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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
FSWA
2301
Financial Synergies Wealth Advisors
Texas
$988M +$69.6M +8% 6.93% 72.3% 95 7.37%
AWG
2302
Alpha Wave Global
New York
$987M +$59.2M +6% 20.8% 219% 37 35.14%
JTWM
2303
Jackson Thornton Wealth Management
Alabama
$986M +$113M +13% 7.31% 51.2% 293 53.24%
NA
2304
Navellier & Associates
Nevada
$986M +$179M +22% 17.8% 262% 384 27.86%
WCM
2305
Wealthcare Capital Management
Virginia
$985M +$39M +4% 5.81% 41.4% 86 12.79%
NG
2306
Norden Group
Utah
$984M +$63M +7% 8.65% 92.5% 628 20.38%
VCAM
2307
Van Cleef Asset Management
Ohio
$984M +$55.7M +6% 8.37% 81.1% 119 3.36%
VCP
2308
Vista Capital Partners
Oregon
$983M +$69.6M +8% 6.99% 61.2% 153 22.22%
NI
2309
Nuance Investments
Missouri
$982M -$302M -23% 0.64% 6.33% 53 26.42%
BIM
2310
Barton Investment Management
Pennsylvania
$982M +$16.8M +2% 4.69% 80.3% 51 5.88%
ST
2311
Sentinel Trust
Texas
$981M +$60.5M +7% 9.12% 79.2% 136 10.29%
TPWA
2312
TRUE Private Wealth Advisors
Oregon
$980M +$90.1M +10% 5.63% 84% 270 11.48%
TPA
2313
Trivium Point Advisory
Connecticut
$979M +$58.1M +6% 9.71% 86.7% 372 14.78%
LA
2314
LVW Advisors
New York
$979M +$62.6M +7% 6.9% 71.5% 367 15.26%
IGGA
2315
Iron Gate Global Advisors
Utah
$979M +$81.8M +9% 9.78% 110% 117 29.91%
AF
2316
Arrow Financial
New York
$978M +$28.3M +3% 6.65% 53.2% 166 7.23%
TC
2317
Trust Company
Kansas
$978M +$91.6M +10% 4.26% 36.5% 428 10.28%
TCMX
2318
Technology Crossover Management XI
California
$977M -$75.9M -7% 6.51% 177% 3 0%
KBFS
2319
Kohmann Bosshard Financial Services
Ohio
$976M +$79.4M +9% 5.39% 42.8% 329 41.03%
SL
2320
SWF LLC
Nebraska
$976M +$115M +13% 6.16% 81.7% 10 40%
PLFA
2321
Pacific Life Fund Advisors
California
$975M +$41.8M +4% 6.1% 36.4% 20 0%
HMH
2322
Hackensack Meridian Health
New Jersey
$973M +$70.6M +8% 6.19% 44.2% 6 0%
WA
2323
Wealth Alliance
New York
$972M +$76.8M +9% 8.68% 65.1% 603 18.24%
BMM
2324
Berkshire Money Management
Massachusetts
$972M +$21.3M +2% 6.27% 56.5% 157 70.7%
KC
2325
Kadensa Capital
Hong Kong
$971M +$343M +55% 23.6% 125% 68 60.29%