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
3001
Horst & Graben Wealth Management
Oregon
$407M -$12.7M -3% 143
ES
3002
Eagle Strategies
New York
$406M -$5.07M -1% 189
BL
3003
Bleichroeder LP
New York
$406M -$87M -18% 86
RP
3004
Rowlandmiller & Partners
Georgia
$405M -$17.8M -4% 184
NM
3005
Newtyn Management
New York
$405M -$18.1M -4% 51
PWMG
3006
Prestige Wealth Management Group
New Jersey
$405M -$16.3M -4% 1,093
JE
3007
JMAC Enterprises
Pennsylvania
$405M +$643K +0.2% 176
HPIA
3008
Hamilton Point Investment Advisors
North Carolina
$405M -$13M -3% 143
JCP
3009
JB Capital Partners
New York
$405M -$61.7M -13% 77
CT
3010
Colonial Trust
South Carolina
$405M -$12.8M -3% 995
CFMC
3011
Curbstone Financial Management Corp
New Hampshire
$404M -$15.2M -4% 184
HT
3012
HAP Trading
New York
$404M +$49.7M +14% 792
FA
3013
Financial Advisors
Massachusetts
$404M -$15.7M -4% 80
IA
3014
Icon Advisers
Colorado
$404M +$10.1M +3% 178
SAM
3015
Smithbridge Asset Management
Pennsylvania
$403M -$23.5M -6% 147
SWA
3016
SOA Wealth Advisors
New York
$402M -$24.7M -6% 969
MWA
3017
Martel Wealth Advisors
Washington
$402M -$10.5M -3% 54
BWM
3018
Bulltick Wealth Management
Florida
$402M -$24.3M -6% 130
LWM
3019
Liberty Wealth Management
California
$402M -$2.98M -0.7% 198
P8IP
3020
Pier 88 Investment Partners
California
$401M -$2.34M -0.6% 104
CWC
3021
Carolinas Wealth Consulting
North Carolina
$401M -$103M -20% 1,144
GFG
3022
Greystone Financial Group
Michigan
$401M -$30.7M -7% 124
PWS
3023
Private Wealth Strategies
Ohio
$401M -$15.3M -4% 81
MFS
3024
McNamara Financial Services
Massachusetts
$401M -$15.8M -4% 67
MWA
3025
Meridian Wealth Advisors
Texas
$400M -$13.2M -3% 190