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
LBIM
3151
Land & Buildings Investment Management
Connecticut
$489M +$64.5M +15% 24
CHCM
3152
Columbus Hill Capital Management
New Jersey
$489M +$948K +0.2% 36
LWM
3153
LJI Wealth Management
Indiana
$489M +$36.9M +8% 196
MWA
3154
Martel Wealth Advisors
Washington
$489M +$22.8M +5% 54
CFSG
3155
Community Financial Services Group
Vermont
$489M +$24.4M +5% 127
DWM
3156
Dechtman Wealth Management
Colorado
$489M +$41.2M +9% 66
SDWMA
3157
Schneider Downs Wealth Management Advisors
Pennsylvania
$489M +$39.1M +9% 145
EL
3158
Essex LLC
Illinois
$488M +$40.7M +9% 174
JSA
3159
Jacobson & Schmitt Advisors
Wisconsin
$487M +$47.4M +11% 75
RA
3160
Resolute Advisors
California
$487M +$99.6M +26% 72
AFA
3161
Arlington Financial Advisors
California
$487M +$30.6M +7% 72
ISB
3162
Iowa State Bank
Iowa
$486M +$33.8M +7% 112
RC
3163
RV Capital
Switzerland
$485M +$69.2M +17% 11
SCM
3164
Scopia Capital Management
New York
$485M -$191M -28% 41
GSWM
3165
Greenup Street Wealth Management
Michigan
$484M +$59.4M +14% 95
AVA
3166
Atlas Venture Advisors
Massachusetts
$484M +$29.7M +7% 5
SHIM
3167
Stone House Investment Management
Pennsylvania
$484M +$99.4M +26% 424
SLWA
3168
San Luis Wealth Advisors
California
$484M +$67.8M +16% 159
PFM
3169
Patton Fund Management
Texas
$484M +$9.98M +2% 95
5VM
3170
5AM Venture Management
California
$484M +$36.9M +8% 29
CWS
3171
Cypress Wealth Services
California
$484M +$34.5M +8% 301
BCC
3172
Bain Capital Credit
Massachusetts
$484M -$23.3M -5% 8
AWC
3173
Abundance Wealth Counselors
Pennsylvania
$483M +$266M +122% 139
W
3174
WPWealth
Texas
$482M +$68.2M +16% 92
PWMG
3175
Prestige Wealth Management Group
New Jersey
$482M +$19.8M +4% 1,057