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
SW
2801
SkyOak Wealth
Michigan
$323M 308
BPA
2802
Beacon Pointe Advisors
California
$323M +$91.1M +39% 225
SGCM
2803
Sand Grove Capital Management
United Kingdom
$322M -$210M -39% 21
HAIM
2804
Hunter Associates Investment Management
Pennsylvania
$322M +$31.2M +11% 183
RP
2805
Rowlandmiller & Partners
Georgia
$322M +$26.8M +9% 161
PW
2806
Price Wealth
Texas
$321M +$14.9M +5% 490
GBCP
2807
Glade Brook Capital Partners
Connecticut
$321M -$33.3M -9% 2
BAM
2808
Bruderman Asset Management
New York
$320M -$75.6M -19% 118
HFM
2809
Hartford Financial Management
Connecticut
$320M +$20.3M +7% 365
IAA
2810
Ironsides Asset Advisors
North Carolina
$320M +$19.7M +7% 100
FIA
2811
FNY Investment Advisers
New York
$320M -$6.09M -2% 1,239
NC
2812
Nokomis Capital
Texas
$319M -$73.2M -19% 42
CL
2813
CIM LLC
New York
$319M +$29.1M +10% 111
HLC
2814
Hunt Lane Capital
New York
$319M -$41.6M -12% 22
TCM
2815
Tradewinds Capital Management
Washington
$319M +$66.5M +26% 729
WI
2816
WrapManager Inc
California
$318M +$15.1M +5% 292
LWANC
2817
Laurel Wealth Advisors (North Carolina)
North Carolina
$318M +$25M +9% 560
FAM
2818
Formidable Asset Management
Ohio
$317M +$209M +194% 263
RCA
2819
Resonant Capital Advisors
Wisconsin
$317M 202
BEC
2820
Blue Edge Capital
Virginia
$316M +$24.5M +8% 96
UONDDL
2821
University of Notre Dame du Lac
Indiana
$316M -$19.1M -6% 65
CA
2822
Capital Advantage
California
$316M +$27.4M +9% 99
LFA
2823
Legacy Financial Advisors
Kentucky
$316M +$15.4M +5% 118
IWP
2824
Icon Wealth Partners
Texas
$316M +$23.8M +8% 185
FTCM
2825
First Trust Capital Management
Illinois
$316M +$7.89M +3% 64