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
4WM
3101
49 Wealth Management
Texas
$466M +$77.3M +20% 140
WFA
3102
West Financial Advisors
Iowa
$466M +$27.5M +6% 168
SAM
3103
Summit Asset Management
Tennessee
$466M +$48.1M +12% 162
BBPWM
3104
Blue Bell Private Wealth Management
Pennsylvania
$466M +$47.8M +11% 758
IWP
3105
IAG Wealth Partners
Wisconsin
$466M +$27.3M +6% 483
LSC
3106
Logan Stone Capital
Illinois
$465M -$29M -6% 182
TC
3107
Torno Capital
Massachusetts
$465M +$368M +379% 263
TPA
3108
Trivium Point Advisory
Connecticut
$465M +$52.3M +13% 234
NRD
3109
Nebula Research & Development
New York
$464M +$133M +40% 1,048
FRM
3110
Fox Run Management
Connecticut
$464M +$71.8M +18% 1,135
PWMG
3111
Prestige Wealth Management Group
New Jersey
$464M +$23.3M +5% 1,055
SGA
3112
Strategic Global Advisors
California
$463M +$26.7M +6% 164
TA
3113
TRB Advisors
New York
$463M +$84.5M +22% 12
CFMC
3114
Curbstone Financial Management Corp
New Hampshire
$463M +$22.3M +5% 191
KIG
3115
Kowal Investment Group
Wisconsin
$463M +$34.2M +8% 186
PWS
3116
Private Wealth Strategies
Ohio
$462M +$11.4M +3% 81
UM
3117
Ulysses Management
New York
$462M +$56.4M +14% 58
GRA
3118
Goehring & Rozencwajg Associates
New York
$462M +$47.8M +12% 51
AA
3119
AF Advisors
California
$461M +$32.6M +8% 22
MWA
3120
Martel Wealth Advisors
Washington
$461M +$20.8M +5% 57
IA
3121
Icon Advisers
Colorado
$460M +$23.7M +5% 173
CFS
3122
CRA Financial Services
New Jersey
$460M +$51.7M +13% 240
HMCP
3123
Hook Mill Capital Partners
New York
$460M +$80.9M +21% 41
EIP
3124
Ellis Investment Partners
Pennsylvania
$460M +$29.4M +7% 239
MA
3125
MJP Associates
Connecticut
$460M +$84.5M +23% 240