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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
FCM
2226
Fairholme Capital Management
Florida
$528M +$52.5M +11% 15.7% 36.2% 4 25%
AWCI
2227
Alpine Woods Capital Investors
New York
$527M -$14.9M -3% 11.8% 105% 293 22.87%
KPW
2228
Kore Private Wealth
New York
$527M +$82.2M +19% 6.42% 35.9% 1,105 79.37%
RC
2229
Roundview Capital
New Jersey
$526M +$62.8M +14% 7.21% 77.7% 230 6.09%
BCP
2230
Blue Chip Partners
Michigan
$526M +$53M +11% 5.54% 81.2% 157 13.38%
JCI
2231
Jet Capital Investors
New York
$525M +$52.2M +11% 12.2% 147% 45 68.89%
GTC
2232
Ghost Tree Capital
New York
$525M +$133M +34% 140% 265% 68 58.82%
JFA
2233
JNBA Financial Advisors
Minnesota
$524M +$32.8M +7% 6.8% 61.8% 648 14.66%
AIP
2234
Almanack Investment Partners
Pennsylvania
$524M +$8.52M +2% 3.82% 77.8% 258 31.78%
AC
2235
Adelphi Capital
United Kingdom
$524M +$61.1M +13% 12.9% 3 0%
WAM
2236
Weatherly Asset Management
California
$523M +$54.1M +12% 11.2% 108% 184 7.07%
GSWM
2237
Golden State Wealth Management
California
$523M +$220M +73% 7.1% 1,126 96.45%
TIM
2238
Total Investment Management
Arizona
$523M +$30.1M +6% 7.1% 38.3% 62 29.03%
SSWM
2239
Sheets Smith Wealth Management
North Carolina
$523M +$36.9M +8% 6.68% 75.8% 333 18.62%
HWA
2240
Heartwood Wealth Advisors
Virginia
$523M 6.23% 56.2% 85
FAT
2241
First American Trust
California
$522M +$24M +5% 7.18% 84.6% 151 26.49%
NFT
2242
Nan Fung Trinity
Hong Kong
$522M 19.1% 82.3% 28
WMA
2243
White Mountains Advisors
Connecticut
$522M +$15.5M +3% 8.45% 33.4% 3 0%
AA
2244
Apriem Advisors
California
$522M +$70.5M +16% 8.29% 74.3% 145 17.93%
CAM
2245
Claret Asset Management
Quebec, Canada
$521M +$34.4M +7% 9.28% 73.3% 212 10.85%
TWM
2246
Tanglewood Wealth Management
Texas
$520M +$61.2M +13% 5.54% 59.7% 19 5.26%
SC
2247
Serenity Capital
California
$519M +$85.9M +20% 29.8% 8 12.5%
WCM
2248
Weld Capital Management
New York
$519M -$26.6M -5% 8.44% 1,086 79.74%
SIA
2249
Soltis Investment Advisors
Utah
$519M 5.47% 80.8% 153
MWM
2250
Merriman Wealth Management
Washington
$519M +$24.5M +5% 8.6% 18.3% 197 19.8%