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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
WA
2326
Waddell & Associates
Tennessee
$744M +$59.9M +9% 9.93% 194% 176 18.75%
AAA
2327
Adams Asset Advisors
Texas
$743M -$2.19M -0.3% 0.33% 63.2% 79 7.59%
NFG
2328
Nadler Financial Group
Illinois
$742M +$82.2M +12% 11.7% 64.4% 112 8.93%
PWA
2329
Provenance Wealth Advisors
Florida
$742M +$123M +20% 10.5% 55.9% 623 26.48%
GWM
2330
GDS Wealth Management
Texas
$742M +$106M +17% 10.6% 46.2% 136 14.71%
CIPU
2331
Caledonia Investments plc (UK)
United Kingdom
$741M +$59.2M +9% 7.82% 48.7% 13 0%
SGCA
2332
Steel Grove Capital Advisors
Tennessee
$740M -$8.33M -1% 10.6% 93% 213 16.9%
SFO
2333
Stokes Family Office
Louisiana
$740M -$112M -13% 9.7% 56.9% 353 40.79%
SGK
2334
Steigerwald Gordon & Koch
Virginia
$739M +$83.5M +13% 11.3% 59.5% 121 9.92%
HR
2335
Hardy Reed
Mississippi
$738M +$187M +34% 10.9% 57.7% 123 21.14%
RA
2336
Rodgers & Associates
Pennsylvania
$737M +$75.7M +11% 11.4% 53.7% 91 10.99%
TFA
2337
Toth Financial Advisory
Virginia
$737M +$80.7M +12% 12.8% 82.5% 813 17.47%
TIM
2338
Tortoise Investment Management
New York
$737M +$65.5M +10% 8.34% 33% 831 8.18%
SCM
2339
SOL Capital Management
Maryland
$737M +$91.1M +14% 11.9% 56.6% 306 7.19%
OQS
2340
Occudo Quantitative Strategies
Florida
$736M -$37.3M -5% 17.2% 67.4% 1,298 71.19%
WA
2341
WFM Asia
British Virgin Islands
$735M -$91.5M -11% 1.62% 14.1% 10 0%
JAG
2342
Journey Advisory Group
Kentucky
$735M +$65.7M +10% 9.3% 58.7% 224 7.14%
IHAM
2343
Integral Health Asset Management
New York
$734M +$11.9M +2% 21.6% 485% 98 63.27%
TVAMP
2344
Tennessee Valley Asset Management Partners
Tennessee
$733M +$429M +141% 10.1% 50.5% 824 86.41%
BHB
2345
Bank Hapoalim BM
Israel
$731M +$114M +18% 12.2% 58.6% 151 16.56%
FC
2346
Forte Capital
New York
$731M +$81.5M +13% 12.1% 98.3% 230 11.74%
HVIA
2347
Hudson Valley Investment Advisors
New York
$730M +$20.9M +3% 12.3% 94.6% 187 4.81%
LP
2348
LGL Partners
Pennsylvania
$730M +$160M +28% 10.2% 68.9% 110 16.36%
OP
2349
Oldfield Partners
United Kingdom
$729M +$79.5M +12% 14.7% 90.3% 29 27.59%
NSEDCP
2350
NJ State Employees Deferred Compensation Plan
New Jersey
$727M +$68.4M +10% 13.9% 127% 495 4.85%