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
DS
3001
Dudley & Shanley
Florida
$622M -$15.3M -2% 37
FFWA
3002
FRG Family Wealth Advisors
Washington
$621M +$45.9M +8% 160
SRFM
3003
Shannon River Fund Management
New York
$621M -$28.2M -4% 28
SA
3004
Strategic Advisors
New York
$620M +$111M +22% 190
SMA
3005
Seven Mile Advisory
New Jersey
$619M +$453M +272% 306
B
3006
Bellecapital
Switzerland
$619M +$56M +10% 147
WRPWM
3007
Werba Rubin Papier Wealth Management
California
$619M +$86.9M +16% 256
WGC
3008
Watts Gwilliam & Co
Arizona
$619M +$10M +2% 225
BBL
3009
Beck Bode LLC
Massachusetts
$619M +$28M +5% 113
SFS
3010
Security Financial Services
Indiana
$619M +$52.3M +9% 207
HEIP
3011
Hudson Edge Investment Partners
New Jersey
$618M +$33.3M +6% 92
PWM
3012
PBMares Wealth Management
Virginia
$617M +$70.5M +13% 201
PA
3013
Probity Advisors
Texas
$617M +$47.5M +8% 244
SIA
3014
SeaBridge Investment Advisors
New Jersey
$616M +$78.4M +15% 215
PCM
3015
Primavera Capital Management
Cayman Islands
$616M -$6.37M -1% 3
WCAMG
3016
Woodard & Company Asset Management Group
North Carolina
$616M +$70.9M +13% 147
AHSW
3017
Adventist Health System West
California
$614M -$59.4M -9% 10
TWP
3018
TFO Wealth Partners
Ohio
$613M +$45.3M +8% 51
SHFA
3019
SC&H Financial Advisors
Maryland
$613M +$27.8M +5% 160
IA
3020
IFG Advisors
Missouri
$613M +$17.7M +3% 165
AI
3021
AdvisorShares Investments
Maryland
$612M +$57.6M +10% 370
BIA
3022
Bell Investment Advisors
California
$612M +$30.4M +5% 1,971
W
3023
WPWealth
Texas
$612M +$57.4M +10% 96
FCM
3024
Fieldview Capital Management
Michigan
$612M -$49.8M -8% 554
AMG
3025
Asset Management Group
Connecticut
$611M +$37.6M +7% 137