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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
SWM
3901
Silverlake Wealth Management
Vermont
$407M +$67.7M +20% 357
BWA
3902
Burt Wealth Advisors
Maryland
$407M -$30M -7% 121
RAM
3903
Redmond Asset Management
Virginia
$407M -$12.1M -3% 210
CD
3904
Chapin Davis
Maryland
$407M +$45.5M +13% 261
AFA
3905
AllGen Financial Advisors
Florida
$407M +$34.7M +9% 45
SWRP
3906
Summit Wealth & Retirement Planning
California
$407M +$34.3M +9% 108
HC
3907
Headwater Capital
China
$407M +$121M +42% 21
JHWEPV
3908
J.H. Whitney Equity Partners VII
Connecticut
$407M +$166M +69% 1
KFBMI
3909
Kentucky Farm Bureau Mutual Insurance
Kentucky
$406M -$61.9M -13% 68
HNB
3910
Hilltop National Bank
Wyoming
$406M +$22.8M +6% 816
NYLIC
3911
New York Life Insurance Company
New York
$406M +$54.7M +16% 6
AWA
3912
Aquire Wealth Advisors
Utah
$406M +$33.9M +9% 49
PWM
3913
Prentice Wealth Management
New York
$406M +$25M +7% 116
RFN
3914
RDA Financial Network
Iowa
$405M +$35.3M +10% 278
ACA
3915
Aspire Capital Advisors
Washington
$405M +$43.3M +12% 119
PWS
3916
Peterson Wealth Services
Utah
$405M +$40.2M +11% 235
GBL
3917
Groupe Bruxelles Lambert
Belgium
$405M -$58.8M -13% 1
MIC
3918
Meridian Investment Counsel
California
$405M +$37.4M +10% 239
BW
3919
Balance Wealth
Ohio
$405M +$234M +137% 135
OHWP
3920
Oak Harbor Wealth Partners
North Carolina
$405M +$34.7M +9% 261
DCM
3921
DAFNA Capital Management
California
$405M +$42.5M +12% 83
NG
3922
NatWest Group
United Kingdom
$405M +$66.4M +20% 41
SCM
3923
Soros Capital Management
New York
$405M +$76.1M +23% 68
WAM
3924
Wilson Asset Management
Australia
$404M -$2.53M -0.6% 44
CS
3925
Cisco Systems
California
$404M -$40.4M -9% 4