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
CTAF
3151
Call To Action Foundation
Utah
$488M +$13.1M +3% 1
OWM
3152
Opes Wealth Management
California
$488M -$32.4M -6% 146
TWM
3153
Tolleson Wealth Management
Texas
$488M -$37.1M -7% 107
RRA
3154
Round Rock Advisors
Connecticut
$488M +$59.7M +14% 226
PDL
3155
Portfolio Design Labs
California
$487M +$129M +36% 197
SWP
3156
Summit Wealth Partners
Florida
$487M -$32.4M -6% 243
TFGT
3157
TS Financial Group (TSFG)
Illinois
$487M +$28.9M +6% 846
GRA
3158
Goehring & Rozencwajg Associates
New York
$487M -$3.83M -0.8% 46
PPW
3159
Pasadena Private Wealth
California
$487M +$16.8M +4% 164
CC
3160
Cannell Capital
Wyoming
$487M +$30.5M +7% 59
EC
3161
Engaged Capital
California
$486M -$130M -21% 10
EFG
3162
Everhart Financial Group
Ohio
$486M +$34.5M +8% 333
LSCM
3163
Light Street Capital Management
California
$486M +$81.8M +20% 32
AA
3164
Aire Advisors
California
$486M +$33.8M +7% 170
LS
3165
Liquid Strategies
Georgia
$486M +$67.7M +16% 16
WIM
3166
Warwick Investment Management
Texas
$485M +$63.4M +15% 111
ACM
3167
ADAR1 Capital Management
Texas
$485M -$111M -19% 309
GWMIA
3168
Global Wealth Management Investment Advisory
Florida
$485M +$21.8M +5% 153
DMC
3169
Drexel Morgan & Co
Pennsylvania
$485M -$53.3M -10% 57
MAM
3170
Montanaro Asset Management
United Kingdom
$484M -$76.7M -14% 50
CCM
3171
Callodine Capital Management
Massachusetts
$484M +$4.65M +1% 50
SHFA
3172
SC&H Financial Advisors
Maryland
$484M +$26.3M +6% 154
SCM
3173
Steadview Capital Management
United Kingdom
$483M +$159M +49% 10
GL
3174
Gemsstock Ltd
United Kingdom
$483M +$276M +134% 17
MCIA
3175
Mountain Capital Investment Advisors
Colorado
$483M +$27M +6% 68