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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
ATI
3226
Act Two Investors
California
$513M -$16.7M -3% 2.3% 53% 48 10.42%
AIA
3227
AssuredPartners Investment Advisors
Florida
$513M 2.71% 320
AMM
3228
American Money Management
California
$513M +$12.3M +2% 0.25% 65% 144 8.33%
MWA
3229
Martel Wealth Advisors
Washington
$512M +$23.2M +5% 0.27% 39.7% 74 33.78%
FL
3230
Fourthstone LLC
Missouri
$512M +$63.3M +14% 8.28% 104% 84 40.48%
CM
3231
CoreCommodity Management
Connecticut
$512M -$31.2M -6% 7.55% 65.8% 141 14.89%
SFWA
3232
Summit Financial Wealth Advisors
Louisiana
$511M -$22M -4% 0.55% 61.5% 162 14.2%
GFA
3233
Gallagher Fiduciary Advisors
Illinois
$511M +$17.1M +3% 0.18% 25.1% 307 13.68%
CRB
3234
Chad R. Baker
$511M +$1.79M +0.4% 2.52% 108% 51 3.92%
SP
3235
Solel Partners
Massachusetts
$511M +$1.09M +0.2% 1.75% 25.9% 22 18.18%
PFM
3236
Patton Fund Management
Texas
$510M +$26.3M +5% 6.71% 188% 96 41.67%
CFS
3237
Commonwealth Financial Services
West Virginia
$510M +$3.79M +0.7% 0.21% 58.2% 205 11.71%
VU
3238
Vanderbilt University
Tennessee
$510M -$29.8M -6% 5.44% 61.8% 85 27.06%
MCM
3239
McRae Capital Management
New Jersey
$510M -$2.19M -0.4% 2.7% 59.2% 93 2.15%
BCB
3240
Brian C. Broderick
$510M -$913K -0.2% 0.18% 98.6% 86 6.98%
CWC
3241
Carolinas Wealth Consulting
North Carolina
$509M -$42.4M -8% 1.68% 24.6% 1,114 10.77%
LTI
3242
Laffer Tengler Investments
Tennessee
$509M +$14.8M +3% 3.77% 96.5% 182 25.27%
PSP
3243
Principal Street Partners
Tennessee
$509M -$103M -17% 3.35% 91% 258 15.89%
TF
3244
TLWM Financial
Texas
$508M +$15.2M +3% 0.89% 48% 78 12.82%
PCS
3245
Personal CFO Solutions
New Jersey
$508M -$208M -29% 1.58% 91.4% 627 37.64%
P8IP
3246
Pier 88 Investment Partners
California
$508M +$54.2M +12% 3.01% 36.1% 102 16.67%
NI
3247
Noked Israel
Israel
$508M +$50.4M +11% 11.4% 265% 19 21.05%
WP
3248
Wedgewood Partners
Missouri
$508M -$42.9M -8% 5.11% 78.1% 20 10%
EIP
3249
Ellis Investment Partners
Pennsylvania
$508M -$5.18M -1% 0.62% 66.3% 250 9.6%
LWM
3250
LJI Wealth Management
Indiana
$508M +$18.4M +4% 2.38% 61.5% 203 15.27%