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
BSWM
3201
Boston Standard Wealth Management
Massachusetts
$442M +$62.8M +17% 47
TFA
3202
Tobias Financial Advisors
Florida
$441M +$30.7M +7% 102
SIC
3203
SFE Investment Counsel
California
$441M +$57.2M +15% 120
SFG
3204
SevenBridge Financial Group
Pennsylvania
$441M +$17.8M +4% 210
RIS
3205
Retirement Income Solutions
Michigan
$441M +$38.7M +10% 158
SCP
3206
Stamos Capital Partners
California
$441M +$72M +20% 125
DIM
3207
Delta Investment Management
California
$440M +$37M +9% 233
QWM
3208
Quadcap Wealth Management
Texas
$440M +$53.1M +14% 363
NFT
3209
Nan Fung Trinity
Hong Kong
$440M -$42.9M -9% 31
KLWA
3210
Kelly Lawrence W & Associates
California
$439M +$22.8M +5% 188
PPC
3211
Park Presidio Capital
California
$439M +$21.5M +5% 10
DCM
3212
DAFNA Capital Management
California
$439M +$21.9M +5% 86
CFSG
3213
Community Financial Services Group
Vermont
$439M 139
WI
3214
Wahed Invest
New York
$439M +$82.1M +23% 258
GF
3215
Goodman Financial
Texas
$438M +$65.2M +17% 56
UI
3216
Untitled Investments
New York
$438M +$147M +50% 21
RCP
3217
RIT Capital Partners
United Kingdom
$438M +$162M +59% 15
SGCM
3218
Sand Grove Capital Management
United Kingdom
$437M +$114M +35% 30
WCWM
3219
Wooster Corthell Wealth Management
Connecticut
$437M +$21.7M +5% 50
UCMOK
3220
United Capital Management of KS
Kansas
$437M +$106M +32% 85
JHCP
3221
Jackson Hole Capital Partners
Oklahoma
$437M +$44M +11% 288
BWM
3222
Brickley Wealth Management
California
$436M +$21.7M +5% 45
ARG
3223
Advisory Resource Group
Oklahoma
$436M +$34.7M +9% 165
GFG
3224
Goldstone Financial Group
Illinois
$436M +$48.6M +13% 177
RIG
3225
Renaissance Investment Group
Massachusetts
$436M +$33.7M +8% 87