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
BIA
5001
Bigelow Investment Advisors
Maine
$224M +$14.8M +7% 155
SG
5002
Sharper & Granite
California
$224M +$14.5M +7% 103
RWA
5003
Rooted Wealth Advisors
Illinois
$224M -$2.42M -1% 102
GPC
5004
Guardian Point Capital
Virginia
$224M +$11.5M +5% 11
TA
5005
Teton Advisors
New York
$224M -$15.5M -6% 226
NC
5006
Nokomis Capital
Texas
$224M +$14.3M +7% 56
SN
5007
Sittner & Nelson
Oregon
$224M +$20.5M +10% 471
TPW
5008
TL Private Wealth
Texas
$223M +$2.23M +1% 46
TFA
5009
Trinity Financial Advisors
Ohio
$223M -$17.1K -0% 89
1W
5010
1776 Wealth
Georgia
$223M +$1.16M +0.5% 155
SCM
5011
Sio Capital Management
New York
$223M -$42M -16% 57
1CM
5012
14B Capital Management
California
$223M +$9.11M +4% 11
SG
5013
StoneX Group
New York
$223M +$9.12M +4% 501
BAM
5014
Bayshore Asset Management
Florida
$223M +$24M +12% 55
FW
5015
FullCircle Wealth
Texas
$223M +$18.9M +9% 192
RC
5016
Raine Capital
New York
$223M +$17.6M +9% 5
ICM
5017
IMS Capital Management
Oregon
$223M +$7.95M +4% 145
GCM
5018
Gibraltar Capital Management
Oklahoma
$223M +$1.49M +0.7% 56
TFA
5019
TPG Financial Advisors
Oregon
$222M +$10.9M +5% 72
TA
5020
Teramo Advisors
Florida
$222M +$20M +10% 8
BWG
5021
Beta Wealth Group
California
$222M +$10.8M +5% 111
SSI
5022
SVF Sponsor III
California
$222M -$97.9M -31% 1
ORG
5023
Optimist Retirement Group
Washington
$222M +$31.3M +16% 135
JAM
5024
JW Asset Management
Florida
$221M -$21.2M -9% 17
WFA
5025
WMG Financial Advisors
Tennessee
$221M +$32.4M +17% 178