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
CWA
4101
Core Wealth Advisors
Florida
$312M +$20M +7% 61
TI
4102
TrueMark Investments
Illinois
$312M +$19.1M +7% 254
WIM
4103
Wittenberg Investment Management
Massachusetts
$312M +$18M +6% 85
AWM
4104
Atticus Wealth Management
Florida
$311M +$5.6M +2% 562
FCT
4105
Family Capital Trust
Massachusetts
$311M +$5.29M +2% 61
AC
4106
Athos Capital
Hong Kong
$311M +$138M +80% 51
SWA
4107
Strata Wealth Advisors
Texas
$311M +$20.7M +7% 82
PFU
4108
Parus Finance (UK)
United Kingdom
$311M -$34.9M -10% 38
AM
4109
Atwater Malick
Pennsylvania
$311M +$20.4M +7% 78
TCWM
4110
Total Clarity Wealth Management
Illinois
$311M +$22.6M +8% 291
EBT
4111
Enterprise Bank & Trust
Massachusetts
$310M +$17.7M +6% 132
KLCM
4112
KG&L Capital Management
Louisiana
$310M +$20.9M +7% 209
SSW
4113
Stone Summit Wealth
Florida
$310M +$31M +11% 141
OHCM
4114
Oak Hill Capital Management
New York
$310M -$1.68M -0.5% 1
RFWA
4115
RPg Family Wealth Advisory
Massachusetts
$310M +$5.64M +2% 117
DA
4116
Drake & Associates
Wisconsin
$310M +$30.4M +11% 92
GJWM
4117
Gilliland Jeter Wealth Management
Arkansas
$310M +$12.7M +4% 708
CCG
4118
Cloverfields Capital Group
Minnesota
$309M +$13.1M +4% 99
WCP
4119
Wick Capital Partners
Pennsylvania
$309M +$21.2M +7% 87
OA
4120
Operose Advisors
Wisconsin
$309M +$26.8M +9% 633
RWA
4121
Roberts Wealth Advisors
California
$309M +$16.1M +6% 97
RW
4122
Regimen Wealth
Georgia
$309M +$18.7M +6% 67
RI
4123
Rinkey Investments
California
$309M +$30.7M +11% 90
NICM
4124
Neo Ivy Capital Management
New York
$309M -$201M -39% 422
CWA
4125
CM Wealth Advisors
Ohio
$309M +$98.4M +47% 85