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
SFA
2701
Souders Financial Advisors
Ohio
$471M +$33M +8% 159
CAM
2702
Crestone Asset Management
Colorado
$471M -$5.91M -1% 81
CPA
2703
Capital Planning Advisors
California
$470M +$49.6M +12% 129
SAM
2704
Sabadell Asset Management
Spain
$470M -$11.5M -2% 121
PAG
2705
Private Advisory Group
Washington
$470M +$12.9M +3% 244
CA
2706
Capital Advantage
California
$470M +$24.6M +6% 42
CWC
2707
Carolinas Wealth Consulting
North Carolina
$470M +$28M +6% 1,133
TPC
2708
Tiger Pacific Capital
New York
$470M +$57M +14% 13
NGM
2709
North Growth Management
British Columbia, Canada
$469M +$29.3M +7% 48
LWANC
2710
Laurel Wealth Advisors (North Carolina)
North Carolina
$469M +$35.1M +8% 609
TGAM
2711
TBH Global Asset Management
Tennessee
$469M +$57.6M +14% 216
BL
2712
Bleichroeder LP
New York
$469M +$8.6M +2% 88
MFT
2713
Moisand Fitzgerald Tamayo
Florida
$468M +$29.5M +7% 829
VP
2714
Vitruvian Partners
United Kingdom
$468M -$6.9M -1% 9
VVVM4
2715
Viola Ventures VC Management 4
Israel
$467M +$17.1M +4% 5
CM
2716
Caption Management
Oklahoma
$467M -$126M -21% 967
BPM
2717
Blue Pool Management
Hong Kong
$467M +$17.1M +4% 3
HAIM
2718
Hunter Associates Investment Management
Pennsylvania
$467M +$52M +13% 272
TW
2719
TrinityPoint Wealth
Connecticut
$467M +$27.6M +6% 298
ACM
2720
Academy Capital Management
Texas
$467M -$1.64M -0.3% 36
EPAM
2721
Euro Pacific Asset Management
Puerto Rico
$466M +$20M +4% 77
SHJ
2722
Sharkey, Howes & Javer
Colorado
$466M +$30.7M +7% 106
NRA
2723
NSI Retail Advisors
Pennsylvania
$466M +$42.5M +10% 48
BOK
2724
Bank of Korea
South Korea
$466M +$9.22M +2% 3
GC
2725
GFG Capital
Florida
$465M -$167M -26% 124