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
PWP
4201
Prasad Wealth Partners
Ohio
$359M +$17.2M +5% 146
WIA
4202
Westbourne Investment Advisors
Maryland
$359M +$29.1M +9% 121
BPIA
4203
Broad Peak Investment Advisers
Singapore
$359M +$37.7M +12% 20
SPWM
4204
Straight Path Wealth Management
Michigan
$358M +$63.9M +22% 133
VIP
4205
Vista Investment Partners
Oklahoma
$358M +$11.4M +3% 165
MKC
4206
M. Kraus & Co
Vermont
$358M +$17.5M +5% 84
UB
4207
Umpqua Bank
Oregon
$358M +$29.5M +9% 169
SBF
4208
Sara-Bay Financial
Florida
$358M +$78.3M +28% 89
AIM
4209
Aikya Investment Management
United Kingdom
$357M +$23.7M +7% 4
RWM
4210
Ruedi Wealth Management
Illinois
$357M +$20.1M +6% 55
EFA
4211
Evernest Financial Advisors
Indiana
$357M +$47.9M +15% 197
WAM
4212
Warberg Asset Management
Illinois
$357M -$51.1M -13% 246
HFS
4213
Haverford Financial Services
Pennsylvania
$356M +$18.5M +5% 45
FW
4214
Fairway Wealth
Ohio
$356M +$43.6M +14% 200
CAG
4215
Compass Advisory Group
New York
$356M +$40.3M +13% 82
NC
4216
Naman Capital
Brazil
$356M +$48.6M +16% 13
HC
4217
Headland Capital
South Carolina
$356M +$25.3M +8% 73
BWM
4218
Brown Wealth Management
Illinois
$356M +$34.1M +11% 106
CTEF
4219
Capital Today Evergreen Fund
Cayman Islands
$356M +$69.6M +24% 3
STB
4220
S&T Bank
Pennsylvania
$356M +$26.9M +8% 537
GAM
4221
Grandview Asset Management
Pennsylvania
$356M +$43.2M +14% 147
BAMG
4222
Brand Asset Management Group
Missouri
$355M +$87.7M +33% 168
DWAM
4223
Duncan Williams Asset Management
Tennessee
$355M +$38.6M +12% 168
LC
4224
Legacy CG
Texas
$355M +$19.6M +6% 54
PRP
4225
Peak Retirement Planning
Ohio
$355M +$107M +43% 140