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
LA
2751
Lifeworks Advisors
Michigan
$671M +$69.2M +12% 333
LOPW
2752
Live Oak Private Wealth
North Carolina
$670M +$53.3M +9% 194
ECM
2753
Exchange Capital Management
Michigan
$670M +$53.3M +9% 212
ECM
2754
EagleClaw Capital Management
Massachusetts
$670M +$33.6M +5% 150
GWA
2755
Geometric Wealth Advisors
District of Columbia
$669M +$84.2M +14% 76
NIM
2756
Nexus Investment Management
Ontario, Canada
$669M -$214M -24% 82
SDWMA
2757
Schneider Downs Wealth Management Advisors
Pennsylvania
$669M +$117M +21% 154
LWANC
2758
Laurel Wealth Advisors (North Carolina)
North Carolina
$669M +$30.2M +5% 698
HPA
2759
High Probability Advisors
New York
$669M +$69.1M +12% 61
DLIC
2760
Daido Life Insurance Company
Japan
$668M -$69.2M -9% 6
HI
2761
Hoey Investments
Pennsylvania
$668M +$163M +32% 419
VCM
2762
Vivaldi Capital Management
Illinois
$666M +$45.2M +7% 309
EPIMS
2763
Evelyn Partners Investment Management Services
$666M +$56.6M +9% 282
TFO
2764
Tarbox Family Office
California
$665M +$63.3M +11% 117
CAMV
2765
Concord Asset Management (Virginia)
Virginia
$665M +$211M +47% 204
AI
2766
Arvest Investments
Arkansas
$664M +$30.3M +5% 186
MTCM
2767
Mint Tower Capital Management
Netherlands
$664M +$395M +146% 207
BCM
2768
Beryl Capital Management
California
$664M +$396M +148% 39
EFG
2769
Embree Financial Group
Illinois
$664M +$66.9M +11% 220
BFA
2770
Boulay Financial Advisors
Minnesota
$663M +$364M +122% 4
IDA
2771
Intelligence Driven Advisers
California
$663M +$144M +28% 125
IECM
2772
Intrinsic Edge Capital Management
Illinois
$663M +$186M +39% 103
AVLSA
2773
Atlas Venture Life Science Advisors
Massachusetts
$662M +$141M +27% 13
MSWM
2774
McGlone Suttner Wealth Management
Wisconsin
$662M +$52.9M +9% 200
FAN
2775
Financial Advisors Network
California
$662M +$59.4M +10% 197