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
MC
3451
Miramar Capital
Illinois
$420M +$1.03M +0.2% 59
SDWIA
3452
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$420M +$15.7M +4% 161
WCP
3453
Welch Capital Partners
New York
$420M -$42.9M -9% 23
OFS
3454
Orrstown Financial Services
Pennsylvania
$420M +$47.5M +13% 142
TAS
3455
TIFF Advisory Services
Pennsylvania
$420M +$113M +37% 18
OGC
3456
Oak Grove Capital
New Hampshire
$419M -$78.9M -16% 71
WDG
3457
Wealth Dimensions Group
Ohio
$419M +$10.7M +3% 162
RA
3458
RR Advisors
Texas
$419M +$29.6M +8% 31
RCP
3459
Reverence Capital Partners
New York
$418M +$82.4M +25% 1
CPG
3460
Cornerstone Planning Group
New Jersey
$418M +$10.9M +3% 1,714
BWP
3461
Bernardo Wealth Planning
Pennsylvania
$418M -$9.8K -0% 117
SG
3462
SCHF (GPE)
Wyoming
$418M 3
SIAP
3463
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$417M +$4.05M +1% 180
SL
3464
Systelligence LLC
Minnesota
$416M +$11.2M +3% 51
CAC
3465
Core Alternative Capital
Georgia
$416M -$62.4M -13% 365
UAM
3466
UAS Asset Management
New York
$416M +$1M +0.2% 16
BHBT
3467
Burke & Herbert Bank & Trust
Virginia
$416M -$6.1M -1% 235
PA
3468
Parkside Advisors
California
$415M -$9.01M -2% 83
HW
3469
Hamilton Wealth
California
$415M +$2.64M +0.6% 135
GLAM
3470
Gardner Lewis Asset Management
Pennsylvania
$415M +$20.4M +5% 99
MIP
3471
Marietta Investment Partners
Wisconsin
$415M -$39M -9% 167
LT
3472
Legacy Trust
Michigan
$415M -$16M -4% 163
GWM
3473
Gibbs Wealth Management
Georgia
$415M +$46.2M +13% 321
SMI
3474
Shelter Mutual Insurance
Missouri
$415M +$13.6M +3% 57
CTWM
3475
Cherry Tree Wealth Management
Minnesota
$415M +$10.6M +3% 765