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
TFO
2701
Tarbox Family Office
California
$483M -$31.5M -6% 106
JTWM
2702
Jackson Thornton Wealth Management
Alabama
$483M -$14.5M -3% 46
PP
2703
Paloma Partners
Connecticut
$482M +$49.3M +11% 524
PFGIA
2704
Patriot Financial Group Insurance Agency
Massachusetts
$482M -$47.9M -9% 496
TWM
2705
Tanager Wealth Management
United Kingdom
$482M +$20.1M +4% 88
DAC
2706
Dividend Assets Capital
South Carolina
$482M -$4.05M -0.8% 541
PSCM
2707
Per Stirling Capital Management
Texas
$482M -$9.6M -2% 208
TIS
2708
Tortoise Index Solutions
Kansas
$481M -$8.74M -2% 67
MCM
2709
Mengis Capital Management
Oregon
$481M -$20M -4% 170
WEG
2710
World Equity Group
Illinois
$481M +$142M +42% 386
MWP
2711
Meridian Wealth Partners
Pennsylvania
$480M -$6.78M -1% 101
JBA
2712
Johnson Bixby & Associates
Washington
$480M -$2.54M -0.5% 103
NEPWA
2713
New England Private Wealth Advisors
Massachusetts
$480M -$15.4M -3% 117
CPA
2714
Capital Planning Advisors
California
$479M -$14M -3% 131
PCM
2715
Philosophy Capital Management
California
$479M +$31.5M +7% 35
GA
2716
Goldstein Advisors
Wisconsin
$479M +$1.64M +0.3% 180
HAS
2717
HBW Advisory Services
California
$479M +$18M +4% 344
SG
2718
Strid Group
Pennsylvania
$478M -$8.15M -2% 48
TWP
2719
TFO Wealth Partners
Ohio
$478M +$4.34M +0.9% 1,110
AG
2720
Alibaba Group
Hong Kong
$478M -$28.1M -6% 9
ANB
2721
Amarillo National Bank
Texas
$478M -$37.8M -7% 102
BEC
2722
Blue Edge Capital
Virginia
$477M -$19.3M -4% 103
AACP
2723
Advantage Alpha Capital Partners
California
$476M -$24.1M -5% 97
MWM
2724
Madison Wealth Management
Ohio
$476M -$18.5M -4% 158
IIC
2725
Ironwood Investment Counsel
Arizona
$475M +$30.6M +7% 259