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
PO
3026
PBCay One
United Arab Emirates
$458M 13
EWM
3027
Edge Wealth Management
New York
$457M +$29.4M +7% 83
WLIM
3028
White Lighthouse Investment Management
Massachusetts
$457M +$45.1M +11% 124
NC
3029
NBW Capital
Massachusetts
$457M +$48.4M +12% 121
BGC
3030
Blue Grotto Capital
Georgia
$457M +$30.3M +7% 31
MWA
3031
Meridian Wealth Advisors
Texas
$457M +$56.5M +14% 184
XT
3032
XTX Topco
Cayman Islands
$457M -$129M -22% 2,338
LS
3033
Leelyn Smith
Illinois
$457M +$46.8M +11% 127
SIG
3034
Sargent Investment Group
Maryland
$457M +$41.4M +10% 216
CS
3035
Cisco Systems
California
$456M +$46.8M +11% 4
SOAMC
3036
Spirit of America Management Corp
New York
$456M +$13.1M +3% 270
HGWM
3037
Horst & Graben Wealth Management
Oregon
$455M +$48.7M +12% 153
GF
3038
Gries Financial
Ohio
$455M +$83.9M +23% 228
FTCM
3039
Fir Tree Capital Management
New York
$455M -$429M -49% 239
VW
3040
Vantage Wealth
California
$455M +$55.7M +14% 43
PAM
3041
Peak Asset Management
Colorado
$454M +$40.3M +10% 142
SCM
3042
Schnieders Capital Management
California
$454M +$7.28M +2% 206
CBB
3043
Citizens Business Bank
California
$454M +$28.2M +7% 116
FFIC
3044
First Fiduciary Investment Counsel
Ohio
$453M +$26.8M +6% 65
BCM
3045
Bourgeon Capital Management
Connecticut
$453M +$26.5M +6% 424
PPWP
3046
Premier Path Wealth Partners
New Jersey
$452M 333
FCP
3047
Fidelis Capital Partners
Florida
$452M +$160M +55% 336
PAM
3048
Pinpoint Asset Management
Hong Kong
$452M +$24.8M +6% 90
MGIA
3049
Matthew Goff Investment Advisor
Texas
$451M +$35.3M +8% 94
FA
3050
Faithward Advisors
Pennsylvania
$451M +$39.9M +10% 272