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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
AFI
1226
American Family Investments
Wisconsin
$2.78B +$870M +46% 0.16% 12 33.33%
CAMG
1227
CWA Asset Management Group
Florida
$2.77B +$72.2M +3% 3.72% 726 20.66%
ZIC
1228
ZWJ Investment Counsel
Georgia
$2.77B -$58.8M -2% 5.58% 115% 257 12.06%
GF
1229
Greenhouse Funds
Maryland
$2.77B +$34.8M +1% 7.23% 51% 47 31.91%
BAM
1230
Belpointe Asset Management
Nevada
$2.77B +$150M +6% 1.33% 66.7% 1,126 22.38%
YCM
1231
Yaupon Capital Management
New York
$2.77B +$152M +6% 3.83% 106% 163 63.8%
PCM
1232
Prana Capital Management
Connecticut
$2.76B -$243M -8% 0.92% 32.3% 146 45.89%
AWE
1233
Avidian Wealth Enterprises
Texas
$2.75B +$92.6M +3% 1.94% 63.7% 608 9.87%
IA
1234
Integrity Alliance
Iowa
$2.74B +$615M +29% 1.81% 829 37.27%
GI
1235
GLOBALT Investments
Georgia
$2.74B +$1.13M +0% 3.32% 215 8.84%
OAM
1236
Oberweis Asset Management
Illinois
$2.73B +$123M +5% 11.1% 312% 204 22.55%
ISL
1237
Ingalls & Snyder LLC
New York
$2.72B -$335M -11% 6.29% 166% 493 7.51%
GWMR
1238
GC Wealth Management RIA
Massachusetts
$2.72B -$316M -10% 0.79% 872 42.43%
SFS
1239
Sowell Financial Services
Arkansas
$2.72B +$116M +4% 2.72% 85.9% 1,178 15.45%
EWA
1240
EverSource Wealth Advisors
Alabama
$2.72B +$190M +8% 2.58% 89.7% 4,507 9.36%
BC
1241
BIT Capital
Germany
$2.72B -$204M -7% 4.26% 782% 145 52.41%
APSPRSPT
1242
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$2.72B -$191M -7% 0.91% 27 66.67%
DAL
1243
Delta Accumulation LLC
California
$2.71B +$1.12B +70% 2.1% 56.3% 214 16.36%
PFM
1244
Potomac Fund Management
Florida
$2.71B +$352M +15% 2.05% 117 19.66%
GM
1245
GeoWealth Management
Illinois
$2.71B -$28M -1% 1.92% 42.4% 833 15.97%
BJL
1246
Brighton Jones LLC
Washington
$2.71B -$1.46B -35% 3.04% 81% 1,026 94.74%
SCM
1247
Soleus Capital Management
Connecticut
$2.71B +$724M +36% 57.1% 436% 120 47.5%
EGA
1248
Eagle Global Advisors
Texas
$2.7B +$94.6M +4% 2.91% 92.8% 300 16%
FMC
1249
First Merchants Corp
Indiana
$2.7B +$47.7M +2% 2.33% 49.9% 390 9.49%
ROIC
1250
Route One Investment Company
California
$2.69B -$9.71M -0.4% 6.17% 79.9% 20 35%