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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
2376
Waddell & Associates
Tennessee
$824M -$157M -16% 2.41% 194% 164 9.15%
OWA
2377
Octavia Wealth Advisors
Ohio
$824M -$583K -0.1% 2.11% 67.9% 239 10.88%
TPWA
2378
TRUE Private Wealth Advisors
Oregon
$823M -$592K -0.1% 0.47% 84% 245 13.88%
JWM
2379
Jackson Wealth Management
Florida
$823M -$58.7M -7% 3.67% 72.1% 203 35.96%
DP
2380
DDD Partners
Washington
$823M +$9.33M +1% 0.97% 62.1% 108 14.81%
PJWM
2381
Philip James Wealth Mangement
Georgia
$822M +$48.5M +6% 7.79% 191 22.51%
FSWA
2382
Financial Synergies Wealth Advisors
Texas
$822M +$15.6M +2% 1.35% 72.3% 85 18.82%
BL
2383
BFSG LLC
California
$822M -$33.5M -4% 1.18% 81.9% 721 13.31%
RA
2384
Rodgers & Associates
Pennsylvania
$820M -$19M -2% 3.63% 53.7% 102 8.82%
SWA
2385
Strategies Wealth Advisors
Michigan
$819M +$15.7M +2% 1.32% 64.6% 186 38.17%
BFS
2386
Bard Financial Services
Connecticut
$818M -$16.1M -2% 0.65% 90.1% 219 9.13%
GAM
2387
Griffin Asset Management
New York
$817M -$34.2M -4% 0.88% 80.7% 219 12.33%
SAM
2388
Sawgrass Asset Management
Florida
$816M -$95.5M -10% 4.47% 96.6% 187 14.44%
SAA
2389
Southeast Asset Advisors
Georgia
$816M +$397K +0% 0.14% 91.5% 192 17.19%
CIA
2390
CCM Investment Advisers
South Carolina
$815M -$89.5M -10% 3.27% 170% 77 11.69%
LRPA
2391
L. Roy Papp & Associates
Arizona
$815M -$41.4M -5% 2.11% 64.3% 179 3.35%
GLLW
2392
Graves Light Lenhart Wealth
Virginia
$815M +$10.3M +1% 0.72% 45% 192 6.25%
ME
2393
McIlrath & Eck
Washington
$814M +$29.9M +4% 1.54% 44% 1,017 13.27%
MCM
2394
Manchester Capital Management
Vermont
$814M -$47.1M -5% 4.77% 72.3% 1,211 8.26%
BIM
2395
Barton Investment Management
Pennsylvania
$814M -$129M -14% 4.32% 80.3% 49 8.16%
RIM
2396
RW Investment Management
Idaho
$814M -$6.98M -0.9% 0.57% 104 8.65%
PL
2397
Parthenon LLC
Kentucky
$813M -$13.6M -2% 0.51% 80.8% 124 2.42%
CVM
2398
Cheviot Value Management
California
$813M +$290M +55% 8.55% 77.8% 458 85.37%
AI
2399
Atom Investors
Texas
$813M +$7.87M +1% 4.44% 83.4% 669 55.16%
RPC
2400
Rossmore Private Capital
Connecticut
$812M +$3.43M +0.4% 0.39% 75.4% 251 8.76%