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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
GJIA
5001
Glass Jacobson Investment Advisors
Maryland
$277M +$17M +7% 6.18% 58.3% 597 7.2%
SIM
5002
Sims Investment Management
Ohio
$276M +$27.7M +11% 7.17% 44 6.82%
WAM
5003
Weinberger Asset Management
California
$276M +$17.2M +7% 6.63% 66.4% 88 7.95%
QP
5004
Quartz Partners
New York
$276M +$57.6M +26% 10.4% 196 20.92%
AFS
5005
Access Financial Services
Minnesota
$276M +$11.5M +4% 4.74% 44.8% 109 17.43%
T
5006
TOBAM
France
$276M +$19.8M +8% 4.62% 56% 282 22.7%
PHAM
5007
Palisades Hudson Asset Management
Florida
$276M +$20.1M +8% 8.49% 53.9% 113 7.96%
EM
5008
Excalibur Management
Massachusetts
$276M +$9.06M +3% 5.83% 68.9% 168 2.98%
MCC
5009
Malaga Cove Capital
California
$276M +$21M +8% 5.15% 88.1% 189 22.22%
AG
5010
Amiral Gestion
France
$275M +$43.3M +19% 1.21% 29 34.48%
OPW
5011
Osprey Private Wealth
New York
$275M +$91.5M +50% 8.32% 66 25.76%
HOWA
5012
Heritage Oak Wealth Advisors
Florida
$275M +$16.2M +6% 6.62% 90 24.44%
SN
5013
Sittner & Nelson
Oregon
$275M +$26.5M +11% 9.42% 79% 515 7.57%
BCM
5014
Buckhead Capital Management
Georgia
$275M +$16.5M +6% 6.9% 54.4% 136 12.5%
GPC
5015
Gallatin Point Capital
Connecticut
$275M -$171M -38% 25.3% 2 0%
SA
5016
Sonoma Allocations
California
$275M 6.94% 137
IWP
5017
Invenio Wealth Partners
Florida
$275M +$23.3M +9% 5.94% 52% 98 7.14%
PWM
5018
Power Wealth Management
Georgia
$275M +$14.5M +6% 5.01% 96 13.54%
FPL
5019
Fortress Private Ledger
North Carolina
$274M +$54.1M +25% 17.9% 205 11.22%
MCM
5020
Multicoin Capital Management
Texas
$274M +$150M +120% 178% 3 33.33%
AWS
5021
Arkfeld Wealth Strategies
Nebraska
$274M +$20.9M +8% 9.33% 83.9% 115 8.7%
LWA
5022
Lowe Wealth Advisors
Maryland
$274M +$17.8M +7% 6.52% 63.3% 404 11.88%
TGI
5023
TRV GP IV
Massachusetts
$274M +$111M +68% 91.2% 686% 3 33.33%
NFG
5024
Norris Financial Group
South Carolina
$274M +$29.8M +12% 13.3% 122% 108 33.33%
EAIC
5025
Empower Annuity Insurance Company
Connecticut
$274M +$4.57M +2% 1.7% 0.57% 1 0%