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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
WDL
3276
Well Done LLC
Michigan
$533M -$18.4M -3% 5.1% 77% 193 16.58%
GWMIA
3277
Global Wealth Management Investment Advisory
Florida
$533M +$32.9M +7% 8.12% 67.5% 152 14.47%
MP
3278
Moment Partners
California
$533M +$28.2M +6% 8.28% 116 6.9%
SWM
3279
SilverOak Wealth Management
Minnesota
$533M +$70.4M +15% 11% 119 18.49%
NGM
3280
North Growth Management
British Columbia, Canada
$533M +$59.2M +12% 19.1% 231% 48 4.17%
M
3281
MATAURO
New York
$533M +$40.3M +8% 10.3% 149 24.83%
SWA
3282
SOA Wealth Advisors
New York
$532M +$53.4M +11% 10.6% 79.1% 943 13.47%
WRPWM
3283
Werba Rubin Papier Wealth Management
California
$532M +$72.3M +16% 8.68% 67% 237 21.94%
AMG
3284
Advisors Management Group
Wisconsin
$531M +$71.4M +16% 7.15% 125% 153 3.92%
ACM
3285
Arosa Capital Management
Florida
$531M +$260M +96% 48.5% 536% 75 62.67%
VU
3286
Vanderbilt University
Tennessee
$530M +$6.4M +1% 6.31% 61.8% 87 22.99%
LIM
3287
Lathrop Investment Management
Arkansas
$529M +$25.1M +5% 10.6% 72.2% 89 13.48%
CT
3288
Clearstead Trust
Maine
$529M +$79.3M +18% 15.5% 111% 1,553 47.59%
NI
3289
Nextech Invest
Switzerland
$528M +$98.1M +23% 32.1% 982% 16 6.25%
GWP
3290
Gateway Wealth Partners
Wisconsin
$527M +$82M +18% 8.63% 58.9% 378 23.81%
SFPM
3291
Sensible Financial Planning & Management
Massachusetts
$527M +$25.6M +5% 3.7% 24.5% 37 18.92%
TF
3292
TLWM Financial
Texas
$526M +$26.2M +5% 6.81% 48% 76 10.53%
OL
3293
Optas LLC
Texas
$526M -$48.5M -8% 14.4% 118% 402 32.84%
TCM
3294
Tufton Capital Management
Maryland
$526M +$6.79M +1% 6.94% 86.5% 121 3.31%
MIM
3295
Manitou Investment Management
Ontario, Canada
$526M +$11.4M +2% 11.9% 57.2% 66 7.58%
AWM
3296
Adams Wealth Management
Utah
$525M +$15.9M +3% 10.5% 105% 191 28.27%
WAAG
3297
Wealth Alliance Advisory Group
Kansas
$525M +$42.9M +9% 8.01% 66.9% 205 13.66%
MW
3298
Maia Wealth
Colorado
$525M +$84M +19% 9.08% 344 20.93%
CIM
3299
CIM Investment Management
Pennsylvania
$525M +$86.9M +20% 13.9% 88.6% 254 5.91%
TIAM
3300
TT International Asset Management
United Kingdom
$525M -$145M -22% 1.95% 308% 65 41.54%