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
4926
Sims Investment Management
Ohio
$276M +$27.7M +11% 44
WAM
4927
Weinberger Asset Management
California
$276M +$17.2M +7% 88
QP
4928
Quartz Partners
New York
$276M +$57.6M +26% 196
AFS
4929
Access Financial Services
Minnesota
$276M +$11.5M +4% 109
T
4930
TOBAM
France
$276M +$19.8M +8% 282
PHAM
4931
Palisades Hudson Asset Management
Florida
$276M +$20.1M +8% 113
EM
4932
Excalibur Management
Massachusetts
$276M +$9.06M +3% 168
MCC
4933
Malaga Cove Capital
California
$276M +$21M +8% 189
AG
4934
Amiral Gestion
France
$275M +$43.3M +19% 29
OPW
4935
Osprey Private Wealth
New York
$275M +$91.5M +50% 66
SN
4936
Sittner & Nelson
Oregon
$275M +$26.5M +11% 515
BCM
4937
Buckhead Capital Management
Georgia
$275M +$16.5M +6% 136
HOWA
4938
Heritage Oak Wealth Advisors
Florida
$275M +$16.1M +6% 89
GPC
4939
Gallatin Point Capital
Connecticut
$275M -$171M -38% 2
SA
4940
Sonoma Allocations
California
$275M 137
IWP
4941
Invenio Wealth Partners
Florida
$275M +$23.3M +9% 98
PWM
4942
Power Wealth Management
Georgia
$275M +$14.5M +6% 96
IIA
4943
ICW Investment Advisors
Arizona
$274M +$21.3M +8% 145
FPL
4944
Fortress Private Ledger
North Carolina
$274M +$54.1M +25% 205
MCM
4945
Multicoin Capital Management
Texas
$274M +$150M +120% 3
AWS
4946
Arkfeld Wealth Strategies
Nebraska
$274M +$20.9M +8% 115
LWA
4947
Lowe Wealth Advisors
Maryland
$274M +$17.8M +7% 404
TGI
4948
TRV GP IV
Massachusetts
$274M +$111M +68% 3
NFG
4949
Norris Financial Group
South Carolina
$274M +$29.8M +12% 108
EAIC
4950
Empower Annuity Insurance Company
Connecticut
$274M +$4.57M +2% 1