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
XPN
3226
XY Planning Network
Montana
$574M +$280M +95% 258
EIP
3227
Ellis Investment Partners
Pennsylvania
$573M +$19.7M +4% 267
NA
3228
Nordwand Advisors
Pennsylvania
$572M -$58.2M -9% 159
TCM
3229
Tufton Capital Management
Maryland
$572M +$11.1M +2% 124
SNT
3230
SIG North Trading
Pennsylvania
$571M -$78.2M -12% 108
MIM
3231
Manitou Investment Management
Ontario, Canada
$571M -$2.51M -0.4% 57
IIA
3232
IPG Investment Advisors
California
$570M +$9.7M +2% 253
BT
3233
Brandywine Trust
Delaware
$570M -$87M -13% 33
ALA
3234
Atlas Legacy Advisors
California
$570M +$51.8M +10% 215
BSI
3235
Bregal Sagemount IV
$570M 1
ANB
3236
Amarillo National Bank
Texas
$569M +$494K +0.1% 85
DW30
3237
Drucker Wealth 3.0
New Jersey
$569M +$7.06M +1% 284
EGWAG
3238
Elwood & Goetz Wealth Advisory Group
Georgia
$569M +$47.8M +9% 144
ARG
3239
Advisory Resource Group
Oklahoma
$569M +$11.1M +2% 182
BL
3240
Bleichroeder LP
New York
$568M +$55.3M +11% 77
SIM
3241
Symetra Investment Management
Connecticut
$568M +$113M +25% 7
LJAF
3242
Laura & John Arnold Foundation
Texas
$568M 4
OP
3243
ORG Partners
Indiana
$568M +$19.4M +4% 1,863
BMWS
3244
Brady Martz Wealth Solutions
North Dakota
$568M +$17.1M +3% 175
EWM
3245
Edge Wealth Management
New York
$566M +$1.93M +0.3% 94
CCM
3246
Catalio Capital Management
New York
$566M +$24.9M +5% 52
MCM
3247
Mengis Capital Management
Oregon
$566M +$57.1M +11% 217
WPI
3248
Walter Public Investments
Canada
$565M -$43M -7% 53
TAM
3249
Talos Asset Management
New York
$565M +$45.5M +9% 31
ESL
3250
Endurance Services Ltd
New York
$565M -$32.2M -5% 14