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
DS
4001
Dalal Street
Texas
$402M +$65.2M +19% 5
AEPWM
4002
Atlantic Edge Private Wealth Management
Florida
$402M +$13.1M +3% 605
MCM
4003
Monument Capital Management
Virginia
$402M +$1.99M +0.5% 248
SC
4004
Saybrook Capital
North Carolina
$402M +$19M +5% 44
CL
4005
CLG LLC
California
$402M +$34.5M +9% 151
SAM
4006
Shikiar Asset Management
New York
$402M +$4.17M +1% 106
WA
4007
WP Advisors
California
$402M +$8.12M +2% 123
WP
4008
Westmount Partners
California
$401M +$13.9M +4% 252
GWSA
4009
Global Wealth Strategies & Associates
Colorado
$401M +$12.2M +3% 606
CWM
4010
Compass Wealth Management
Connecticut
$401M -$46.9M -10% 153
CFO
4011
Colony Family Offices
North Carolina
$401M +$14.3M +4% 68
NF
4012
Napier Financial
Massachusetts
$400M 53
AC
4013
Addison Capital
Pennsylvania
$400M +$62M +18% 156
OC
4014
Opal Capital
Florida
$400M 187
BA
4015
Birinyi Associates
Connecticut
$400M +$8.25M +2% 60
SIA
4016
Sovereign Investment Advisors
Arizona
$400M +$33.2M +9% 40
DA
4017
Doliver Advisors
Texas
$400M +$13.1M +3% 182
MWM
4018
MorganRosel Wealth Management
Colorado
$400M +$13.6M +4% 119
DR
4019
Davis Rea
Ontario, Canada
$399M -$12.5M -3% 60
RPA
4020
Rock Point Advisors
Vermont
$399M +$22.1M +6% 124
MA
4021
MSA Advisors
California
$399M -$781K -0.2% 33
KFS
4022
Kelly Financial Services
Massachusetts
$399M +$12.8M +3% 128
RH
4023
RFG Holdings
Texas
$399M +$11.3M +3% 65
SSI
4024
Scott & Selber Inc
Texas
$399M +$6.15M +2% 100
GOCP
4025
Great Oak Capital Partners
Massachusetts
$399M +$17.9M +5% 50