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
BSWM
3101
Boston Standard Wealth Management
Massachusetts
$515M +$983K +0.2% 49
EAMA
3102
EFG Asset Management (Americas)
Florida
$514M +$3.2M +0.6% 127
SCM
3103
Stanley Capital Management
Texas
$514M -$979K -0.2% 40
SL
3104
Sentry LLC
Tennessee
$514M -$5.12M -1% 130
GF
3105
Greenfield FTC
Nevada
$514M +$52.4M +11% 3
DIM
3106
Delta Investment Management
California
$514M +$22.9M +5% 273
ATI
3107
Act Two Investors
California
$513M -$16.7M -3% 48
AIA
3108
AssuredPartners Investment Advisors
Florida
$513M 320
AMM
3109
American Money Management
California
$513M +$12.3M +2% 144
MWA
3110
Martel Wealth Advisors
Washington
$512M +$23.2M +5% 74
FL
3111
Fourthstone LLC
Missouri
$512M +$63.3M +14% 84
CM
3112
CoreCommodity Management
Connecticut
$512M -$31.2M -6% 141
SFWA
3113
Summit Financial Wealth Advisors
Louisiana
$511M -$22M -4% 162
GFA
3114
Gallagher Fiduciary Advisors
Illinois
$511M +$17.1M +3% 307
CRB
3115
Chad R. Baker
$511M +$1.79M +0.4% 51
SP
3116
Solel Partners
Massachusetts
$511M +$1.09M +0.2% 22
PFM
3117
Patton Fund Management
Texas
$510M +$26.3M +5% 96
CFS
3118
Commonwealth Financial Services
West Virginia
$510M +$3.79M +0.7% 205
VU
3119
Vanderbilt University
Tennessee
$510M -$29.8M -6% 85
MCM
3120
McRae Capital Management
New Jersey
$510M -$2.19M -0.4% 93
BCB
3121
Brian C. Broderick
$510M -$913K -0.2% 86
CWC
3122
Carolinas Wealth Consulting
North Carolina
$509M -$42.4M -8% 1,114
LTI
3123
Laffer Tengler Investments
Tennessee
$509M +$14.8M +3% 182
PSP
3124
Principal Street Partners
Tennessee
$509M -$103M -17% 258
TF
3125
TLWM Financial
Texas
$508M +$15.2M +3% 78