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
OWA
2726
One Wealth Advisors
California
$438M +$132M +43% 635
SFA
2727
Souders Financial Advisors
Ohio
$438M +$69.5M +19% 156
HWA
2728
HHM Wealth Advisors
Tennessee
$437M +$57.1M +15% 762
SGA
2729
Sector Gamma AS
Norway
$437M +$49.4M +13% 38
CBB
2730
Citizens Business Bank
California
$437M +$26.9M +7% 124
MWM
2731
Madison Wealth Management
Ohio
$437M +$32.5M +8% 167
SVCP
2732
Silicon Valley Capital Partners
California
$437M -$24M -5% 259
DPI
2733
Diversified Portfolios Inc
Michigan
$436M +$64.7M +17% 136
SCM
2734
Schnieders Capital Management
California
$436M +$58.3M +15% 202
GFA
2735
Gifford Fong Associates
California
$436M +$31.8M +8% 140
WIA
2736
World Investment Advisors
California
$436M +$14.9M +4% 277
SHJ
2737
Sharkey, Howes & Javer
Colorado
$436M -$23.2M -5% 115
ACS
2738
Archford Capital Strategies
Illinois
$435M +$47.5M +12% 298
SWM
2739
Stockman Wealth Management
Montana
$435M +$66.2M +18% 208
KCPG
2740
Kavar Capital Partners Group
Kansas
$434M +$41.8M +11% 153
LWANC
2741
Laurel Wealth Advisors (North Carolina)
North Carolina
$434M +$40.2M +10% 589
DSAM
2742
Dock Street Asset Management
Florida
$434M +$16.5M +4% 58
ERIC
2743
Eagle Rock Investment Company
Georgia
$434M +$50.5M +13% 138
EHI
2744
Eagle Health Investments
Connecticut
$433M -$2.26M -0.5% 30
VEI
2745
Vesa Equity Investment
Luxembourg
$433M +$48.9M +13% 1
RMC
2746
Regis Management Company
California
$433M +$21M +5% 58
TWP
2747
TFO Wealth Partners
Ohio
$433M +$32.9M +8% 950
SWA
2748
Sax Wealth Advisors
New Jersey
$433M +$44.5M +11% 176
BCM
2749
Brasada Capital Management
Texas
$433M +$10.9M +3% 139
SWIG
2750
Strategic Wealth Investment Group
Kentucky
$433M +$84.7M +24% 135