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
SDWMA
2751
Schneider Downs Wealth Management Advisors
Pennsylvania
$669M +$117M +21% 154
LWANC
2752
Laurel Wealth Advisors (North Carolina)
North Carolina
$669M +$30.2M +5% 698
HPA
2753
High Probability Advisors
New York
$669M +$69.1M +12% 61
DLIC
2754
Daido Life Insurance Company
Japan
$668M -$69.2M -9% 6
HI
2755
Hoey Investments
Pennsylvania
$668M +$163M +32% 419
VCM
2756
Vivaldi Capital Management
Illinois
$666M +$45.2M +7% 309
EPIMS
2757
Evelyn Partners Investment Management Services
$666M +$56.6M +9% 282
TFO
2758
Tarbox Family Office
California
$665M +$63.3M +11% 117
CAMV
2759
Concord Asset Management (Virginia)
Virginia
$665M +$211M +47% 204
AI
2760
Arvest Investments
Arkansas
$664M +$30.3M +5% 186
MTCM
2761
Mint Tower Capital Management
Netherlands
$664M +$395M +146% 207
BCM
2762
Beryl Capital Management
California
$664M +$396M +148% 39
EFG
2763
Embree Financial Group
Illinois
$664M +$66.9M +11% 220
BFA
2764
Boulay Financial Advisors
Minnesota
$663M +$364M +122% 4
IDA
2765
Intelligence Driven Advisers
California
$663M +$144M +28% 125
IECM
2766
Intrinsic Edge Capital Management
Illinois
$663M +$186M +39% 103
AVLSA
2767
Atlas Venture Life Science Advisors
Massachusetts
$662M +$141M +27% 13
MSWM
2768
McGlone Suttner Wealth Management
Wisconsin
$662M +$52.9M +9% 200
FAN
2769
Financial Advisors Network
California
$662M +$59.4M +10% 197
ABWM
2770
Alpine Bank Wealth Management
Colorado
$662M +$38.6M +6% 445
BFC
2771
Banc Funds Company
Illinois
$662M -$96.9M -13% 119
FCM
2772
Fieldview Capital Management
Michigan
$661M -$46.2M -7% 546
RAM
2773
Ramirez Asset Management
New York
$661M +$180M +38% 395
JSL
2774
JT Stratford LLC
Georgia
$661M +$95.2M +17% 333
GWA
2775
Gratus Wealth Advisors
Virginia
$660M +$51.1M +8% 138