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
WDL
3176
Well Done LLC
Michigan
$533M -$18.4M -3% 193
GWMIA
3177
Global Wealth Management Investment Advisory
Florida
$533M +$32.9M +7% 152
MP
3178
Moment Partners
California
$533M +$28.2M +6% 116
SWM
3179
SilverOak Wealth Management
Minnesota
$533M +$70.4M +15% 119
NGM
3180
North Growth Management
British Columbia, Canada
$533M +$59.2M +12% 48
BHPW
3181
Beverly Hills Private Wealth
California
$533M +$27.6M +5% 347
M
3182
MATAURO
New York
$533M +$40.3M +8% 149
SWA
3183
SOA Wealth Advisors
New York
$532M +$53.4M +11% 943
WRPWM
3184
Werba Rubin Papier Wealth Management
California
$532M +$72.3M +16% 237
AMG
3185
Advisors Management Group
Wisconsin
$531M +$71.4M +16% 153
VU
3186
Vanderbilt University
Tennessee
$530M +$6.4M +1% 87
LIM
3187
Lathrop Investment Management
Arkansas
$529M +$25.1M +5% 89
CT
3188
Clearstead Trust
Maine
$529M +$79.3M +18% 1,553
NI
3189
Nextech Invest
Switzerland
$528M +$98.1M +23% 16
GWP
3190
Gateway Wealth Partners
Wisconsin
$527M +$82M +18% 378
SFPM
3191
Sensible Financial Planning & Management
Massachusetts
$527M +$25.6M +5% 37
TF
3192
TLWM Financial
Texas
$526M +$26.2M +5% 76
OL
3193
Optas LLC
Texas
$526M -$48.5M -8% 402
TCM
3194
Tufton Capital Management
Maryland
$526M +$6.79M +1% 121
CC
3195
Conversant Capital
New Jersey
$526M +$35.3M +7% 26
MIM
3196
Manitou Investment Management
Ontario, Canada
$526M +$11.4M +2% 66
AWM
3197
Adams Wealth Management
Utah
$525M +$15.9M +3% 191
WAAG
3198
Wealth Alliance Advisory Group
Kansas
$525M +$42.9M +9% 205
MW
3199
Maia Wealth
Colorado
$525M +$84M +19% 344
CIM
3200
CIM Investment Management
Pennsylvania
$525M +$86.9M +20% 254