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
HEIP
3001
Hudson Edge Investment Partners
New Jersey
$618M +$33.3M +6% 92
PWM
3002
PBMares Wealth Management
Virginia
$617M +$70.5M +13% 201
PA
3003
Probity Advisors
Texas
$617M +$47.5M +8% 244
SIA
3004
SeaBridge Investment Advisors
New Jersey
$616M +$78.4M +15% 215
PCM
3005
Primavera Capital Management
Cayman Islands
$616M -$6.37M -1% 3
WCAMG
3006
Woodard & Company Asset Management Group
North Carolina
$616M +$70.9M +13% 147
AHSW
3007
Adventist Health System West
California
$614M -$59.4M -9% 10
TWP
3008
TFO Wealth Partners
Ohio
$613M +$45.3M +8% 51
SHFA
3009
SC&H Financial Advisors
Maryland
$613M +$27.8M +5% 160
IA
3010
IFG Advisors
Missouri
$613M +$17.7M +3% 165
AI
3011
AdvisorShares Investments
Maryland
$612M +$57.6M +10% 370
BIA
3012
Bell Investment Advisors
California
$612M +$30.4M +5% 1,971
W
3013
WPWealth
Texas
$612M +$57.4M +10% 96
FCM
3014
Fieldview Capital Management
Michigan
$612M -$49.8M -8% 554
AMG
3015
Asset Management Group
Connecticut
$611M +$37.6M +7% 137
BRIM
3016
Broad Run Investment Management
Virginia
$611M -$41.9M -6% 24
MB
3017
MPM BioImpact
Massachusetts
$611M +$33.7M +6% 51
RAA
3018
RWC Asset Advisors
Florida
$611M +$196M +47% 19
CWS
3019
Cypress Wealth Services
California
$611M +$52M +9% 360
IP
3020
Ignite Planners
California
$610M +$36.2M +6% 386
MCM
3021
Morton Capital Management
California
$609M +$45.4M +8% 139
CAM
3022
Chandler Asset Management
California
$609M +$46.6M +8% 25
WPI
3023
Walter Public Investments
Canada
$608M +$18.1M +3% 51
AG
3024
Advocate Group
Minnesota
$608M +$48.9M +9% 126
FBCM
3025
Fort Baker Capital Management
California
$608M +$36.5M +6% 114