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
BWL
1251
Bogart Wealth LLC
Virginia
$1.96B +$20.5M +1% 1,232
AIA
1252
Angeles Investment Advisors
California
$1.96B +$82.7M +4% 246
MFWM
1253
Motley Fool Wealth Management
Virginia
$1.96B +$26M +1% 130
HWAM
1254
Hennion & Walsh Asset Management
New Jersey
$1.95B +$76.2M +4% 910
ECP
1255
Electron Capital Partners
New York
$1.94B -$336M -15% 53
DIA
1256
Davidson Investment Advisors
Montana
$1.94B +$18.5M +1% 120
SP
1257
Symmetry Partners
Connecticut
$1.94B +$666M +52% 555
IAN
1258
Integrated Advisors Network
Texas
$1.94B -$16.7M -0.9% 739
CWM
1259
Connecticut Wealth Management
Connecticut
$1.94B +$58.4M +3% 344
SL
1260
Summitry LLC
California
$1.94B +$29.3M +2% 125
WBG
1261
Wharton Business Group
Pennsylvania
$1.94B -$143M -7% 139
OCM
1262
Osterweis Capital Management
California
$1.94B +$233M +14% 207
LW
1263
Linscomb Wealth
Texas
$1.93B -$11.3M -0.6% 295
TA
1264
Trivest Advisors
Hong Kong
$1.93B -$917M -32% 33
SIM
1265
Sprucegrove Investment Management
Ontario, Canada
$1.93B -$545M -22% 34
SP
1266
Steelhead Partners
Washington
$1.93B +$22.2M +1% 55
GIA
1267
Gladstone Institutional Advisory
Florida
$1.92B +$97.7M +5% 704
ICM
1268
Invenomic Capital Management
Massachusetts
$1.92B +$38.4M +2% 190
RSWM
1269
Robertson Stephens Wealth Management
California
$1.91B +$82.5M +5% 538
RCW
1270
Rheos Capital Works
Japan
$1.91B -$180M -9% 117
EMFAT
1271
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.91B -$11.8M -0.6% 251
GF
1272
Greenhouse Funds
Maryland
$1.91B +$324M +20% 44
ST
1273
Smithfield Trust
Pennsylvania
$1.91B +$21.4M +1% 1,103
WIM
1274
Weitz Investment Management
Nebraska
$1.91B -$75.4M -4% 56
JIC
1275
Joel Isaacson & Co
New York
$1.9B +$79.8M +4% 357