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
SWA
2626
Strategies Wealth Advisors
Michigan
$509M +$20M +4% 86
GHAM
2627
Gilman Hill Asset Management
Connecticut
$509M -$28.4M -5% 221
TCOT
2628
Trust Company of Toledo
Ohio
$509M -$83.5M -14% 235
HWCM
2629
Hudson Way Capital Management
Texas
$508M -$24.8M -5% 15
MCM
2630
Masters Capital Management
Georgia
$508M +$14.6M +3% 64
SWA
2631
Sax Wealth Advisors
New Jersey
$508M +$5.67M +1% 190
SA
2632
Strategic Advisors
New York
$507M -$17.7M -3% 205
SIM
2633
Sherborne Investors Management
New York
$507M -$40.1M -7% 1
GA
2634
GuoLine Advisory
Singapore
$507M -$439K -0.1% 13
CWS
2635
Confluence Wealth Services
Pennsylvania
$507M +$34.9M +7% 274
KC
2636
Kadensa Capital
Hong Kong
$507M -$61.3M -11% 33
PAG
2637
Private Advisory Group
Washington
$506M +$1.2M +0.2% 226
PCS
2638
Personal CFO Solutions
New Jersey
$506M +$13.2M +3% 506
MWA
2639
Monograph Wealth Advisors
California
$506M +$39.8M +9% 133
BBNA
2640
Bremer Bank National Association
Minnesota
$506M -$19M -4% 201
IR
2641
IAT Reinsurance
New York
$505M -$12.8M -2% 87
WIA
2642
World Investment Advisors
California
$505M -$12.2M -2% 286
NA
2643
Nordwand Advisors
Pennsylvania
$505M -$78.7M -13% 130
PSP
2644
Principal Street Partners
Tennessee
$505M +$84M +20% 236
SAM
2645
Synergy Asset Management
Washington
$504M +$100M +25% 158
BC
2646
Bricktown Capital
Michigan
$504M -$286M -36% 24
GWWM
2647
Great Waters Wealth Management
Minnesota
$504M +$812K +0.2% 97
MWM
2648
Marietta Wealth Management
Georgia
$503M -$27.3M -5% 110
RBCM
2649
Raub Brock Capital Management
California
$503M -$29.6M -6% 67
RCM
2650
Radnor Capital Management
Pennsylvania
$503M +$269M +115% 306