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
IP
3051
Ignite Planners
California
$511M +$55M +12% 342
AI
3052
AdvisorShares Investments
Maryland
$511M -$7.65M -1% 336
CP
3053
Centerbridge Partners
New York
$510M +$42.3M +9% 9
MAM
3054
Marotta Asset Management
Virginia
$509M +$31.4M +7% 114
AWM
3055
Adams Wealth Management
Utah
$509M -$13.5M -3% 159
CF
3056
Convergence Financial
Missouri
$509M +$7.83M +2% 182
SC
3057
Schoolcraft Capital
Colorado
$509M +$29.8M +6% 74
SHFA
3058
SC&H Financial Advisors
Maryland
$508M +$24.3M +5% 152
SCM
3059
Stanley Capital Management
Texas
$508M -$5.42M -1% 39
SFG
3060
SevenBridge Financial Group
Pennsylvania
$508M -$20.4M -4% 232
TPM
3061
Triasima Portfolio Management
Quebec, Canada
$508M -$7.12M -1% 170
OCA
3062
Octagon Capital Advisors
New York
$508M -$79.7M -14% 38
BMM
3063
Buffington Mohr McNeal
Idaho
$507M -$96M -16% 141
OC
3064
Oakmont Corp
California
$507M -$65.1M -11% 31
FA
3065
Financial Advisors
Massachusetts
$507M -$14.5M -3% 83
W
3066
WPWealth
Texas
$506M +$17M +3% 96
B
3067
Bellecapital
Switzerland
$506M -$59.8M -11% 162
FRGX
3068
First Reserve GP XIII
Connecticut
$505M +$48.3M +11% 2
SGA
3069
Strategic Global Advisors
California
$505M -$41.8M -8% 152
GSEP
3070
Golden State Equity Partners
California
$505M -$18.1M -3% 477
BHPW
3071
Beverly Hills Private Wealth
California
$505M +$10.1M +2% 350
HI
3072
Hoey Investments
Pennsylvania
$505M -$82.9M -14% 403
DSC
3073
Duncker Streett & Co
Missouri
$505M -$33.9M -6% 541
MP
3074
Moment Partners
California
$505M -$20.2M -4% 119
GSWM
3075
Greenup Street Wealth Management
Michigan
$505M +$1.11M +0.2% 118