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
AWM
2826
Affinity Wealth Management
Delaware
$548M +$8.27M +2% 107
1SAMC
2827
12th Street Asset Management Company
Tennessee
$548M -$28.5M -5% 30
PCWA
2828
Pacific Capital Wealth Advisors
California
$548M +$123M +29% 681
SF
2829
Symphony Financial
Texas
$548M +$118M +28% 222
PJSIMP
2830
P.J. Schmidt Investment Management (PJS)
Wisconsin
$547M +$17.4M +3% 187
IA
2831
Insight Advisors
Pennsylvania
$547M +$32.2M +6% 304
M
2832
Mirova
France
$547M -$17.2M -3% 151
FNA
2833
First National Advisers
Nebraska
$547M +$100M +22% 213
VHMC
2834
Value Holdings Management Company
New York
$547M -$18.3M -3% 31
QCM
2835
Quadratic Capital Management
Connecticut
$546M -$117M -18% 2
DFCM
2836
Dark Forest Capital Management
Puerto Rico
$546M -$44.4M -8% 951
GEA
2837
Glen Eagle Advisors
New Jersey
$546M +$19M +4% 1,221
KFAA
2838
Klaas Financial Asset Advisors
Illinois
$545M +$44.1M +9% 50
HA
2839
Harbor Advisors
Florida
$545M +$971K +0.2% 187
AMCA
2840
Arthur M. Cohen & Associates
Illinois
$545M +$71.9M +15% 145
AA
2841
AF Advisors
California
$545M +$83.9M +18% 22
PCMC
2842
Paragon Capital Management (Colorado)
Colorado
$545M -$20M -4% 246
CWP
2843
CFM Wealth Partners
Texas
$544M +$46M +9% 155
BFO
2844
Biltmore Family Office
North Carolina
$543M +$35.7M +7% 255
BCMLT
2845
Beacon Capital Management LLC (Tennessee)
Tennessee
$543M +$55.1M +11% 1,116
SL
2846
Sentry LLC
Tennessee
$543M +$11.9M +2% 130
SI
2847
Sora Investors
Pennsylvania
$543M -$65.2M -11% 69
PWA
2848
Physician Wealth Advisors
Utah
$543M +$67.1M +14% 190
GWS
2849
Glassman Wealth Services
Virginia
$542M +$47.4M +10% 224
VI
2850
Versor Investments
New York
$542M +$47.7M +10% 981