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
WWM
2551
Windsor Wealth Management
Indiana
$557M +$41.3M +8% 168
STB
2552
S&T Bank
Pennsylvania
$556M +$1.83M +0.3% 103
FWM
2553
Focused Wealth Management
New York
$555M +$61.2M +12% 1,075
HIGP
2554
Hill Investment Group Partners
Missouri
$555M +$46.5M +9% 62
SCM
2555
SKBA Capital Management
California
$555M +$17.9M +3% 79
MG
2556
Marex Group
$555M -$201M -27% 307
DS
2557
Dudley & Shanley
Florida
$554M +$32.4M +6% 39
GIM
2558
Greylin Investment Management
Virginia
$554M +$5.09M +0.9% 73
PS
2559
Portfolio Strategies
New York
$553M +$40.4M +8% 53
BC
2560
Brio Consultants
California
$553M +$12.8M +2% 95
NB
2561
Northwest Bancshares
Pennsylvania
$553M +$34.4M +7% 192
MC
2562
MIG Capital
California
$553M -$25.5M -4% 18
ODIJL
2563
One Day In July LLC
Vermont
$553M +$31.6M +6% 96
AWM
2564
Avitas Wealth Management
California
$553M +$41.8M +8% 201
WI
2565
WBI Investments
New Jersey
$552M +$52.2M +10% 236
SAM
2566
Simplify Asset Management
Nevada
$552M -$6.26M -1% 134
CWG
2567
Cornerstone Wealth Group
North Carolina
$552M -$10.7M -2% 161
KJHP
2568
K.J. Harrison & Partners
Ontario, Canada
$551M +$56.7M +11% 274
CC
2569
Cadinha & Co
Hawaii
$550M +$187M +52% 97
PL
2570
Parkwood LLC
Ohio
$549M +$11.5M +2% 184
KCMH
2571
Keywise Capital Management (HK)
Hong Kong
$549M +$109M +25% 12
AWA
2572
Artemis Wealth Advisors
New York
$549M +$160M +41% 79
RA
2573
RR Advisors
Texas
$547M -$26.5M -5% 20
SDH
2574
Sloy Dahl & Holst
Washington
$547M +$105M +24% 79
SIM
2575
Sherborne Investors Management
New York
$547M +$76.3M +16% 1