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
PWA
2601
Provenance Wealth Advisors
Florida
$774M +$77.5M +11% 445
EAM
2602
EFG Asset Management
Oregon
$773M +$65.6M +9% 182
JPWM
2603
Jamison Private Wealth Management
Georgia
$773M +$76.6M +11% 211
SAM
2604
Silverback Asset Management
North Carolina
$772M +$121M +19% 79
SAM
2605
Southernsun Asset Management
Tennessee
$772M +$59.6M +8% 31
PFC
2606
Phocas Financial Corp
California
$771M +$76M +11% 162
LWL
2607
Leo Wealth LLC
Texas
$771M -$515M -40% 404
WAM
2608
Wallington Asset Management
Indiana
$771M +$60.2M +8% 73
HMP
2609
HS Management Partners
New York
$770M -$456M -37% 25
HWM
2610
Hemington Wealth Management
Virginia
$769M +$78.6M +11% 1,768
TIM
2611
Total Investment Management
Arizona
$769M +$77.2M +11% 905
PAS
2612
Professional Advisory Services
Florida
$768M +$31.1M +4% 93
SCM
2613
Sirios Capital Management
Massachusetts
$768M +$78.4M +11% 73
SB
2614
Samsara BioCapital
California
$766M +$277M +57% 31
NEAM
2615
New England Asset Management
Connecticut
$765M +$122M +19% 127
CL
2616
CIM LLC
New York
$765M +$21.9M +3% 176
AWA
2617
Alaska Wealth Advisors
Alaska
$764M +$66.4M +10% 87
FSA
2618
Fort Sheridan Advisors
Illinois
$764M +$62.4M +9% 276
CIA
2619
Covington Investment Advisors
Pennsylvania
$764M +$63.9M +9% 75
CF
2620
Cypress Funds
California
$763M -$89.8M -11% 16
SSA
2621
South Street Advisors
New York
$763M +$88.8M +13% 85
PMWMG
2622
Parr McKnight Wealth Management Group
Minnesota
$762M +$33.5M +5% 235
FA
2623
Fountainhead AM
New Jersey
$762M +$73.5M +11% 232
AR
2624
Advisory Research
Illinois
$761M +$111M +17% 154
MGM
2625
Manchester Global Management
United Kingdom
$760M +$66.6M +10% 26