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
FA
3051
Faithward Advisors
Pennsylvania
$451M +$39.9M +10% 272
PWS
3052
Private Wealth Strategies
Ohio
$451M +$49.8M +12% 82
PFM
3053
Patton Fund Management
Texas
$450M +$81.4M +22% 100
CBFP
3054
Cedar Brook Financial Partners
Ohio
$450M +$66.7M +17% 436
BL
3055
Bleichroeder LP
New York
$450M +$44.2M +11% 81
CT
3056
Chicago Trust
Illinois
$450M +$51.6M +13% 305
TWM
3057
Thrive Wealth Management
Pennsylvania
$449M +$73.4M +20% 197
SWA
3058
SOA Wealth Advisors
New York
$449M +$47.1M +12% 962
HIG
3059
Heritage Investment Group
Florida
$449M +$83M +23% 100
CSNH
3060
Crow's Nest Holdings
Virginia
$449M +$55.4M +14% 10
IGWM
3061
ICA Group Wealth Management
Colorado
$448M +$92.4M +26% 1,339
PWA
3062
Physician Wealth Advisors
Utah
$448M +$59.2M +15% 169
AWM
3063
Aprio Wealth Management
Georgia
$448M +$83.9M +23% 217
CC
3064
Cannell Capital
Wyoming
$448M +$19.1M +4% 62
MFS
3065
McNamara Financial Services
Massachusetts
$447M +$46.4M +12% 67
NCM
3066
Nelson Capital Management
California
$447M +$39.1M +10% 96
TC
3067
Tetrad Corporation
Nebraska
$447M +$19.6M +5% 3
MCM
3068
Mudrick Capital Management
New York
$446M +$106M +31% 10
FA
3069
Financial Advisors
Massachusetts
$446M +$42.1M +10% 77
BBL
3070
Beck Bode LLC
Massachusetts
$446M +$54.1M +14% 156
SXM
3071
SC XII Management
California
$445M +$103M +30% 1
ER
3072
EVR Research
Virginia
$445M +$67.1M +18% 45
CRB
3073
Chad R. Baker
$444M +$48.3M +12% 57
DAM
3074
Deltec Asset Management
New York
$444M +$5.35M +1% 178
CA
3075
Crane Advisory
California
$444M +$45.6M +11% 38