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
SWM
3001
Sugarloaf Wealth Management
Georgia
$529M -$65.7K -0% 721
SFG
3002
SevenBridge Financial Group
Pennsylvania
$529M +$9.53M +2% 230
SLWA
3003
San Luis Wealth Advisors
California
$528M +$44M +9% 154
HIM
3004
HughesLittle Investment Management
$528M +$36.5M +7% 17
WCM
3005
Woodson Capital Management
Connecticut
$528M +$68.7M +15% 42
AOWM
3006
Alpha Omega Wealth Management
Virginia
$528M -$17.2M -3% 211
CFGSD
3007
Compass Financial Group (South Dakota)
South Dakota
$527M +$18.1M +4% 95
AWCI
3008
Alpine Woods Capital Investors
New York
$527M -$42.4M -7% 185
NGM
3009
North Growth Management
British Columbia, Canada
$527M -$9.96M -2% 48
DCP
3010
Diameter Capital Partners
New York
$527M +$64.5M +14% 37
CGIM
3011
Capital Group Investment Management
Singapore
$526M +$29.4M +6% 145
RP
3012
Rice Partnership
Hawaii
$525M +$28.3M +6% 184
BBPWM
3013
Blue Bell Private Wealth Management
Pennsylvania
$525M +$1.38M +0.3% 714
MA
3014
Madrone Advisors
California
$525M -$101M -16% 6
NYLIC
3015
New York Life Insurance Company
New York
$525M +$55.2M +12% 4
LIM
3016
Lathrop Investment Management
Arkansas
$525M -$13.5M -3% 89
DAL
3017
Delta Air Lines
Georgia
$524M -$313M -37% 5
NCM
3018
Noesis Capital Mangement
Florida
$524M +$20.2M +4% 122
PC
3019
Permanens Capital
New York
$524M +$31.4M +6% 57
GSEP
3020
Golden State Equity Partners
California
$523M +$333M +175% 929
CAM
3021
Chandler Asset Management
California
$523M -$6.59M -1% 26
CVM
3022
Cheviot Value Management
California
$523M -$7.13M -1% 71
CAM
3023
Columbia Asset Management
Michigan
$523M -$50.8M -9% 218
AWM
3024
Adams Wealth Management
Utah
$523M +$56.8M +12% 122
JCP
3025
JB Capital Partners
New York
$522M +$285K +0.1% 82