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
LFA
2826
Legacy Financial Advisors
Kentucky
$723M -$2.96M -0.4% 461
KI
2827
Koch Inc
Kansas
$723M -$34.1M -5% 7
CWS
2828
Cypress Wealth Services
California
$723M +$112M +18% 402
ACA
2829
Affinity Capital Advisors
California
$723M +$71.7M +11% 174
MWA
2830
Meridian Wealth Advisors
Texas
$722M +$17.8M +3% 198
VNA
2831
Valley National Advisers
Pennsylvania
$722M +$76.2M +12% 960
HP
2832
Hound Partners
New York
$721M -$57.3M -7% 42
GWA
2833
Gratus Wealth Advisors
Virginia
$721M +$10.9M +2% 135
OCAM
2834
Onex Canada Asset Management
Ontario, Canada
$720M -$71.1M -9% 72
GGI
2835
Galaxy Group Investments
New York
$720M -$302M -30% 63
JPMIA
2836
J.P. Marvel Investment Advisors
Massachusetts
$720M +$32.2M +5% 61
MW
2837
Marble Wealth
Alabama
$720M 272
WCFA
2838
Walkner Condon Financial Advisors
Wisconsin
$720M +$88.9M +14% 320
CICC
2839
Capital Investment Counsel (Colorado)
Colorado
$720M +$40.7M +6% 148
OTL
2840
Oak Thistle LLC
New York
$720M +$63.9M +10% 674
CFS
2841
Cannon Financial Strategists
Georgia
$719M +$20.5M +3% 105
PWA
2842
Physician Wealth Advisors
Utah
$719M +$16.1M +2% 2,181
PAI
2843
Palo Alto Investors
California
$718M +$178M +33% 51
ACM
2844
Atika Capital Management
New York
$718M -$456M -39% 114
PSH
2845
Pershing Square Holdings
New York
$718M -$21.6M -3% 1
NA
2846
Nottingham Advisors
New York
$717M -$3.32M -0.5% 115
EWS
2847
Evergreen Wealth Solutions
Pennsylvania
$717M +$539M +304% 229
BCG
2848
Breakwater Capital Group
New Jersey
$717M +$39.3M +6% 370
WLIM
2849
White Lighthouse Investment Management
Massachusetts
$716M +$60.4M +9% 151
SAM
2850
Southernsun Asset Management
Tennessee
$716M -$55.4M -7% 35