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
SIM
4901
Sims Investment Management
Ohio
$276M +$27.7M +11% 44
WAM
4902
Weinberger Asset Management
California
$276M +$17.2M +7% 88
QP
4903
Quartz Partners
New York
$276M +$57.6M +26% 196
AFS
4904
Access Financial Services
Minnesota
$276M +$11.5M +4% 109
T
4905
TOBAM
France
$276M +$19.8M +8% 282
PHAM
4906
Palisades Hudson Asset Management
Florida
$276M +$20.1M +8% 113
EM
4907
Excalibur Management
Massachusetts
$276M +$9.06M +3% 168
MCC
4908
Malaga Cove Capital
California
$276M +$21M +8% 189
AG
4909
Amiral Gestion
France
$275M +$43.3M +19% 29
OPW
4910
Osprey Private Wealth
New York
$275M +$91.5M +50% 66
SN
4911
Sittner & Nelson
Oregon
$275M +$26.5M +11% 515
BCM
4912
Buckhead Capital Management
Georgia
$275M +$16.5M +6% 136
HOWA
4913
Heritage Oak Wealth Advisors
Florida
$275M +$16.1M +6% 89
GPC
4914
Gallatin Point Capital
Connecticut
$275M -$171M -38% 2
SA
4915
Sonoma Allocations
California
$275M 137
IWP
4916
Invenio Wealth Partners
Florida
$275M +$23.3M +9% 98
PWM
4917
Power Wealth Management
Georgia
$275M +$14.5M +6% 96
IIA
4918
ICW Investment Advisors
Arizona
$274M +$21.3M +8% 145
FPL
4919
Fortress Private Ledger
North Carolina
$274M +$54.1M +25% 205
MCM
4920
Multicoin Capital Management
Texas
$274M +$150M +120% 3
AWS
4921
Arkfeld Wealth Strategies
Nebraska
$274M +$20.9M +8% 115
LWA
4922
Lowe Wealth Advisors
Maryland
$274M +$17.8M +7% 404
TGI
4923
TRV GP IV
Massachusetts
$274M +$111M +68% 3
EAIC
4924
Empower Annuity Insurance Company
Connecticut
$274M +$4.57M +2% 1
GP
4925
Geneva Partners
Wisconsin
$274M +$21.6M +9% 80