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
SOAMC
3026
Spirit of America Management Corp
New York
$456M +$13.1M +3% 270
HGWM
3027
Horst & Graben Wealth Management
Oregon
$455M +$48.7M +12% 153
GF
3028
Gries Financial
Ohio
$455M +$83.9M +23% 228
FTCM
3029
Fir Tree Capital Management
New York
$455M -$429M -49% 239
VW
3030
Vantage Wealth
California
$455M +$55.7M +14% 43
PAM
3031
Peak Asset Management
Colorado
$454M +$40.3M +10% 142
SCM
3032
Schnieders Capital Management
California
$454M +$7.28M +2% 206
CBB
3033
Citizens Business Bank
California
$454M +$28.2M +7% 116
FFIC
3034
First Fiduciary Investment Counsel
Ohio
$453M +$26.8M +6% 65
BCM
3035
Bourgeon Capital Management
Connecticut
$453M +$26.5M +6% 424
PPWP
3036
Premier Path Wealth Partners
New Jersey
$452M 333
FCP
3037
Fidelis Capital Partners
Florida
$452M +$160M +55% 336
PAM
3038
Pinpoint Asset Management
Hong Kong
$452M +$24.8M +6% 90
MGIA
3039
Matthew Goff Investment Advisor
Texas
$451M +$35.3M +8% 94
FA
3040
Faithward Advisors
Pennsylvania
$451M +$39.9M +10% 272
PWS
3041
Private Wealth Strategies
Ohio
$451M +$49.8M +12% 82
PFM
3042
Patton Fund Management
Texas
$450M +$81.4M +22% 100
CBFP
3043
Cedar Brook Financial Partners
Ohio
$450M +$66.7M +17% 436
BL
3044
Bleichroeder LP
New York
$450M +$44.2M +11% 81
CT
3045
Chicago Trust
Illinois
$450M +$51.6M +13% 305
TWM
3046
Thrive Wealth Management
Pennsylvania
$449M +$73.4M +20% 197
SWA
3047
SOA Wealth Advisors
New York
$449M +$47.1M +12% 962
HIG
3048
Heritage Investment Group
Florida
$449M +$83M +23% 100
CSNH
3049
Crow's Nest Holdings
Virginia
$449M +$55.4M +14% 10
IGWM
3050
ICA Group Wealth Management
Colorado
$448M +$92.4M +26% 1,339