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
LWMG
3501
Levy Wealth Management Group
Pennsylvania
$356M +$33.9M +10% 112
MWAM
3502
Manhattan West Asset Management
California
$356M +$31.7M +10% 144
WI
3503
Wahed Invest
New York
$356M +$49M +16% 264
AW
3504
Avion Wealth
Texas
$356M +$6.24M +2% 1,412
RC
3505
Reik & Co
New York
$356M +$14.9M +4% 56
MWP
3506
MYCIO Wealth Partners
Pennsylvania
$356M +$21.4M +6% 47
WPA
3507
West Paces Advisors
Georgia
$356M +$36.6M +11% 639
BCMLT
3508
Beacon Capital Management LLC (Tennessee)
Tennessee
$356M -$21.4M -6% 1,056
MWA
3509
MFA Wealth Advisors
Pennsylvania
$356M +$33.6M +10% 92
MIC
3510
Maxi Investments CY
Cyprus
$356M +$139M +64% 53
TWD
3511
True Wealth Design
Ohio
$355M +$56.3M +19% 816
WIS
3512
Wright Investors Service
Connecticut
$355M +$10.2M +3% 161
BAM
3513
Brave Asset Management
New Jersey
$355M +$27.8M +8% 165
MCM
3514
Maltese Capital Management
New York
$355M +$92.2M +35% 110
VRM
3515
Vectors Research Management
New York
$355M +$46.4M +15% 142
MWP
3516
Moller Wealth Partners
$355M +$40.1M +13% 50
MSC
3517
MUFG Securities (Canada)
New York
$354M 3
KAH
3518
Kathryn A. Hall
$354M +$59.8M +20% 51
SCM
3519
Sollinda Capital Management
Florida
$354M 93
AIS
3520
AM Investment Strategies
Tennessee
$354M +$46.4M +15% 108
CFP
3521
Catalyst Financial Partners
Massachusetts
$354M +$44.2M +14% 225
BCG
3522
Breakwater Capital Group
New Jersey
$354M +$63.3M +22% 256
KAM
3523
Knightsbridge Asset Management
California
$354M +$36.3M +11% 129
AACA
3524
American Assets Capital Advisers
California
$353M -$921K -0.3% 35
ECM
3525
Elgethun Capital Management
South Dakota
$353M +$21.6M +7% 158