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
PWMAG
1901
Pinnacle Wealth Management Advisory Group
New Jersey
$1.2B +$133M +12% 394
CBA
1902
Coastal Bridge Advisors
Connecticut
$1.2B +$799M +197% 458
VC
1903
Vicus Capital
Pennsylvania
$1.2B +$130M +12% 281
VCP
1904
Verus Capital Partners
Arizona
$1.2B +$135M +13% 457
BFG
1905
Bouchey Financial Group
New York
$1.2B +$94M +8% 152
SOS
1906
Silver Oak Securities
Tennessee
$1.2B +$134M +13% 732
HP
1907
Hikari Power
Japan
$1.2B -$60.2M -5% 63
MIM
1908
Marco Investment Management
Georgia
$1.2B +$121M +11% 226
VHAM
1909
Van Hulzen Asset Management
California
$1.2B +$102M +9% 341
SI
1910
Symmetry Investments
Jersey
$1.19B +$82.4M +7% 148
SFI
1911
SPC Financial Inc
Maryland
$1.19B +$56.7M +5% 278
SMC
1912
Smith, Moore & Co
Missouri
$1.19B +$112M +10% 530
BA
1913
Bristlecone Advisors
Washington
$1.19B -$33.2M -3% 385
WTB
1914
Washington Trust Bank
Washington
$1.19B +$189M +19% 219
B
1915
BloombergSen
Ontario, Canada
$1.18B +$26.7M +2% 32
COCM
1916
Charter Oak Capital Management
New Hampshire
$1.18B +$94.3M +9% 203
RP
1917
Regal Partners
Australia
$1.18B +$207M +21% 87
FFW
1918
Fusion Family Wealth
New York
$1.18B +$95.3M +9% 47
WCM
1919
Windward Capital Management
California
$1.18B +$19.1M +2% 71
WP
1920
Warburg Pincus
New York
$1.18B -$132M -10% 7
RW
1921
RVW Wealth
California
$1.18B +$116M +11% 173
LI
1922
LRI Investments
Florida
$1.18B +$142M +14% 1,314
SCM
1923
SG Capital Management
Illinois
$1.18B +$181M +18% 86
NAS
1924
Nicolet Advisory Services
Wisconsin
$1.18B +$167M +17% 425
NRD
1925
Nebula Research & Development
New York
$1.17B +$92.8M +9% 1,192