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
AWC
3101
Abundance Wealth Counselors
Pennsylvania
$583M +$49.2M +9% 172
SWA
3102
SOA Wealth Advisors
New York
$583M +$50.9M +10% 938
JSA
3103
Jacobson & Schmitt Advisors
Wisconsin
$583M +$18.5M +3% 91
AIM
3104
Advyzon Investment Management
Illinois
$583M +$131M +29% 500
PDL
3105
Portfolio Design Labs
California
$582M +$73.1M +14% 230
AL
3106
AIP LLC
New York
$582M -$131M -18% 2
PAMI
3107
Perseverance Asset Management International
Cayman Islands
$582M +$185M +46% 15
LNWTC
3108
Laird Norton Wetherby Trust Company
Washington
$582M -$146M -20% 73
TCM
3109
Topline Capital Management
California
$582M -$1.86M -0.3% 53
CRB
3110
Chad R. Baker
$581M +$42.8M +8% 54
BPC
3111
Bearing Point Capital
Minnesota
$581M +$37.6M +7% 171
SAM
3112
Sompo Asset Management
Japan
$581M +$5.2M +0.9% 194
FGA
3113
Fortis Group Advisors
New Jersey
$581M +$30.1M +5% 568
FTC
3114
Farmers Trust Company
Ohio
$580M +$44.8M +8% 198
BWP
3115
Balboa Wealth Partners
Arizona
$580M +$80.9M +16% 434
EAMA
3116
EFG Asset Management (Americas)
Florida
$579M +$37M +7% 150
CCP
3117
Clifford Capital Partners
Utah
$579M +$54.1M +10% 50
PIFP
3118
Partners in Financial Planning
Virginia
$578M +$36.2M +7% 116
PCWA
3119
Pacific Capital Wealth Advisors
California
$578M +$33M +6% 84
HCM
3120
Hutchinson Capital Management
California
$578M +$29.8M +5% 98
PCA
3121
Providence Capital Advisors
North Carolina
$577M +$32.7M +6% 249
BL
3122
BWCP LP
Texas
$577M -$35.1M -6% 33
PA
3123
Perennial Advisors
New York
$577M +$39.1M +7% 132
RR
3124
Robotti Robert
$576M -$18.6M -3% 66
WIM
3125
Warwick Investment Management
Texas
$576M +$60.6M +12% 156