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
TW
2701
TrinityPoint Wealth
Connecticut
$439M +$1.83M +0.4% 301
MFT
2702
Moisand Fitzgerald Tamayo
Florida
$439M +$74.1M +20% 868
BEC
2703
Blue Edge Capital
Virginia
$439M +$35M +9% 111
CCT
2704
Chemung Canal Trust
New York
$439M +$37.6M +9% 120
EFL
2705
ERn Financial LLC
Wisconsin
$439M +$47.7M +12% 176
SAM
2706
Sompo Asset Management
Japan
$438M +$45.6M +12% 189
OWA
2707
One Wealth Advisors
California
$438M +$132M +43% 635
SFA
2708
Souders Financial Advisors
Ohio
$438M +$69.5M +19% 156
HWA
2709
HHM Wealth Advisors
Tennessee
$437M +$57.1M +15% 762
SGA
2710
Sector Gamma AS
Norway
$437M +$49.4M +13% 38
CBB
2711
Citizens Business Bank
California
$437M +$26.9M +7% 124
MWM
2712
Madison Wealth Management
Ohio
$437M +$32.5M +8% 167
SVCP
2713
Silicon Valley Capital Partners
California
$437M -$24M -5% 259
DPI
2714
Diversified Portfolios Inc
Michigan
$436M +$64.7M +17% 136
SCM
2715
Schnieders Capital Management
California
$436M +$58.3M +15% 202
GFA
2716
Gifford Fong Associates
California
$436M +$31.8M +8% 140
WIA
2717
World Investment Advisors
California
$436M +$14.9M +4% 277
SHJ
2718
Sharkey, Howes & Javer
Colorado
$436M -$23.2M -5% 115
ACS
2719
Archford Capital Strategies
Illinois
$435M +$47.5M +12% 298
SWM
2720
Stockman Wealth Management
Montana
$435M +$66.2M +18% 208
KCPG
2721
Kavar Capital Partners Group
Kansas
$434M +$41.8M +11% 153
LWANC
2722
Laurel Wealth Advisors (North Carolina)
North Carolina
$434M +$40.2M +10% 589
DSAM
2723
Dock Street Asset Management
Florida
$434M +$16.5M +4% 58
ERIC
2724
Eagle Rock Investment Company
Georgia
$434M +$50.5M +13% 138
EHI
2725
Eagle Health Investments
Connecticut
$433M -$2.26M -0.5% 30