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
JPMIA
2826
J.P. Marvel Investment Advisors
Massachusetts
$720M +$32.2M +5% 61
MW
2827
Marble Wealth
Alabama
$720M 272
WCFA
2828
Walkner Condon Financial Advisors
Wisconsin
$720M +$88.9M +14% 320
CICC
2829
Capital Investment Counsel (Colorado)
Colorado
$720M +$40.7M +6% 148
OTL
2830
Oak Thistle LLC
New York
$720M +$63.9M +10% 674
CFS
2831
Cannon Financial Strategists
Georgia
$719M +$20.5M +3% 105
PWA
2832
Physician Wealth Advisors
Utah
$719M +$16.1M +2% 2,181
PAI
2833
Palo Alto Investors
California
$718M +$178M +33% 51
ACM
2834
Atika Capital Management
New York
$718M -$456M -39% 114
PSH
2835
Pershing Square Holdings
New York
$718M -$21.6M -3% 1
NA
2836
Nottingham Advisors
New York
$717M -$3.32M -0.5% 115
EWS
2837
Evergreen Wealth Solutions
Pennsylvania
$717M +$539M +304% 229
BCG
2838
Breakwater Capital Group
New Jersey
$717M +$39.3M +6% 370
WLIM
2839
White Lighthouse Investment Management
Massachusetts
$716M +$60.4M +9% 151
SAM
2840
Southernsun Asset Management
Tennessee
$716M -$55.4M -7% 35
AI
2841
Aperture Investors
New York
$716M -$3.57M -0.5% 98
UW
2842
Unique Wealth
Florida
$716M +$34.4M +5% 194
FI
2843
Fractal Investments
Connecticut
$716M +$23.5M +3% 86
IIC
2844
Ironwood Investment Counsel
Arizona
$716M +$30.2M +4% 277
PG
2845
Proffitt & Goodson
Tennessee
$716M +$18.4M +3% 459
EIG
2846
Ellenbecker Investment Group
Wisconsin
$715M +$37M +5% 139
AG
2847
Artal Group
Luxembourg
$715M -$43.6M -6% 2
LIA
2848
LS Investment Advisors
Michigan
$714M +$3.8M +0.5% 143
DCM
2849
Dimension Capital Management
Florida
$714M +$26M +4% 125
UCMOK
2850
United Capital Management of KS
Kansas
$714M -$21.5M -3% 135