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
EWA
3451
EverSource Wealth Advisors
Alabama
$357M 1,787
WU
3452
Washington University
Missouri
$357M +$12.7M +4% 6
CMI
3453
Clare Market Investments
Texas
$357M +$23.2M +7% 169
GAM
3454
Gould Asset Management
California
$357M +$32.7M +10% 144
WFI
3455
West Family Investments
California
$357M -$20.2M -5% 377
SRC
3456
Sage Rhino Capital
California
$357M +$27.6M +8% 231
AFT
3457
Alpha Family Trust
California
$357M +$47.8M +15% 25
SWA
3458
Strategies Wealth Advisors
Michigan
$356M 81
ACM
3459
Altium Capital Management
New York
$356M -$18.8M -5% 172
HI
3460
Hudock Inc
Pennsylvania
$355M +$23.2M +7% 925
RPA
3461
Rock Point Advisors
Vermont
$355M +$13.7M +4% 107
SIAP
3462
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$355M +$18.9M +6% 637
MFT
3463
Moisand Fitzgerald Tamayo
Florida
$355M +$57.7M +19% 427
CWM
3464
Concentric Wealth Management
California
$355M +$27.6M +8% 131
SAMC
3465
Spectrum Asset Management (California)
California
$355M +$29.2M +9% 132
MJP
3466
Michael J. Puzo
$354M +$38.6M +12% 82
S
3467
Schroders
United Kingdom
$354M +$25.3M +8% 5
AFIA
3468
America First Investment Advisors
Nebraska
$354M +$25M +8% 84
WFA
3469
WestHill Financial Advisors
California
$354M +$30.2M +9% 127
AW
3470
Avion Wealth
Texas
$354M +$23.9M +7% 445
E
3471
EnerVest
Texas
$354M +$20.2M +6% 1
AAI
3472
American Assets Inc
California
$353M +$6.76M +2% 10
IA
3473
Inspire Advisors
Idaho
$353M +$35.9M +11% 121
OL
3474
Optas LLC
Texas
$353M +$8.97M +3% 159
SAM
3475
Summit Asset Management
Tennessee
$353M +$33.5M +10% 159