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
MWA
3051
Meridian Wealth Advisors
Texas
$413M +$13.9M +3% 192
VT
3052
Vise Technologies
New York
$413M +$33.5M +9% 377
SPA
3053
Sentinel Pension Advisors
Massachusetts
$413M +$18.2M +5% 102
KNW
3054
Kesler Norman & Wride
Utah
$412M +$15.7M +4% 157
MWA
3055
Martel Wealth Advisors
Washington
$412M +$20.6M +5% 54
SFM
3056
Spartan Fund Management
Canada
$412M +$197M +92% 473
FA
3057
Fagan Associates
New York
$412M +$10.2M +3% 128
CWP
3058
CFM Wealth Partners
Texas
$412M +$50.6M +14% 168
ECM
3059
Engine Capital Management
New York
$412M +$72.7M +21% 44
SXL
3060
Summit X LLC
Missouri
$412M +$24.9M +6% 281
SMI
3061
Shelter Mutual Insurance
Missouri
$412M +$52.8M +15% 69
SIG
3062
Sargent Investment Group
Maryland
$412M +$32.4M +9% 211
ES
3063
Eagle Strategies
New York
$411M +$11.2M +3% 191
BBL
3064
Beck Bode LLC
Massachusetts
$411M +$4.05M +1% 166
EIP
3065
Ellis Investment Partners
Pennsylvania
$408M +$20.8M +5% 224
MHS
3066
M Holdings Securities
Oregon
$408M -$310M -43% 471
ROC
3067
Running Oak Capital
Minnesota
$408M +$57.1M +16% 62
CBA
3068
Coastal Bridge Advisors
Connecticut
$408M +$12.4M +3% 186
GIPM
3069
G2 Investment Partners Management
New York
$408M +$61.1M +18% 116
RI
3070
RPTC Inc
Wyoming
$408M +$27.1M +7% 6
AC
3071
Asio Capital
Kentucky
$408M +$22.6M +6% 123
TC
3072
TAP Consulting
Missouri
$408M -$970K -0.2% 142
SF
3073
Symphony Financial
Texas
$407M +$21.2M +5% 219
TFM
3074
TFC Financial Management
Massachusetts
$407M +$19.8M +5% 790
TS
3075
Tamar Securities
California
$407M +$58.7M +17% 64