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
WAS
3801
Wealth Advisory Solutions
Indiana
$395M +$16.9M +4% 151
HIP
3802
Harrell Investment Partners
Texas
$395M +$57.4M +17% 140
EPAM
3803
Evelyn Partners Asset Management
$395M +$35.6M +10% 250
CIP
3804
Convergence Investment Partners
Florida
$394M +$33.2M +9% 291
WCM
3805
WealthBridge Capital Management
Ohio
$394M +$40.5M +11% 220
SHWM
3806
Smith & Howard Wealth Management
Georgia
$394M +$28.2M +8% 83
BCP
3807
Berkeley Capital Partners
Georgia
$394M +$30.8M +8% 186
BAG
3808
Bridgewealth Advisory Group
California
$394M +$318M +418% 124
TVAMP
3809
Tennessee Valley Asset Management Partners
Tennessee
$394M -$219M -36% 165
ACM
3810
Alight Capital Management
New York
$394M +$204M +108% 74
LWAM
3811
Legacy Wealth Asset Management
Minnesota
$393M +$31.6M +9% 363
MCS
3812
Mithaq Capital SPC
Saudi Arabia
$393M -$11.8M -3% 4
TWG
3813
The Wealth Group
Minnesota
$393M +$51.4M +15% 81
AWMG
3814
Alliance Wealth Management Group
New Jersey
$393M +$21.4M +6% 85
TCCM
3815
Timber Creek Capital Management
Massachusetts
$393M +$17.7M +5% 86
MCM
3816
Marathon Capital Management
Maryland
$393M +$17.2M +5% 177
PIM
3817
Progressive Investment Management
Oregon
$393M +$35.3M +10% 56
PTB
3818
Pioneer Trust Bank
Oregon
$392M +$12.4M +3% 80
AIS
3819
American Investment Services
Massachusetts
$392M -$176M -31% 160
RS
3820
Retirement Solution
Washington
$392M +$28.4M +8% 49
DF
3821
DecisionPoint Financial
Arizona
$392M +$46.9M +14% 695
FVCM
3822
F&V Capital Management
Florida
$391M +$6M +2% 62
TC
3823
Tenere Capital
New York
$390M +$27M +7% 25
B
3824
BetterWealth
California
$390M +$34.1M +10% 63
CCM
3825
Carderock Capital Management
Maryland
$390M +$13M +3% 140