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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
VIA
2201
Vantagepoint Investment Advisers
District of Columbia
$997M +$120M +14% 3.32% 17% 9 22.22%
PNAA
2202
Pictet North America Advisors
Switzerland
$996M -$4.28M -0.4% 9.08% 65.9% 151 11.92%
WFA
2203
Wellspring Financial Advisors
Ohio
$996M +$97.1M +11% 9.92% 77.2% 185 27.03%
MIOT
2204
Massachusetts Institute of Technology
Massachusetts
$996M +$288M +41% 38.8% 50.8% 10 70%
WDA
2205
Wendell David Associates
New Hampshire
$994M -$7.94M -0.8% 3.27% 46% 153 5.23%
AE
2206
American Express
New York
$994M -$152M -13% 13.2% 3 33.33%
UM
2207
Ulysses Management
New York
$993M +$299M +43% 14.6% 48.7% 66 46.97%
VFA
2208
Voya Financial Advisors
Connecticut
$991M +$85.1M +9% 7.08% 36.1% 240 13.33%
NP
2209
Nilsine Partners
Colorado
$989M +$77M +8% 10.2% 117% 401 15.96%
FWP
2210
Falcon Wealth Planning
California
$989M +$89.7M +10% 7.16% 52.7% 180 11.67%
UIC
2211
Uniplan Investment Counsel
Wisconsin
$989M -$39.1M -4% 3.01% 53.1% 212 33.96%
LOIM
2212
Liberty One Investment Management
Illinois
$988M +$149K +0% 1.12% 38.8% 147 2.04%
MAA
2213
Matrix Asset Advisors
New York
$988M +$82M +9% 7.98% 76.9% 111 8.11%
BST
2214
Bath Savings Trust
Maine
$988M +$21M +2% 4.96% 47.3% 167 7.19%
GXJ
2215
Global X Japan
Japan
$987M +$117M +13% 18.3% 373 23.86%
WA
2216
Wealth Architects
California
$984M +$77.9M +9% 8.66% 80.1% 239 9.62%
TCM
2217
Telos Capital Management
California
$982M +$64.4M +7% 7.36% 71.1% 201 7.46%
VFP
2218
Verus Financial Partners
Virginia
$981M +$105M +12% 6.33% 41.6% 111 6.31%
SPWG
2219
Syntegra Private Wealth Group
Missouri
$980M +$125M +15% 9.01% 52% 185 14.59%
Q
2220
QVR
California
$979M 11.1% 72
AWA
2221
Aaron Wealth Advisors
Illinois
$979M +$107M +12% 10.2% 96.4% 525 21.14%
TC
2222
Tairen Capital
Hong Kong
$979M -$534M -35% 26.7% 303% 109 56.88%
VC
2223
Vivo Capital
California
$977M +$222M +29% 32% 7,374% 45 17.78%
SEM
2224
Suncoast Equity Management
Florida
$977M +$91.9M +10% 13.1% 72.9% 89 12.36%
NFG
2225
Nadler Financial Group
Illinois
$977M +$73.9M +8% 10.6% 64.4% 138 14.49%