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
TWP
3026
TFO Wealth Partners
Ohio
$613M +$45.3M +8% 51
SHFA
3027
SC&H Financial Advisors
Maryland
$613M +$27.8M +5% 160
IA
3028
IFG Advisors
Missouri
$613M +$17.7M +3% 165
AI
3029
AdvisorShares Investments
Maryland
$612M +$57.6M +10% 370
BIA
3030
Bell Investment Advisors
California
$612M +$30.4M +5% 1,971
W
3031
WPWealth
Texas
$612M +$57.4M +10% 96
FCM
3032
Fieldview Capital Management
Michigan
$612M -$49.8M -8% 554
AMG
3033
Asset Management Group
Connecticut
$611M +$37.6M +7% 137
BRIM
3034
Broad Run Investment Management
Virginia
$611M -$41.9M -6% 24
MB
3035
MPM BioImpact
Massachusetts
$611M +$33.7M +6% 51
RAA
3036
RWC Asset Advisors
Florida
$611M +$196M +47% 19
CWS
3037
Cypress Wealth Services
California
$611M +$52M +9% 360
IP
3038
Ignite Planners
California
$610M +$36.2M +6% 386
MCM
3039
Morton Capital Management
California
$609M +$45.4M +8% 139
CAM
3040
Chandler Asset Management
California
$609M +$46.6M +8% 25
WPI
3041
Walter Public Investments
Canada
$608M +$18.1M +3% 51
AG
3042
Advocate Group
Minnesota
$608M +$48.9M +9% 126
FBCM
3043
Fort Baker Capital Management
California
$608M +$36.5M +6% 114
SCM
3044
Stanley Capital Management
Texas
$608M +$13.4M +2% 40
CPA
3045
Capital Performance Advisors
California
$607M +$97.1M +19% 365
BC
3046
Bricktown Capital
Michigan
$607M +$54.9M +10% 27
NWM
3047
Northwest Wealth Management
Iowa
$607M +$53.4M +10% 231
SFG
3048
SevenBridge Financial Group
Pennsylvania
$607M +$39.4M +7% 222
FMN
3049
Financial Management Network
California
$606M +$48.3M +9% 197
DAM
3050
Deltec Asset Management
New York
$606M +$45.5M +8% 240