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
DWA
2651
Divergent Wealth Advisors
Utah
$370M +$30.4M +9% 42
EVM
2652
Evelyn V. Moreno
$370M +$25.7M +7% 69
OFM
2653
Omega Fund Management
Massachusetts
$370M +$3.92M +1% 17
IIC
2654
Ironwood Investment Counsel
Arizona
$370M +$42.1M +13% 199
F
2655
Filament
Washington
$369M +$61.2M +20% 37
AG
2656
Aravt Global
New York
$369M -$47.4M -11% 14
WA
2657
Waddell & Associates
Tennessee
$369M +$33.1M +10% 35
WA
2658
Wealth Architects
California
$369M +$12M +3% 154
FVWA
2659
Foster Victor Wealth Advisors
South Carolina
$368M +$67M +22% 145
SMH
2660
Sanders Morris Harris
Texas
$368M +$162M +79% 282
BEC
2661
Blue Edge Capital
Virginia
$367M +$33.7M +10% 97
SOAMC
2662
Spirit of America Management Corp
New York
$367M -$22.5M -6% 237
GLA
2663
Good Life Advisors
Pennsylvania
$367M +$34M +10% 270
SC
2664
Slow Capital
California
$367M +$26.5M +8% 299
RI
2665
RPTC Inc
Wyoming
$367M +$26.3M +8% 6
PRS
2666
Pinkerton Retirement Specialists
Idaho
$367M +$52.1M +17% 95
ZAM
2667
Zevin Asset Management
Massachusetts
$367M +$37.5M +11% 91
SIS
2668
Sound Income Strategies
Florida
$366M +$31.5M +9% 981
CWG
2669
Cornerstone Wealth Group
North Carolina
$366M -$32.6M -8% 153
EWA
2670
Evolution Wealth Advisors
Florida
$366M +$60.7M +20% 625
BP
2671
BFAM Partners
Hong Kong
$366M +$123M +51% 24
FTC
2672
Farmers Trust Company
Ohio
$365M +$18.8M +5% 158
CPA
2673
Capital Planning Advisors
California
$365M +$29.1M +9% 135
DF
2674
Donoghue Forlines
Massachusetts
$365M -$18.4M -5% 152
MCM
2675
Mengis Capital Management
Oregon
$365M +$27.8M +8% 160