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
SRFM
3001
Shannon River Fund Management
New York
$621M -$28.2M -4% 28
SA
3002
Strategic Advisors
New York
$620M +$111M +22% 190
SMA
3003
Seven Mile Advisory
New Jersey
$619M +$453M +272% 306
B
3004
Bellecapital
Switzerland
$619M +$56M +10% 147
WRPWM
3005
Werba Rubin Papier Wealth Management
California
$619M +$86.9M +16% 256
WGC
3006
Watts Gwilliam & Co
Arizona
$619M +$10M +2% 225
BBL
3007
Beck Bode LLC
Massachusetts
$619M +$28M +5% 113
SFS
3008
Security Financial Services
Indiana
$619M +$52.3M +9% 207
HEIP
3009
Hudson Edge Investment Partners
New Jersey
$618M +$33.3M +6% 92
PWM
3010
PBMares Wealth Management
Virginia
$617M +$70.5M +13% 201
PA
3011
Probity Advisors
Texas
$617M +$47.5M +8% 244
SIA
3012
SeaBridge Investment Advisors
New Jersey
$616M +$78.4M +15% 215
PCM
3013
Primavera Capital Management
Cayman Islands
$616M -$6.37M -1% 3
WCAMG
3014
Woodard & Company Asset Management Group
North Carolina
$616M +$70.9M +13% 147
AHSW
3015
Adventist Health System West
California
$614M -$59.4M -9% 10
TWP
3016
TFO Wealth Partners
Ohio
$613M +$45.3M +8% 51
SHFA
3017
SC&H Financial Advisors
Maryland
$613M +$27.8M +5% 160
IA
3018
IFG Advisors
Missouri
$613M +$17.7M +3% 165
AI
3019
AdvisorShares Investments
Maryland
$612M +$57.6M +10% 370
BIA
3020
Bell Investment Advisors
California
$612M +$30.4M +5% 1,971
W
3021
WPWealth
Texas
$612M +$57.4M +10% 96
FCM
3022
Fieldview Capital Management
Michigan
$612M -$49.8M -8% 554
AMG
3023
Asset Management Group
Connecticut
$611M +$37.6M +7% 137
BRIM
3024
Broad Run Investment Management
Virginia
$611M -$41.9M -6% 24
MB
3025
MPM BioImpact
Massachusetts
$611M +$33.7M +6% 51