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
SAM
3226
Standpoint Asset Management
Arizona
$437M +$53.5M +14% 8
GPWA
3227
Great Point Wealth Advisors
Massachusetts
$437M +$8.47M +2% 57
WIM
3228
Westside Investment Management
California
$437M +$19.7M +5% 1,011
RPWA
3229
Regent Peak Wealth Advisors
Georgia
$437M +$43.2M +11% 180
ICVCFIA
3230
IDG China Venture Capital Fund IV Associates
Hong Kong
$437M -$6.15M -1% 4
ISWM
3231
Independent Solutions Wealth Management
New York
$436M +$15.2M +4% 176
FSC
3232
Fourth Sail Capital
Cayman Islands
$436M +$101M +30% 28
QPWM
3233
Quadrant Private Wealth Management
Pennsylvania
$436M +$40.3M +10% 266
CAM
3234
Centre Asset Management
New York
$436M +$16.5M +4% 66
FA
3235
Fermata Advisors
California
$435M -$8.48M -2% 249
SC
3236
Steginsky Capital
New York
$435M +$20M +5% 7
AWM
3237
Adams Wealth Management
Utah
$434M +$24.2M +6% 106
CI
3238
CacheTech Inc
Utah
$434M 104
VW
3239
Vantage Wealth
California
$434M +$4.93M +1% 37
GAM
3240
Gould Asset Management
California
$434M +$20.1M +5% 169
BSG
3241
Black Swift Group
Colorado
$433M +$42.9M +11% 138
KAH
3242
Kathryn A. Hall
$433M -$1.07M -0.2% 53
HA
3243
Herold Advisors
New York
$432M +$18.9M +5% 276
PPW
3244
Pasadena Private Wealth
California
$432M -$2.38M -0.5% 164
TCWA
3245
Turtle Creek Wealth Advisors
Texas
$432M +$24.2M +6% 221
MCM
3246
Makena Capital Management
California
$432M +$2.01M +0.5% 52
DCP
3247
Diameter Capital Partners
New York
$431M -$167M -28% 31
HWM
3248
Hohimer Wealth Management
Washington
$431M +$4.16M +1% 264
MKA
3249
M. Kulyk & Associates
Georgia
$430M -$815K -0.2% 115
CA
3250
Cambridge Advisors
Nebraska
$430M +$6.29M +1% 169