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
WWM
1501
Western Wealth Management
Colorado
$1.68B +$172M +11% 748
EA
1502
Efficient Advisors
Ohio
$1.68B +$144M +9% 101
RMA
1503
Roffman Miller Associates
Pennsylvania
$1.67B +$88.6M +6% 75
SC
1504
SRB Corp
Massachusetts
$1.67B +$134M +9% 23
UF
1505
Univest Financial
Pennsylvania
$1.67B +$136M +9% 289
CAM
1506
Cidel Asset Management
Ontario, Canada
$1.66B +$135M +9% 368
ST
1507
Spinnaker Trust
Maine
$1.66B +$131M +9% 295
MC
1508
Maren Capital
Illinois
$1.66B +$193M +13% 25
MFWM
1509
Motley Fool Wealth Management
Virginia
$1.66B -$33.6M -2% 138
SWA
1510
Sax Wealth Advisors
New Jersey
$1.66B +$259M +19% 427
FDP
1511
Financiere des Professionnels
Quebec, Canada
$1.66B +$110M +7% 395
LC
1512
L1 Capital
Australia
$1.65B +$581M +54% 31
IAM
1513
Ion Asset Management
Israel
$1.65B +$294M +22% 71
RCAG
1514
Rehmann Capital Advisory Group
Michigan
$1.65B +$62.8M +4% 651
SAM
1515
Simplify Asset Management
Nevada
$1.65B -$492M -23% 110
KOCAA
1516
Knights of Columbus Asset Advisors
Connecticut
$1.65B +$198M +14% 394
CC
1517
Courier Capital
New York
$1.65B +$119M +8% 397
CWM
1518
Cornerstone Wealth Management
Missouri
$1.65B +$170M +11% 664
NIM
1519
NXG Investment Management
Texas
$1.65B +$24.7M +2% 66
TP
1520
Theleme Partners
United Kingdom
$1.65B +$373M +29% 13
EMFAT
1521
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.64B +$233M +17% 238
EK
1522
Evensky & Katz
Florida
$1.64B +$147M +10% 79
SW
1523
SoFi Wealth
California
$1.64B +$307M +23% 46
CTC
1524
Chai Trust Company
Illinois
$1.63B +$23M +1% 12
GIA
1525
Guyasuta Investment Advisors
Pennsylvania
$1.63B +$103M +7% 263