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
GWM
2951
GDS Wealth Management
Texas
$454M +$7.06M +2% 105
MCO
2952
MAK Capital One
New York
$454M -$51.1M -10% 13
XS
2953
XR Securities
Illinois
$454M -$402M -47% 356
ARMC
2954
American Research & Management Company
Massachusetts
$454M -$8.55M -2% 429
CWC
2955
Carolinas Wealth Consulting
North Carolina
$452M -$6.52M -1% 1,050
NAH
2956
Neumann Advisory (HK)
Hong Kong
$452M -$126M -22% 16
HI
2957
Human Investing
Oregon
$452M +$33M +8% 116
EFL
2958
ERn Financial LLC
Wisconsin
$452M +$3.65M +0.8% 190
AMBIA
2959
Allen Mooney & Barnes Investment Advisors
Georgia
$451M 151
VP
2960
venBio Partners
California
$451M -$104M -19% 10
OMC
2961
Overbrook Management Corp
New York
$451M -$44.9M -9% 103
UAM
2962
UAS Asset Management
New York
$451M -$242K -0.1% 23
PJSIMP
2963
P.J. Schmidt Investment Management (PJS)
Wisconsin
$451M -$50.1M -10% 179
TPA
2964
Trivium Point Advisory
Connecticut
$450M -$26.3M -6% 270
OWA
2965
Octavia Wealth Advisors
Ohio
$450M -$13.2M -3% 212
VW
2966
Vantage Wealth
California
$450M -$2.4M -0.5% 35
VCM
2967
Vector Capital Management
California
$450M -$66.7M -13% 6
KNW
2968
Kesler Norman & Wride
Utah
$449M -$22.9M -5% 148
III
2969
Independent Investors Inc
New York
$449M -$18.8M -4% 78
ACS
2970
Archford Capital Strategies
Illinois
$449M +$11.4M +3% 306
SW
2971
SlateStone Wealth
Florida
$448M -$19.6M -4% 203
PRS
2972
Pinkerton Retirement Specialists
Idaho
$448M -$123M -22% 95
WPC
2973
Wedmont Private Capital
Pennsylvania
$448M +$124M +38% 336
CC
2974
Commodore Capital
New York
$448M +$15.9M +4% 29
FPIS
2975
Financial Planning & Information Services
Wisconsin
$448M +$41.4M +10% 84