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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
PJWM
2326
Philip James Wealth Mangement
Georgia
$814M +$664M +442% 164
AWAG
2327
ARS Wealth Advisors Group
Florida
$814M +$43.4M +6% 176
SM
2328
Sunriver Management
Connecticut
$813M +$23.4M +3% 21
GLLW
2329
Graves Light Lenhart Wealth
Virginia
$813M -$61.1M -7% 195
APM
2330
a16z Perennial Management
California
$812M -$122M -13% 47
DBG
2331
De Burlo Group
Massachusetts
$812M +$68.2M +9% 86
PCI
2332
Planning Center Inc
Illinois
$812M +$46.4M +6% 74
OWA
2333
Octavia Wealth Advisors
Ohio
$812M +$77.4M +11% 230
DPW
2334
DiNuzzo Private Wealth
Pennsylvania
$811M +$70.1M +9% 1,481
PIMJS
2335
PKO Investment Management Joint-Stock
Poland
$811M +$1.28M +0.2% 168
RPC
2336
Rossmore Private Capital
Connecticut
$809M +$47.9M +6% 235
AAM
2337
ACK Asset Management
Connecticut
$809M -$1.09M -0.1% 23
LCM
2338
Legato Capital Management
California
$809M +$66.9M +9% 637
WAG
2339
Winthrop Advisory Group
Massachusetts
$809M +$73.4M +10% 157
MAM
2340
Mark Asset Management
New York
$809M +$52.4M +7% 55
BIC
2341
Beach Investment Counsel
Pennsylvania
$809M -$3.6M -0.4% 236
IECM
2342
Intrinsic Edge Capital Management
Illinois
$807M -$226M -22% 166
CAL
2343
Capital Advisors Ltd
Ohio
$806M +$35.8M +5% 1,671
KBFS
2344
Kohmann Bosshard Financial Services
Ohio
$805M +$62.6M +8% 205
FMP
2345
Financial Management Professionals
Texas
$805M +$76.8M +11% 1,073
FSWA
2346
Financial Synergies Wealth Advisors
Texas
$805M +$63M +8% 79
PO
2347
Paradigm Operations
California
$805M -$199M -20% 1
RIM
2348
RW Investment Management
Idaho
$804M +$64.2M +9% 95
MA
2349
MONECO Advisors
Connecticut
$803M +$123M +18% 454
RBC
2350
Romano Brothers & Co
Illinois
$803M +$80.9M +11% 315