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
SWA
3176
SOA Wealth Advisors
New York
$532M +$53.4M +11% 943
WRPWM
3177
Werba Rubin Papier Wealth Management
California
$532M +$72.3M +16% 237
AMG
3178
Advisors Management Group
Wisconsin
$531M +$71.4M +16% 153
VU
3179
Vanderbilt University
Tennessee
$530M +$6.4M +1% 87
LIM
3180
Lathrop Investment Management
Arkansas
$529M +$25.1M +5% 89
CT
3181
Clearstead Trust
Maine
$529M +$79.3M +18% 1,553
NI
3182
Nextech Invest
Switzerland
$528M +$98.1M +23% 16
GWP
3183
Gateway Wealth Partners
Wisconsin
$527M +$82M +18% 378
SFPM
3184
Sensible Financial Planning & Management
Massachusetts
$527M +$25.6M +5% 37
TF
3185
TLWM Financial
Texas
$526M +$26.2M +5% 76
OL
3186
Optas LLC
Texas
$526M -$48.5M -8% 402
TCM
3187
Tufton Capital Management
Maryland
$526M +$6.79M +1% 121
CC
3188
Conversant Capital
New Jersey
$526M +$35.3M +7% 26
MIM
3189
Manitou Investment Management
Ontario, Canada
$526M +$11.4M +2% 66
AWM
3190
Adams Wealth Management
Utah
$525M +$15.9M +3% 191
WAAG
3191
Wealth Alliance Advisory Group
Kansas
$525M +$42.9M +9% 205
MW
3192
Maia Wealth
Colorado
$525M +$84M +19% 344
CIM
3193
CIM Investment Management
Pennsylvania
$525M +$86.9M +20% 254
TIAM
3194
TT International Asset Management
United Kingdom
$525M -$145M -22% 65
CCP
3195
Clifford Capital Partners
Utah
$525M +$38.4M +8% 54
SWP
3196
Summit Wealth Partners
Florida
$524M +$31.4M +6% 218
UIA
3197
UG Investment Advisers
Taiwan
$524M +$159M +43% 14
PFG
3198
PAX Financial Group
Texas
$523M -$41M -7% 273
CCM
3199
Corsair Capital Management
New York
$522M +$134M +34% 171
FSCM
3200
Front Street Capital Management
Montana
$522M -$2.37M -0.5% 73