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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
FBFS
2101
First Business Financial Services
Wisconsin
$811M +$13.9M +2% 5.56% 74% 180 13.89%
SW
2102
SoFi Wealth
California
$810M +$67.9M +9% 4.94% 62.2% 11 0%
KL
2103
KWMG LLC
Kansas
$808M +$66.7M +9% 3.34% 72.3% 140 4.29%
IHAM
2104
Integral Health Asset Management
New York
$808M +$311M +63% 17.6% 564% 104 61.54%
CCA
2105
Castle Creek Arbitrage
Colorado
$806M -$102M -11% 1.88% 17.2% 487 25.67%
FWM
2106
FFT Wealth Management
Pennsylvania
$805M -$581K -0.1% 6% 65.6% 143 18.88%
RFM
2107
Royal Fund Management
Florida
$804M +$105M +15% 5.93% 92.4% 310 25.48%
PWMAG
2108
Pinnacle Wealth Management Advisory Group
New Jersey
$804M +$64M +9% 6.6% 80.5% 353 13.03%
JMFC
2109
J.M. Forbes & Co
Massachusetts
$804M +$72.4M +10% 9.14% 95.1% 128 17.97%
AVLSA
2110
Atlas Venture Life Science Advisors
Massachusetts
$804M +$65M +9% 23.6% 484% 16 6.25%
AAM
2111
ACK Asset Management
Connecticut
$803M +$148M +23% 14.8% 132% 26 23.08%
UAS
2112
United Asset Strategies
New York
$802M +$44.1M +6% 9.01% 94.6% 248 16.13%
GA
2113
Geller Advisors
New York
$802M +$124M +18% 7.39% 20.4% 257 35.02%
CAM
2114
Cozad Asset Management
Illinois
$802M +$46.2M +6% 8.59% 132% 397 12.85%
JLBC
2115
J.L. Bainbridge & Co
Florida
$802M +$73.8M +10% 12.3% 93.8% 85 15.29%
GSIS
2116
Global Strategic Investment Solutions
Arizona
$801M +$103M +15% 4.14% 51.8% 147 10.88%
LGWM
2117
Litman Gregory Wealth Management
California
$801M +$533M +198% 3.79% 55.5% 113 92.04%
ZDA
2118
Zweig-DiMenna Associates
New York
$800M +$61.3M +8% 13% 561% 133 36.09%
SCA
2119
Summit Creek Advisors
Minnesota
$800M +$31.6M +4% 6.34% 68.8% 74 8.11%
CP
2120
CenterBook Partners
Connecticut
$800M +$92.3M +13% 3.39% 62.4% 508 45.87%
ROTUOC
2121
Regents of the University of California
California
$799M +$261M +48% 6.08% 86.1% 31 12.9%
CF
2122
Cypress Funds
California
$796M +$87.7M +12% 17.2% 100% 14 0%
DA
2123
Duality Advisers
Florida
$796M -$87.6M -10% 2.69% 18.3% 780 68.85%
PA
2124
Procyon Advisors
Connecticut
$795M +$194M +32% 6.44% 84.2% 467 20.34%
SGCA
2125
Steel Grove Capital Advisors
Tennessee
$795M +$46.2M +6% 7.18% 93% 210 16.19%