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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
SXL
3276
Summit X LLC
Missouri
$346M -$61.7M -15% 13.8% 62.9% 272 17.65%
TWP
3277
Total Wealth Planning
Ohio
$346M -$24.7M -7% 11% 37.2% 90 17.78%
AAM
3278
Alphadyne Asset Management
New York
$345M +$214M +163% 15.8% 158% 16 93.75%
PWA
3279
Physician Wealth Advisors
Utah
$345M -$31.4M -8% 15.1% 71.3% 163 12.88%
CIA
3280
Compass Ion Advisors
Pennsylvania
$345M +$22.1M +7% 10.8% 68.9% 96 28.13%
S
3281
Schroders
United Kingdom
$345M -$111M -24% 8.53% 5.82% 84 19.05%
MWA
3282
Monograph Wealth Advisors
California
$345M -$51.2M -13% 15.1% 68% 92 18.48%
SL
3283
Systelligence LLC
Minnesota
$345M -$119M -26% 12.6% 57.3% 48 39.58%
FPS
3284
Fieldpoint Private Securities
Connecticut
$344M -$141M -29% 12.5% 47.2% 1,793 18.8%
WFA
3285
West Financial Advisors
Iowa
$344M -$36M -9% 11.6% 45.1% 202 27.23%
HPIA
3286
Hamilton Point Investment Advisors
North Carolina
$344M -$44.6M -11% 11.9% 79.3% 76 3.95%
CIC
3287
Canal Insurance Company
South Carolina
$344M -$20.6M -6% 6.33% 103% 105 22.86%
PCA
3288
Providence Capital Advisors
North Carolina
$344M -$64.7M -16% 13.3% 47.4% 482 38.38%
HFS
3289
Haverford Financial Services
Pennsylvania
$344M -$62.3M -15% 10.9% 57.9% 70 10%
IVSFI
3290
IA Venture Strategies Fund II
New York
$343M -$164M -32% 31.2% 375% 2 0%
AMM
3291
American Money Management
California
$343M -$32.8M -9% 10.8% 65% 141 5.67%
BB
3292
Berkshire Bank
Massachusetts
$343M -$77.8M -18% 12.7% 69.7% 140 5%
TI
3293
Think Investments
California
$343M -$9.28M -3% 17.8% 285% 26 30.77%
AO
3294
Advisor OS
Illinois
$343M -$2.58M -0.7% 8.93% 61.2% 215 15.35%
TCMNY
3295
Thrive Capital Management (New York)
New York
$342M -$398M -54% 48.5% 205% 11 27.27%
OCM
3296
Ovata Capital Management
Hong Kong
$342M +$17.4M +5% 16.2% 69.1% 211 81.99%
SAF
3297
Smith Anglin Financial
Texas
$342M -$89.5M -21% 14.2% 52.8% 151 22.52%
BFC
3298
Bedel Financial Consulting
Indiana
$342M +$23.6M +7% 3.47% 104% 1,016 81.1%
WFPG
3299
Waller Financial Planning Group
Ohio
$342M -$35.7M -9% 12.7% 40.9% 58 24.14%
DWA
3300
Dorsey Wright & Associates
California
$342M -$88.7M -21% 9.63% 311% 353 44.19%