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
SHFA
3001
SC&H Financial Advisors
Maryland
$646M +$33M +5% 162
FWM
3002
Foguth Wealth Management
Michigan
$645M 175
BCMLT
3003
Beacon Capital Management LLC (Tennessee)
Tennessee
$645M -$58.4M -8% 166
BFC
3004
Blue Fin Capital
Rhode Island
$645M +$8.78M +1% 154
SC
3005
Soundwatch Capital
Connecticut
$645M +$21.2M +3% 49
SHIM
3006
Stone House Investment Management
Pennsylvania
$644M +$50.6M +9% 950
HWM
3007
Horizon Wealth Management
Illinois
$644M -$37M -5% 140
FFWA
3008
FRG Family Wealth Advisors
Washington
$644M +$22.8M +4% 163
WAM
3009
Wilsey Asset Management
California
$644M +$98.8M +18% 32
NFSG
3010
Newbridge Financial Services Group
Florida
$644M -$25.2M -4% 1,502
BWP
3011
Burling Wealth Partners
Illinois
$644M +$39.7M +7% 189
MSWMA
3012
Market Street Wealth Management Advisors
Indiana
$643M +$13.5M +2% 103
PCMH
3013
Polymer Capital Management (HK)
Hong Kong
$643M -$76.4M -11% 281
DPC
3014
Dream Peak Capital
$642M 6
VI
3015
Versor Investments
New York
$642M +$98.5M +18% 825
SCM
3016
Schnieders Capital Management
California
$642M +$81.1M +14% 228
SIC
3017
SFE Investment Counsel
California
$641M +$15M +2% 153
CPG
3018
Cornerstone Planning Group
New Jersey
$641M +$16.9M +3% 1,869
EA
3019
Eclectic Associates
California
$641M +$96.4M +18% 153
NIEF
3020
Nalanda India Equity Fund
Mauritius
$641M +$110M +21% 1
SP
3021
Stablepoint Partners
Massachusetts
$641M +$10.9M +2% 251
GFG
3022
Greystone Financial Group
Michigan
$641M -$4.7M -0.7% 105
CT
3023
Chicago Trust
Illinois
$640M -$80.7M -11% 427
BPC
3024
Bearing Point Capital
Minnesota
$640M +$58.7M +10% 194
OL
3025
Optas LLC
Texas
$639M +$50.2M +9% 512