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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
EWA
3501
EverSource Wealth Advisors
Alabama
$357M 6.36% 89.7% 1,783
OPAM
3502
Olympus Peak Asset Management
Connecticut
$357M +$125M +54% 9.97% 11 63.64%
SRC
3503
Sage Rhino Capital
California
$357M +$28.1M +9% 3.66% 71.6% 232 15.52%
WU
3504
Washington University
Missouri
$357M +$12.7M +4% 8.03% 44% 6 0%
GAM
3505
Gould Asset Management
California
$357M +$32.7M +10% 6.66% 37.6% 144 7.64%
AFT
3506
Alpha Family Trust
California
$357M +$47.8M +15% 7.82% 142% 25 28%
SWA
3507
Strategies Wealth Advisors
Michigan
$356M 6.77% 51.8% 81
HI
3508
Hudock Inc
Pennsylvania
$355M +$23.2M +7% 6.5% 64.4% 924 17.75%
RPA
3509
Rock Point Advisors
Vermont
$355M +$13.7M +4% 5.91% 64.6% 107 14.02%
SIAP
3510
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$355M +$18.9M +6% 7.31% 97.5% 640 14.69%
MFT
3511
Moisand Fitzgerald Tamayo
Florida
$355M +$57.7M +19% 5.8% 48.1% 427 14.52%
CWM
3512
Concentric Wealth Management
California
$355M +$27.6M +8% 8.39% 33.4% 131 4.58%
SAMC
3513
Spectrum Asset Management (California)
California
$355M +$29.2M +9% 6.32% 56.5% 132 18.94%
MJP
3514
Michael J. Puzo
$354M +$38.6M +12% 10.5% 60.3% 82 8.54%
S
3515
Schroders
United Kingdom
$354M +$25.3M +8% 2.19% 5.82% 5 20%
AFIA
3516
America First Investment Advisors
Nebraska
$354M +$25M +8% 11.6% 89.6% 84 13.1%
WFA
3517
WestHill Financial Advisors
California
$354M +$30.2M +9% 6.13% 55.9% 127 12.6%
AW
3518
Avion Wealth
Texas
$354M +$23.9M +7% 3.1% 45.4% 445 11.69%
E
3519
EnerVest
Texas
$354M +$20.2M +6% 6.07% 20.5% 1 0%
AAI
3520
American Assets Inc
California
$353M +$6.76M +2% 1.13% 44.3% 10 0%
IA
3521
Inspire Advisors
Idaho
$353M +$35.9M +11% 1.07% 44% 121 42.98%
OL
3522
Optas LLC
Texas
$353M +$8.97M +3% 4.76% 118% 159 10.69%
SAM
3523
Summit Asset Management
Tennessee
$353M +$33.5M +10% 8.12% 43.3% 159 9.43%
CCT
3524
Capital City Trust
Florida
$352M +$29.8M +9% 11.2% 78% 123 7.32%
SFPM
3525
Sensible Financial Planning & Management
Massachusetts
$352M +$44.8M +15% 2.54% 24.5% 44 2.27%