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
BFC
3001
Blue Fin Capital
Rhode Island
$645M +$8.78M +1% 154
SC
3002
Soundwatch Capital
Connecticut
$645M +$21.2M +3% 49
SHIM
3003
Stone House Investment Management
Pennsylvania
$644M +$50.6M +9% 950
HWM
3004
Horizon Wealth Management
Illinois
$644M -$37M -5% 140
FFWA
3005
FRG Family Wealth Advisors
Washington
$644M +$22.8M +4% 163
WAM
3006
Wilsey Asset Management
California
$644M +$98.8M +18% 32
NFSG
3007
Newbridge Financial Services Group
Florida
$644M -$25.2M -4% 1,502
BWP
3008
Burling Wealth Partners
Illinois
$644M +$39.7M +7% 189
MSWMA
3009
Market Street Wealth Management Advisors
Indiana
$643M +$13.5M +2% 103
PCMH
3010
Polymer Capital Management (HK)
Hong Kong
$643M -$76.4M -11% 281
DPC
3011
Dream Peak Capital
$642M 6
VI
3012
Versor Investments
New York
$642M +$98.5M +18% 825
SCM
3013
Schnieders Capital Management
California
$642M +$81.1M +14% 228
SIC
3014
SFE Investment Counsel
California
$641M +$15M +2% 153
CPG
3015
Cornerstone Planning Group
New Jersey
$641M +$16.9M +3% 1,869
EA
3016
Eclectic Associates
California
$641M +$96.4M +18% 153
NIEF
3017
Nalanda India Equity Fund
Mauritius
$641M +$110M +21% 1
SP
3018
Stablepoint Partners
Massachusetts
$641M +$10.9M +2% 251
GFG
3019
Greystone Financial Group
Michigan
$641M -$4.7M -0.7% 105
CT
3020
Chicago Trust
Illinois
$640M -$80.7M -11% 427
BPC
3021
Bearing Point Capital
Minnesota
$640M +$58.7M +10% 194
OL
3022
Optas LLC
Texas
$639M +$50.2M +9% 512
NGM
3023
North Growth Management
British Columbia, Canada
$639M +$65M +11% 47
W
3024
WPWealth
Texas
$639M +$27.1M +4% 98
DMC
3025
Drexel Morgan & Co
Pennsylvania
$639M +$2.18M +0.3% 58