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
TWM
1926
Tradition Wealth Management
Minnesota
$804M +$95.5M +13% 1,328
EWA
1927
EverSource Wealth Advisors
Alabama
$803M +$143M +22% 2,619
VFA
1928
Voya Financial Advisors
Connecticut
$803M +$33.9M +4% 252
SFO
1929
Stokes Family Office
Louisiana
$803M +$25.7M +3% 317
DG
1930
DigitalBridge Group
Florida
$802M +$128M +19% 64
TCM
1931
Tran Capital Management
California
$802M +$11.4M +1% 45
NGA
1932
Naples Global Advisors
Florida
$802M +$15.2M +2% 401
KOC
1933
Koss-Olinger Consulting
Florida
$802M +$107M +15% 276
CA
1934
CapWealth Advisors
Tennessee
$802M -$49.2M -6% 112
CS
1935
Central Securities
New York
$802M +$27.7M +4% 26
MW
1936
Marcum Wealth
Ohio
$801M +$47.3M +6% 432
WA
1937
WBH Advisory
Maryland
$801M 296
LNWTC
1938
Laird Norton Wetherby Trust Company
Washington
$801M +$96.7M +14% 126
BCLSI
1939
Bain Capital Life Sciences Investors
Massachusetts
$800M -$94.7M -11% 36
NCM
1940
Narwhal Capital Management
Georgia
$799M +$47.6M +6% 165
TLFA
1941
True Link Financial Advisors
California
$799M +$61M +8% 120
CWM
1942
Campbell Wealth Management
Virginia
$798M +$79.7M +11% 80
CCM
1943
Condor Capital Management
New Jersey
$797M -$3.7M -0.5% 261
FBFS
1944
First Business Financial Services
Wisconsin
$797M +$52.6M +7% 171
DGAM
1945
Desjardins Global Asset Management
Quebec, Canada
$794M +$160M +25% 637
LF
1946
Longbow Finance
Switzerland
$794M +$51.7M +7% 70
B
1947
Bridgeworth
Alabama
$793M +$165M +26% 173
ICP
1948
Ironvine Capital Partners
Nebraska
$793M +$20.2M +3% 50
CU
1949
CQS (US)
New York
$792M +$31.3M +4% 81
RWM
1950
RKL Wealth Management
Pennsylvania
$792M +$43.8M +6% 135