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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
SIA
1926
Soltis Investment Advisors
Utah
$860M +$74.2M +9% 283
AWA
1927
Arkadios Wealth Advisors
Georgia
$860M +$20.2M +2% 642
PCP
1928
P2 Capital Partners
New York
$859M +$79.1M +10% 16
VFA
1929
Voya Financial Advisors
Connecticut
$859M +$55.7M +7% 248
GG
1930
Greenwood Gearhart
Arkansas
$859M +$73.3M +9% 102
LF
1931
Longbow Finance
Switzerland
$859M +$64.6M +8% 65
BC
1932
BIT Capital
Germany
$858M +$217M +34% 167
DCM
1933
Discovery Capital Management
Connecticut
$857M +$117M +16% 83
WAM
1934
Weatherly Asset Management
California
$857M +$86.5M +11% 176
BST
1935
Bath Savings Trust
Maine
$857M +$44.4M +5% 159
TWM
1936
Tradition Wealth Management
Minnesota
$856M +$52.5M +7% 1,429
WWA
1937
WCG Wealth Advisors
Nevada
$856M +$75.8M +10% 190
IAM
1938
Ion Asset Management
Israel
$856M -$96.9M -10% 42
AIP
1939
ARS Investment Partners
New York
$856M +$22.9M +3% 171
SC
1940
Styrax Capital
New York
$855M +$215M +34% 19
WCM
1941
Wealthcare Capital Management
Virginia
$854M +$34.3M +4% 78
MICM
1942
Matthews International Capital Management
California
$854M -$149M -15% 51
NGA
1943
Naples Global Advisors
Florida
$852M +$50.4M +6% 404
MW
1944
Marcum Wealth
Ohio
$852M +$50.5M +6% 429
NCM
1945
Narwhal Capital Management
Georgia
$851M +$51.5M +6% 175
FDCC
1946
Foster Dykema Cabot & Co
Massachusetts
$850M +$72.7M +9% 393
AC
1947
AltraVue Capital
Washington
$850M +$17.3M +2% 30
LNWTC
1948
Laird Norton Wetherby Trust Company
Washington
$850M +$48.9M +6% 123
CFD
1949
Creative Financial Designs
Indiana
$850M +$86M +11% 1,537
PAM
1950
PSquared Asset Management
Switzerland
$849M +$155M +22% 18