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
HGWM
2901
Horst & Graben Wealth Management
Oregon
$557M +$33.7M +6% 162
SIG
2902
Sky Investment Group
Connecticut
$557M +$34.1M +7% 141
SIG
2903
Sargent Investment Group
Maryland
$557M +$66.4M +14% 228
MCP
2904
Mirador Capital Partners
California
$556M +$24.1M +5% 202
EWA
2905
Evolution Wealth Advisors
Florida
$554M +$41.1M +8% 145
HPIA
2906
Hamilton Point Investment Advisors
North Carolina
$554M +$39.1M +8% 160
GCM
2907
Greenland Capital Management
New York
$554M +$85.6M +18% 403
PWA
2908
Physician Wealth Advisors
Utah
$554M +$11.5M +2% 189
LS
2909
Leelyn Smith
Illinois
$554M +$36.7M +7% 133
VNA
2910
Valley National Advisers
Pennsylvania
$554M -$120M -18% 1,182
GWI
2911
Grace & White Inc
New York
$554M +$21.2M +4% 138
ES
2912
Eagle Strategies
New York
$554M +$30.8M +6% 221
PGIM
2913
Pacific Global Investment Management
California
$554M +$27.2M +5% 214
AMCA
2914
Arthur M. Cohen & Associates
Illinois
$554M +$8.16M +1% 146
CA
2915
Crane Advisory
California
$553M +$34.6M +7% 44
PCMC
2916
Private Capital Management (Colorado)
Colorado
$553M +$49.6M +10% 302
MAA
2917
Mraz Amerine & Associates
California
$553M +$66.2M +14% 179
JJBC
2918
James J. Burns & Company
New York
$553M +$44.4M +9% 143
BWA
2919
Bordeaux Wealth Advisors
California
$553M +$30.2M +6% 162
HI
2920
Human Investing
Oregon
$553M +$38.4M +7% 104
DLCIG
2921
D.L. Carlson Investment Group
New Hampshire
$552M +$34.4M +7% 161
KAS
2922
Kemnay Advisory Services
New York
$552M +$71.2M +15% 26
AG
2923
Advocate Group
Minnesota
$552M +$54.9M +11% 125
BIP
2924
Blueprint Investment Partners
North Carolina
$551M +$89.4M +19% 175
CWC
2925
Carolinas Wealth Consulting
North Carolina
$551M +$33.1M +6% 1,109