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
AI
1501
Accredited Investors
Minnesota
$1.69B +$80.5M +5% 258
EC
1502
EcoR1 Capital
California
$1.69B +$3.51M +0.2% 50
CWP
1503
Cyndeo Wealth Partners
Florida
$1.69B +$163M +11% 497
OFG
1504
Oxford Financial Group
Indiana
$1.68B +$257M +18% 272
WWM
1505
Western Wealth Management
Colorado
$1.68B +$172M +11% 748
EA
1506
Efficient Advisors
Ohio
$1.68B +$144M +9% 101
RMA
1507
Roffman Miller Associates
Pennsylvania
$1.67B +$88.6M +6% 75
SC
1508
SRB Corp
Massachusetts
$1.67B +$134M +9% 23
UF
1509
Univest Financial
Pennsylvania
$1.67B +$136M +9% 289
CAM
1510
Cidel Asset Management
Ontario, Canada
$1.66B +$135M +9% 368
ST
1511
Spinnaker Trust
Maine
$1.66B +$131M +9% 295
MC
1512
Maren Capital
Illinois
$1.66B +$193M +13% 25
MFWM
1513
Motley Fool Wealth Management
Virginia
$1.66B -$33.6M -2% 138
SWA
1514
Sax Wealth Advisors
New Jersey
$1.66B +$259M +19% 427
FDP
1515
Financiere des Professionnels
Quebec, Canada
$1.66B +$110M +7% 395
LC
1516
L1 Capital
Australia
$1.65B +$581M +54% 31
IAM
1517
Ion Asset Management
Israel
$1.65B +$294M +22% 71
RCAG
1518
Rehmann Capital Advisory Group
Michigan
$1.65B +$62.8M +4% 651
SAM
1519
Simplify Asset Management
Nevada
$1.65B -$492M -23% 110
KOCAA
1520
Knights of Columbus Asset Advisors
Connecticut
$1.65B +$198M +14% 394
CC
1521
Courier Capital
New York
$1.65B +$119M +8% 397
CWM
1522
Cornerstone Wealth Management
Missouri
$1.65B +$170M +11% 664
NIM
1523
NXG Investment Management
Texas
$1.65B +$24.7M +2% 66
TP
1524
Theleme Partners
United Kingdom
$1.65B +$373M +29% 13
EMFAT
1525
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.64B +$233M +17% 239