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
DIM
3051
Delta Investment Management
California
$514M +$22.9M +5% 273
ATI
3052
Act Two Investors
California
$513M -$16.7M -3% 48
AMM
3053
American Money Management
California
$513M +$12.3M +2% 144
MWA
3054
Martel Wealth Advisors
Washington
$512M +$23.2M +5% 74
FL
3055
Fourthstone LLC
Missouri
$512M +$63.3M +14% 84
CM
3056
CoreCommodity Management
Connecticut
$512M -$31.2M -6% 141
SFWA
3057
Summit Financial Wealth Advisors
Louisiana
$511M -$22M -4% 162
GFA
3058
Gallagher Fiduciary Advisors
Illinois
$511M +$17.1M +3% 307
CRB
3059
Chad R. Baker
$511M +$1.79M +0.4% 51
SP
3060
Solel Partners
Massachusetts
$511M +$1.09M +0.2% 22
PFM
3061
Patton Fund Management
Texas
$510M +$26.3M +5% 96
CFS
3062
Commonwealth Financial Services
West Virginia
$510M +$3.79M +0.7% 205
VU
3063
Vanderbilt University
Tennessee
$510M -$29.8M -6% 85
MCM
3064
McRae Capital Management
New Jersey
$510M -$2.19M -0.4% 93
BCB
3065
Brian C. Broderick
$510M -$913K -0.2% 86
CWC
3066
Carolinas Wealth Consulting
North Carolina
$509M -$42.4M -8% 1,114
LTI
3067
Laffer Tengler Investments
Tennessee
$509M +$14.8M +3% 182
PSP
3068
Principal Street Partners
Tennessee
$509M -$103M -17% 258
QL
3069
Quarry LP
New York
$508M +$181M +55% 2,122
TF
3070
TLWM Financial
Texas
$508M +$15.2M +3% 78
PCS
3071
Personal CFO Solutions
New Jersey
$508M -$208M -29% 627
P8IP
3072
Pier 88 Investment Partners
California
$508M +$54.2M +12% 103
NI
3073
Noked Israel
Israel
$508M +$50.7M +11% 18
WP
3074
Wedgewood Partners
Missouri
$508M -$42.9M -8% 20
EIP
3075
Ellis Investment Partners
Pennsylvania
$508M -$5.18M -1% 250