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
CG
3126
Castellan Group
Kentucky
$543M +$185M +52% 68
WAM
3127
Wilsey Asset Management
California
$543M +$43.8M +9% 25
PIFP
3128
Partners in Financial Planning
Virginia
$542M +$44.7M +9% 109
IPW
3129
Impact Partnership Wealth
Georgia
$542M +$73.9M +16% 355
AC
3130
Annandale Capital
Texas
$542M +$8.52M +2% 130
EAMA
3131
EFG Asset Management (Americas)
Florida
$542M +$48.3M +10% 145
NI
3132
Noked Israel
Israel
$542M +$106M +24% 18
BWP
3133
Burling Wealth Partners
Illinois
$542M +$66.8M +14% 182
EGP
3134
Entrust Global Partners
New York
$541M +$49.4M +10% 5
SL
3135
Systelligence LLC
Minnesota
$541M +$124M +30% 66
MGIA
3136
Matthew Goff Investment Advisor
Texas
$541M -$1.53M -0.3% 110
PCS
3137
Personal CFO Solutions
New Jersey
$541M +$48M +10% 516
KC
3138
Kryger Capital
United Kingdom
$540M -$312M -37% 28
RIM
3139
Rovida Investment Management
Cayman Islands
$540M +$207M +62% 19
RC
3140
RV Capital
Switzerland
$540M +$87.2M +19% 12
GSEP
3141
Golden State Equity Partners
California
$540M +$34.9M +7% 481
TAA
3142
TB Alternative Assets
Cayman Islands
$540M +$110M +25% 53
WCWM
3143
Wooster Corthell Wealth Management
Connecticut
$540M +$51.2M +10% 68
ORP
3144
Orion Resource Partners
New York
$540M +$14.1M +3% 29
JCP
3145
JB Capital Partners
New York
$540M +$63.1M +13% 82
MWA
3146
Martel Wealth Advisors
Washington
$539M +$37.4M +7% 72
WIM
3147
Westside Investment Management
California
$539M +$69.8M +15% 1,340
SAM
3148
Secure Asset Management
Michigan
$539M +$43.1M +9% 355
CRB
3149
Chad R. Baker
$538M +$47.3M +10% 50
ANB
3150
Amarillo National Bank
Texas
$538M +$24.1M +5% 84