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
EWM
3026
Edge Wealth Management
New York
$457M +$29.4M +7% 83
WLIM
3027
White Lighthouse Investment Management
Massachusetts
$457M +$45.1M +11% 124
NC
3028
NBW Capital
Massachusetts
$457M +$48.4M +12% 121
BGC
3029
Blue Grotto Capital
Georgia
$457M +$30.3M +7% 31
MWA
3030
Meridian Wealth Advisors
Texas
$457M +$56.5M +14% 184
XT
3031
XTX Topco
Cayman Islands
$457M -$129M -22% 2,338
LS
3032
Leelyn Smith
Illinois
$457M +$46.8M +11% 127
SIG
3033
Sargent Investment Group
Maryland
$457M +$41.4M +10% 216
CS
3034
Cisco Systems
California
$456M +$46.8M +11% 4
SOAMC
3035
Spirit of America Management Corp
New York
$456M +$13.1M +3% 270
HGWM
3036
Horst & Graben Wealth Management
Oregon
$455M +$48.7M +12% 153
GF
3037
Gries Financial
Ohio
$455M +$83.9M +23% 228
FTCM
3038
Fir Tree Capital Management
New York
$455M -$429M -49% 239
VW
3039
Vantage Wealth
California
$455M +$55.7M +14% 43
PAM
3040
Peak Asset Management
Colorado
$454M +$40.3M +10% 142
SCM
3041
Schnieders Capital Management
California
$454M +$7.28M +2% 206
CBB
3042
Citizens Business Bank
California
$454M +$28.2M +7% 116
FFIC
3043
First Fiduciary Investment Counsel
Ohio
$453M +$26.8M +6% 65
BCM
3044
Bourgeon Capital Management
Connecticut
$453M +$26.5M +6% 424
PPWP
3045
Premier Path Wealth Partners
New Jersey
$452M 333
FCP
3046
Fidelis Capital Partners
Florida
$452M +$160M +55% 336
PAM
3047
Pinpoint Asset Management
Hong Kong
$452M +$24.8M +6% 90
MGIA
3048
Matthew Goff Investment Advisor
Texas
$451M +$35.3M +8% 94
FA
3049
Faithward Advisors
Pennsylvania
$451M +$39.9M +10% 272
PWS
3050
Private Wealth Strategies
Ohio
$451M +$49.8M +12% 82