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
AAA
2601
Adams Asset Advisors
Texas
$776M +$64.9M +9% 81
TWP
2602
Triad Wealth Partners
Kansas
$775M +$280M +57% 385
BIG
2603
Brookwood Investment Group
Arizona
$775M +$154M +25% 553
RMC
2604
Resources Management Corp
Connecticut
$774M +$37.3M +5% 431
PWA
2605
Provenance Wealth Advisors
Florida
$774M +$77.5M +11% 445
EAM
2606
EFG Asset Management
Oregon
$773M +$65.6M +9% 182
JPWM
2607
Jamison Private Wealth Management
Georgia
$773M +$76.6M +11% 211
SAM
2608
Silverback Asset Management
North Carolina
$772M +$121M +19% 79
SAM
2609
Southernsun Asset Management
Tennessee
$772M +$59.6M +8% 31
PFC
2610
Phocas Financial Corp
California
$771M +$76M +11% 162
LWL
2611
Leo Wealth LLC
Texas
$771M -$515M -40% 404
WAM
2612
Wallington Asset Management
Indiana
$771M +$60.2M +8% 73
HMP
2613
HS Management Partners
New York
$770M -$456M -37% 25
HWM
2614
Hemington Wealth Management
Virginia
$769M +$78.6M +11% 1,768
TIM
2615
Total Investment Management
Arizona
$769M +$77.2M +11% 905
PAS
2616
Professional Advisory Services
Florida
$768M +$31.1M +4% 93
SCM
2617
Sirios Capital Management
Massachusetts
$768M +$78.4M +11% 73
SB
2618
Samsara BioCapital
California
$766M +$277M +57% 31
NEAM
2619
New England Asset Management
Connecticut
$765M +$122M +19% 127
CL
2620
CIM LLC
New York
$765M +$21.9M +3% 176
AWA
2621
Alaska Wealth Advisors
Alaska
$764M +$66.4M +10% 87
FSA
2622
Fort Sheridan Advisors
Illinois
$764M +$62.4M +9% 276
Legacy Financial Group (Iowa)
2623
Legacy Financial Group (Iowa)
Iowa
$764M +$47.6M +7% 124
CIA
2624
Covington Investment Advisors
Pennsylvania
$764M +$63.9M +9% 75
CF
2625
Cypress Funds
California
$763M -$89.8M -11% 16