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
WI
3351
WBI Investments
New Jersey
$413M -$68.2M -14% 239
MAM
3352
Morse Asset Management
Connecticut
$412M +$20.5M +5% 168
ICM
3353
Irenic Capital Management
New York
$412M +$21.4M +5% 29
WFA
3354
WestHill Financial Advisors
California
$412M +$5.46M +1% 78
HFA
3355
High Falls Advisors
New York
$412M +$14.2M +4% 134
AS
3356
Akuna Securities
Illinois
$411M +$282M +218% 3
BHBT
3357
Burke & Herbert Bank & Trust
Virginia
$411M +$279M +210% 234
AC
3358
AlphaCore Capital
California
$411M +$35.3M +9% 217
TWP
3359
Tyche Wealth Partners
Texas
$411M +$2.32M +0.6% 298
RRA
3360
Round Rock Advisors
Connecticut
$411M -$6.73M -2% 193
ETS
3361
ESL Trust Services
New York
$411M +$28.6M +7% 270
EDRIA
3362
Edmonds Duncan Registered Investment Advisors
Kansas
$410M +$11.7M +3% 142
RA
3363
Riversedge Advisors
Delaware
$410M +$4.41M +1% 95
IP
3364
Ignite Planners
California
$410M +$52.9M +15% 308
LA
3365
LexAurum Advisors
Kansas
$410M +$12M +3% 319
VS
3366
VK Services
California
$410M -$139M -25% 7
MWM
3367
MinichMacGregor Wealth Management
New York
$410M +$17.8M +5% 114
MSA
3368
Marino Stram & Associates
Massachusetts
$409M -$13.1M -3% 171
PPC
3369
Park Presidio Capital
California
$409M -$30.5M -7% 11
WCM
3370
Wildcat Capital Management
New York
$409M +$133M +48% 20
KC
3371
Keenan Capital
California
$408M +$18M +5% 10
ODG
3372
O'Dell Group
Ohio
$408M $0 0% 90
SHFA
3373
SC&H Financial Advisors
Maryland
$408M +$23.9M +6% 147
AA
3374
Ashford Advisors
New York
$407M +$11.2M +3% 15
CLC
3375
Charles-Lim Capital
Hong Kong
$407M +$107M +36% 8