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
SAM
4001
Shikiar Asset Management
New York
$402M +$4.17M +1% 106
WA
4002
WP Advisors
California
$402M +$8.12M +2% 123
WP
4003
Westmount Partners
California
$401M +$13.9M +4% 252
GWSA
4004
Global Wealth Strategies & Associates
Colorado
$401M +$12.2M +3% 606
CWM
4005
Compass Wealth Management
Connecticut
$401M -$46.9M -10% 153
CFO
4006
Colony Family Offices
North Carolina
$401M +$14.3M +4% 68
NF
4007
Napier Financial
Massachusetts
$400M 53
AC
4008
Addison Capital
Pennsylvania
$400M +$62M +18% 156
OC
4009
Opal Capital
Florida
$400M 187
BA
4010
Birinyi Associates
Connecticut
$400M +$8.25M +2% 60
SIA
4011
Sovereign Investment Advisors
Arizona
$400M +$33.2M +9% 40
DA
4012
Doliver Advisors
Texas
$400M +$13.1M +3% 182
MWM
4013
MorganRosel Wealth Management
Colorado
$400M +$13.6M +4% 119
DR
4014
Davis Rea
Ontario, Canada
$399M -$12.5M -3% 60
RPA
4015
Rock Point Advisors
Vermont
$399M +$22.1M +6% 124
MA
4016
MSA Advisors
California
$399M -$781K -0.2% 33
KFS
4017
Kelly Financial Services
Massachusetts
$399M +$12.8M +3% 128
RH
4018
RFG Holdings
Texas
$399M +$11.3M +3% 65
SSI
4019
Scott & Selber Inc
Texas
$399M +$6.15M +2% 100
GOCP
4020
Great Oak Capital Partners
Massachusetts
$399M +$17.9M +5% 50
NFG
4021
Northeast Financial Group
Pennsylvania
$399M -$3M -0.7% 86
GF
4022
Gray Foundation
New York
$399M +$47.2M +13% 11
HCM
4023
Hudson Capital Management
New Jersey
$399M +$21.8M +6% 72
MAG
4024
Mokosak Advisory Group
Iowa
$398M +$16.2M +4% 41
LHC
4025
Little House Capital
Massachusetts
$398M -$36.6M -8% 124