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
PWS
3051
Private Wealth Strategies
Ohio
$451M +$49.8M +12% 82
PFM
3052
Patton Fund Management
Texas
$450M +$81.4M +22% 100
CBFP
3053
Cedar Brook Financial Partners
Ohio
$450M +$66.7M +17% 436
BL
3054
Bleichroeder LP
New York
$450M +$44.2M +11% 81
CT
3055
Chicago Trust
Illinois
$450M +$51.6M +13% 305
TWM
3056
Thrive Wealth Management
Pennsylvania
$449M +$73.4M +20% 197
SWA
3057
SOA Wealth Advisors
New York
$449M +$47.1M +12% 962
HIG
3058
Heritage Investment Group
Florida
$449M +$83M +23% 100
CSNH
3059
Crow's Nest Holdings
Virginia
$449M +$55.4M +14% 10
IGWM
3060
ICA Group Wealth Management
Colorado
$448M +$92.4M +26% 1,339
PWA
3061
Physician Wealth Advisors
Utah
$448M +$59.2M +15% 169
AWM
3062
Aprio Wealth Management
Georgia
$448M +$83.9M +23% 217
CC
3063
Cannell Capital
Wyoming
$448M +$19.1M +4% 62
MFS
3064
McNamara Financial Services
Massachusetts
$447M +$46.4M +12% 67
NCM
3065
Nelson Capital Management
California
$447M +$39.1M +10% 96
TC
3066
Tetrad Corporation
Nebraska
$447M +$19.6M +5% 3
MCM
3067
Mudrick Capital Management
New York
$446M +$106M +31% 10
FA
3068
Financial Advisors
Massachusetts
$446M +$42.1M +10% 77
BBL
3069
Beck Bode LLC
Massachusetts
$446M +$54.1M +14% 156
SXM
3070
SC XII Management
California
$445M +$103M +30% 1
ER
3071
EVR Research
Virginia
$445M +$67.1M +18% 45
CRB
3072
Chad R. Baker
$444M +$48.3M +12% 57
DAM
3073
Deltec Asset Management
New York
$444M +$5.35M +1% 178
CA
3074
Crane Advisory
California
$444M +$45.6M +11% 38
PS
3075
Presima Securities
Quebec, Canada
$444M +$58.3M +15% 54