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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
RA
1926
Resolute Advisors
California
$859M +$95.1M +12% 13.8% 36.7% 74 22.97%
FNFDCM
1927
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$858M +$24.2M +3% 5.46% 67.3% 175 9.71%
BOPW
1928
Brandywine Oak Private Wealth
Pennsylvania
$857M +$52.7M +7% 5.63% 55.7% 259 7.72%
GM
1929
GeoWealth Management
Illinois
$855M -$90.9M -10% 2.81% 58% 450 33.33%
GGI
1930
Godsey & Gibb Inc
Virginia
$853M +$326M +62% 2.28% 78.9% 422 48.1%
LC
1931
Lindbrook Capital
California
$853M +$41.2M +5% 7.83% 35.8% 2,993 12.9%
CAC
1932
Cowen and Company
New York
$851M -$105M -11% 0.11% 120% 835 52.69%
DG
1933
DigitalBridge Group
Florida
$851M +$143M +20% 3.98% 161% 67 37.31%
CTA
1934
Colonial Trust Advisors
South Carolina
$851M +$36.1M +4% 6.93% 80% 941 6.59%
CIS
1935
Connors Investor Services
Pennsylvania
$851M +$50M +6% 6.8% 125% 163 6.75%
VC
1936
Vestor Capital
Illinois
$851M +$21.5M +3% 9.21% 186% 253 11.86%
FBA
1937
Front Barnett Associates
Illinois
$850M +$58.9M +7% 9.08% 40.5% 118 4.24%
IPW
1938
Invictus Private Wealth
Colorado
$850M +$73.7M +9% 9.35% 84.2% 97 18.56%
CIAS
1939
Capital Investment Advisory Services
North Carolina
$847M +$4.18M +0.5% 4.46% 69.3% 910 15.93%
AIA
1940
Ally Invest Advisors
North Carolina
$847M +$49.6M +6% 5.09% 41.1% 48 16.67%
AAG
1941
Armstrong Advisory Group
Massachusetts
$847M +$86.8M +11% 5.83% 48.5% 832 8.41%
BSB
1942
Bangor Savings Bank
Maine
$846M +$8.02M +1% 4.93% 49.6% 557 5.57%
NC
1943
NewSquare Capital
Pennsylvania
$846M +$44.5M +6% 4.32% 76.5% 975 23.38%
MC
1944
Meteora Capital
Florida
$846M +$383M +83% 1.23% 56.9% 530 44.72%
CC
1945
Criteria Caixa
Spain
$844M +$54.1M +7% 5.16% 35.5% 55 40%
WDA
1946
Wendell David Associates
New Hampshire
$843M +$29.7M +4% 5.43% 46% 149 4.03%
BCP
1947
Blue Chip Partners
Michigan
$843M +$39.4M +5% 3.69% 81.2% 179 7.26%
JCM
1948
Jacobi Capital Management
Pennsylvania
$843M +$43M +5% 5.29% 76.6% 435 8.97%
WJA
1949
Willis Johnson & Associates
Texas
$843M +$75.8M +10% 5.33% 50.9% 130 19.23%
FTDI
1950
First Trust Direct Indexing
Massachusetts
$842M +$88.6M +12% 10.2% 69% 731 11.08%