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
MSWM
2776
McGlone Suttner Wealth Management
Wisconsin
$599M +$118M +25% 188
PCWA
2777
Pacific Capital Wealth Advisors
California
$599M +$3.85M +0.6% 498
FRM
2778
Foundation Resource Management
Arkansas
$599M -$48.2M -7% 53
RCM
2779
Radnor Capital Management
Pennsylvania
$598M -$74.9M -11% 340
EWA
2780
Evolution Wealth Advisors
Florida
$598M +$43.5M +8% 153
TVAMP
2781
Tennessee Valley Asset Management Partners
Tennessee
$597M -$6.76M -1% 168
NG
2782
Northstar Group
New York
$597M +$23M +4% 163
ESL
2783
Endurance Services Ltd
New York
$597M -$102K -0% 17
PIMC
2784
Praesidium Investment Management Company
New York
$596M +$56.2K +0% 14
TCP
2785
ThornTree Capital Partners
Massachusetts
$596M +$117M +24% 22
MSWMA
2786
Market Street Wealth Management Advisors
Indiana
$596M -$12.5M -2% 98
MCM
2787
Mudrick Capital Management
New York
$596M +$435M +270% 4
KFS
2788
Kurt F. Somerville
$596M -$25.7M -4% 99
BFO
2789
Biltmore Family Office
North Carolina
$595M +$10.8M +2% 284
LOPW
2790
Live Oak Private Wealth
North Carolina
$595M -$21.3M -3% 189
GWS
2791
Glassman Wealth Services
Virginia
$594M +$7.67M +1% 202
NIEF
2792
Nalanda India Equity Fund
Mauritius
$594M -$10.8M -2% 2
BDWCC
2793
B&D White Capital Company
Texas
$594M +$13.4M +2% 92
DCM
2794
Disciplina Capital Management
Tennessee
$593M -$31M -5% 73
CWP
2795
CFM Wealth Partners
Texas
$593M +$20.3M +4% 147
AMBIA
2796
Allen Mooney & Barnes Investment Advisors
Georgia
$593M +$5.38M +0.9% 158
FIS
2797
FCPM III Services
Netherlands
$592M +$10.1M +2% 8
SAM
2798
Sompo Asset Management
Japan
$592M -$46.1M -7% 202
PWA
2799
Physician Wealth Advisors
Utah
$592M +$37.6M +7% 1,148
KCPG
2800
Kavar Capital Partners Group
Kansas
$592M -$40.5M -6% 191