 393 16.54%
PCWA
3213
Pacific Capital Wealth Advisors
California
$595M +$11.9M +2% 2.35% 46.9% 91 17.58%
BCM
3214
Bornite Capital Management
New York
$595M -$430M -42% 12.5% 208% 34 67.65%
PJSIMP
3215
P.J. Schmidt Investment Management (PJS)
Wisconsin
$595M -$20.2M -3% 3.2% 65.9% 220 15.45%
PIWA
3216
Prevail Innovative Wealth Advisors
Kansas
$594M +$36M +6% 2.89% 33.5% 240 47.5%
ESL
3217
Endurance Services Ltd
New York
$594M +$28.8M +5% 2.76% 8 25%
AIP
3218
Almanack Investment Partners
Pennsylvania
$592M +$3.89M +0.7% 5.08% 77.8% 187 13.9%
1WCM
3219
12 West Capital Management
New York
$592M -$247M -29% 0.39% 136% 26 53.85%
CAMV
3220
Concord Asset Management (Virginia)
Virginia
$592M +$14.5M +3% 0.48% 64.7% 123 7.32%
MPW
3221
MA Private Wealth
California
$591M -$8.08M -1% 2.06% 57.5% 89 10.11%
LBIM
3222
Land & Buildings Investment Management
Connecticut
$591M -$10.2M -2% 3.43% 42.7% 23 30.43%
SM
3223
Sunriver Management
Connecticut
$591M -$363M -38% 12.2% 9.27% 27 48.15%
MW
3224
Maia Wealth
Colorado
$591M +$5.38M +0.9% 1.83% 369 12.74%
SIA
3225
SeaBridge Investment Advisors
New Jersey
$591M -$14.7M -2% 0.99% 128% 211 18.01%