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
SWA
3001
SOA Wealth Advisors
New York
$543M +$18.5M +4% 913
IG
3002
Ithaka Group
Virginia
$543M +$15.5M +3% 37
BFC
3003
Blue Fin Capital
Rhode Island
$543M +$16.3M +3% 143
HEIP
3004
Hudson Edge Investment Partners
New Jersey
$542M +$2.95M +0.5% 201
OHA
3005
Oak Hill Advisors
New York
$542M -$126M -19% 14
WA
3006
Wealthstream Advisors
New York
$542M -$8.64M -2% 179
SFM
3007
Sphera Funds Management
Israel
$541M -$69.8M -11% 125
LWA
3008
Lineweaver Wealth Advisors
Ohio
$541M +$15.9M +3% 141
PAM
3009
Peak Asset Management
Colorado
$541M +$9.96M +2% 153
NB
3010
Northwest Bancshares
Pennsylvania
$540M -$46.9M -8% 188
FCM
3011
Fourpath Capital Management
Oklahoma
$540M -$2.87M -0.5% 791
MAP
3012
Moody Aldrich Partners
Massachusetts
$540M -$9.94M -2% 222
NC
3013
NBW Capital
Massachusetts
$540M +$9.25M +2% 110
WAM
3014
Wilsey Asset Management
California
$539M -$5.84M -1% 24
SPA
3015
Sentinel Pension Advisors
Massachusetts
$539M +$20M +4% 117
DSC
3016
Duncker Streett & Co
Missouri
$539M -$9.38M -2% 559
MGIA
3017
Matthew Goff Investment Advisor
Texas
$538M +$12.5M +2% 103
FCM
3018
Fortis Capital Management
Washington
$538M +$41.5M +8% 141
RSVP
3019
Ramsay Stattman Vela & Price
Colorado
$538M -$260K -0% 77
FGA
3020
Fortis Group Advisors
New Jersey
$537M -$3.96M -0.7% 527
CCM
3021
Coerente Capital Management
Ontario, Canada
$536M -$95.2K -0% 46
FTC
3022
Farmers Trust Company
Ohio
$536M -$554K -0.1% 198
HIG
3023
Heritage Investment Group
Florida
$536M +$10.1M +2% 114
FA
3024
Fermata Advisors
California
$536M +$43M +9% 290
BCM
3025
Bourgeon Capital Management
Connecticut
$536M +$15.7M +3% 130