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
AHSW
3026
Adventist Health System West
California
$614M -$59.4M -9% 10
TWP
3027
TFO Wealth Partners
Ohio
$613M +$45.3M +8% 51
SHFA
3028
SC&H Financial Advisors
Maryland
$613M +$27.8M +5% 160
IA
3029
IFG Advisors
Missouri
$613M +$17.7M +3% 165
AI
3030
AdvisorShares Investments
Maryland
$612M +$57.6M +10% 370
BIA
3031
Bell Investment Advisors
California
$612M +$30.4M +5% 1,971
W
3032
WPWealth
Texas
$612M +$57.4M +10% 96
FCM
3033
Fieldview Capital Management
Michigan
$612M -$49.8M -8% 554
AMG
3034
Asset Management Group
Connecticut
$611M +$37.6M +7% 137
BRIM
3035
Broad Run Investment Management
Virginia
$611M -$41.9M -6% 24
MB
3036
MPM BioImpact
Massachusetts
$611M +$33.7M +6% 51
RAA
3037
RWC Asset Advisors
Florida
$611M +$196M +47% 19
CWS
3038
Cypress Wealth Services
California
$611M +$52M +9% 360
IP
3039
Ignite Planners
California
$610M +$36.2M +6% 386
MCM
3040
Morton Capital Management
California
$609M +$45.4M +8% 139
CAM
3041
Chandler Asset Management
California
$609M +$46.6M +8% 25
WPI
3042
Walter Public Investments
Canada
$608M +$18.1M +3% 51
AG
3043
Advocate Group
Minnesota
$608M +$48.9M +9% 126
FBCM
3044
Fort Baker Capital Management
California
$608M +$36.5M +6% 114
SCM
3045
Stanley Capital Management
Texas
$608M +$13.4M +2% 40
CPA
3046
Capital Performance Advisors
California
$607M +$97.1M +19% 365
BC
3047
Bricktown Capital
Michigan
$607M +$54.9M +10% 27
NWM
3048
Northwest Wealth Management
Iowa
$607M +$53.4M +10% 231
SFG
3049
SevenBridge Financial Group
Pennsylvania
$607M +$39.4M +7% 222
FMN
3050
Financial Management Network
California
$606M +$48.3M +9% 197