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
WAOTB
3226
Wealth Advisors of Tampa Bay
Florida
$324M -$45.6M -12% 107
MSWMA
3227
Market Street Wealth Management Advisors
Indiana
$323M +$41.3M +15% 94
SIG
3228
Sargent Investment Group
Maryland
$323M -$72.8M -18% 201
BWM
3229
Brickley Wealth Management
California
$323M -$51.7M -14% 49
CM
3230
CastleKnight Management
New York
$323M -$42.3M -12% 289
SAM
3231
Summit Asset Management
Tennessee
$323M -$25.3M -7% 164
LDFR
3232
Lehman & Derafelo Financial Resources
Pennsylvania
$323M -$36.6M -10% 212
PCM
3233
Punch Card Management
Florida
$323M -$67.3M -17% 4
NQWM
3234
Northwest Quadrant Wealth Management
Oregon
$323M -$42.1M -12% 66
EL
3235
Essex LLC
Illinois
$323M -$46.3M -13% 168
AW
3236
Avion Wealth
Texas
$322M -$25.2M -7% 572
VEI
3237
Vesa Equity Investment
Luxembourg
$322M -$56.2M -15% 1
ME
3238
McIlrath & Eck
Washington
$322M -$23.9M -7% 900
HFA
3239
High Falls Advisors
New York
$322M -$50.9M -14% 124
MKA
3240
M. Kulyk & Associates
Georgia
$321M -$44.9M -12% 107
SA
3241
Sicart Associates
New York
$321M -$65.2M -17% 97
PA
3242
Perennial Advisors
New York
$321M -$55.4M -15% 94
TNA
3243
True North Advisors
Texas
$321M -$50.8M -14% 216
JSA
3244
Jacobson & Schmitt Advisors
Wisconsin
$321M -$63.9M -17% 66
ISWM
3245
Independent Solutions Wealth Management
New York
$321M -$70.7M -18% 253
GFG
3246
Greystone Financial Group
Michigan
$321M -$74.9M -19% 98
WI
3247
WrapManager Inc
California
$320M -$52.6M -14% 315
NAMP
3248
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$320M -$70.6M -18% 148
OCM
3249
Orchard Capital Management
Illinois
$320M -$31.5M -9% 53
HIP
3250
HUB Investment Partners
Texas
$320M -$45.7M -13% 191