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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
VV
2076
Verity & Verity
South Carolina
$815M +$32M +4% 2.08% 56% 121 23.14%
TCM
2077
Traynor Capital Management
Pennsylvania
$815M +$122M +18% 18.2% 225% 239 16.74%
FG
2078
Fiduciary Group
Georgia
$814M +$44.8M +6% 6.48% 57.4% 245 6.12%
UBV
2079
United Bank (Virginia)
Virginia
$813M +$30.7M +4% 6.79% 64.2% 166 9.64%
SAM
2080
Sawgrass Asset Management
Florida
$812M +$42.5M +6% 9.61% 70.3% 196 17.86%
TA
2081
Tectonic Advisors
Texas
$812M +$80.9M +11% 3.66% 43.4% 249 10.04%
ORI
2082
Oak Ridge Investments
Illinois
$811M +$72.1M +10% 14% 208% 155 10.32%
FBFS
2083
First Business Financial Services
Wisconsin
$811M +$13.9M +2% 5.56% 59.8% 180 13.89%
SW
2084
SoFi Wealth
California
$810M +$67.9M +9% 4.94% 48% 11 0%
KL
2085
KWMG LLC
Kansas
$808M +$66.7M +9% 3.34% 72.3% 140 4.29%
IHAM
2086
Integral Health Asset Management
New York
$808M +$311M +63% 17.6% 485% 104 61.54%
CCA
2087
Castle Creek Arbitrage
Colorado
$806M -$102M -11% 1.88% 17.2% 487 25.67%
FWM
2088
FFT Wealth Management
Pennsylvania
$805M -$581K -0.1% 6% 65.6% 143 18.88%
RFM
2089
Royal Fund Management
Florida
$804M +$105M +15% 5.93% 92.4% 310 25.48%
PWMAG
2090
Pinnacle Wealth Management Advisory Group
New Jersey
$804M +$64M +9% 6.6% 64.3% 353 13.03%
JMFC
2091
J.M. Forbes & Co
Massachusetts
$804M +$72.4M +10% 9.14% 95.1% 128 17.97%
AVLSA
2092
Atlas Venture Life Science Advisors
Massachusetts
$804M +$65M +9% 23.6% 485% 16 6.25%
AAM
2093
ACK Asset Management
Connecticut
$803M +$148M +23% 14.8% 99.7% 26 23.08%
UAS
2094
United Asset Strategies
New York
$802M +$44.1M +6% 9.01% 94.6% 248 16.13%
GA
2095
Geller Advisors
New York
$802M +$124M +18% 7.39% 20.4% 257 35.02%
CAM
2096
Cozad Asset Management
Illinois
$802M +$46.2M +6% 8.59% 94% 397 12.85%
JLBC
2097
J.L. Bainbridge & Co
Florida
$802M +$73.8M +10% 12.3% 93.8% 85 15.29%
GSIS
2098
Global Strategic Investment Solutions
Arizona
$801M +$103M +15% 4.14% 42.5% 147 10.88%
LGWM
2099
Litman Gregory Wealth Management
California
$801M +$533M +198% 3.79% 55.5% 113 92.04%
ZDA
2100
Zweig-DiMenna Associates
New York
$800M +$61.3M +8% 13% 318% 133 36.09%