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
SGI
1501
Summit Global Investments
Utah
$1.7B +$322M +23% 537
SCM
1502
Spyglass Capital Management
California
$1.7B +$239M +16% 28
AI
1503
Accredited Investors
Minnesota
$1.69B +$80.5M +5% 258
EC
1504
EcoR1 Capital
California
$1.69B +$3.51M +0.2% 50
CWP
1505
Cyndeo Wealth Partners
Florida
$1.69B +$163M +11% 497
OFG
1506
Oxford Financial Group
Indiana
$1.68B +$257M +18% 272
WWM
1507
Western Wealth Management
Colorado
$1.68B +$172M +11% 748
EA
1508
Efficient Advisors
Ohio
$1.68B +$144M +9% 101
RMA
1509
Roffman Miller Associates
Pennsylvania
$1.67B +$88.6M +6% 75
SC
1510
SRB Corp
Massachusetts
$1.67B +$134M +9% 23
UF
1511
Univest Financial
Pennsylvania
$1.67B +$136M +9% 289
CAM
1512
Cidel Asset Management
Ontario, Canada
$1.66B +$135M +9% 368
ST
1513
Spinnaker Trust
Maine
$1.66B +$131M +9% 295
MC
1514
Maren Capital
Illinois
$1.66B +$193M +13% 25
MFWM
1515
Motley Fool Wealth Management
Virginia
$1.66B -$33.6M -2% 138
SWA
1516
Sax Wealth Advisors
New Jersey
$1.66B +$259M +19% 427
FDP
1517
Financiere des Professionnels
Quebec, Canada
$1.66B +$110M +7% 395
LC
1518
L1 Capital
Australia
$1.65B +$581M +54% 31
IAM
1519
Ion Asset Management
Israel
$1.65B +$294M +22% 71
RCAG
1520
Rehmann Capital Advisory Group
Michigan
$1.65B +$62.8M +4% 651
SAM
1521
Simplify Asset Management
Nevada
$1.65B -$492M -23% 110
KOCAA
1522
Knights of Columbus Asset Advisors
Connecticut
$1.65B +$198M +14% 394
CC
1523
Courier Capital
New York
$1.65B +$119M +8% 397
CWM
1524
Cornerstone Wealth Management
Missouri
$1.65B +$170M +11% 664
NIM
1525
NXG Investment Management
Texas
$1.65B +$24.7M +2% 66