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
OWA
4201
Opal Wealth Advisors
New York
$359M -$1.07M -0.3% 573
CWA
4202
Centennial Wealth Advisory
Michigan
$359M +$44.9M +14% 161
EC
4203
EdgeRock Capital
Colorado
$359M +$43.1M +14% 126
BCFS
4204
Butensky & Cohen Financial Security
Florida
$359M +$22.7M +7% 97
BAM
4205
BLKBRD Asset Management
Connecticut
$359M +$181M +102% 32
PWP
4206
Prasad Wealth Partners
Ohio
$359M +$17.2M +5% 146
WIA
4207
Westbourne Investment Advisors
Maryland
$359M +$29.1M +9% 121
BPIA
4208
Broad Peak Investment Advisers
Singapore
$359M +$37.7M +12% 20
SPWM
4209
Straight Path Wealth Management
Michigan
$358M +$63.9M +22% 133
VIP
4210
Vista Investment Partners
Oklahoma
$358M +$11.4M +3% 165
MKC
4211
M. Kraus & Co
Vermont
$358M +$17.5M +5% 84
UB
4212
Umpqua Bank
Oregon
$358M +$29.5M +9% 169
SBF
4213
Sara-Bay Financial
Florida
$358M +$78.3M +28% 89
AIM
4214
Aikya Investment Management
United Kingdom
$357M +$23.7M +7% 4
RWM
4215
Ruedi Wealth Management
Illinois
$357M +$20.1M +6% 55
EFA
4216
Evernest Financial Advisors
Indiana
$357M +$47.9M +15% 197
WAM
4217
Warberg Asset Management
Illinois
$357M -$51.1M -13% 246
HFS
4218
Haverford Financial Services
Pennsylvania
$356M +$18.5M +5% 45
FW
4219
Fairway Wealth
Ohio
$356M +$43.6M +14% 200
CAG
4220
Compass Advisory Group
New York
$356M +$40.3M +13% 82
NC
4221
Naman Capital
Brazil
$356M +$48.6M +16% 13
HC
4222
Headland Capital
South Carolina
$356M +$25.3M +8% 73
BWM
4223
Brown Wealth Management
Illinois
$356M +$34.1M +11% 106
CTEF
4224
Capital Today Evergreen Fund
Cayman Islands
$356M +$69.6M +24% 3
STB
4225
S&T Bank
Pennsylvania
$356M +$26.9M +8% 537