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
FWM
1926
FFT Wealth Management
Pennsylvania
$805M +$25.8M +3% 133
AFCM
1927
Applied Finance Capital Management
Puerto Rico
$804M +$37M +5% 73
TWM
1928
Tradition Wealth Management
Minnesota
$804M +$95.5M +13% 1,328
EWA
1929
EverSource Wealth Advisors
Alabama
$803M +$143M +22% 2,619
VFA
1930
Voya Financial Advisors
Connecticut
$803M +$33.9M +4% 252
SFO
1931
Stokes Family Office
Louisiana
$803M +$25.7M +3% 317
DG
1932
DigitalBridge Group
Florida
$802M +$128M +19% 64
TCM
1933
Tran Capital Management
California
$802M +$11.4M +1% 45
NGA
1934
Naples Global Advisors
Florida
$802M +$15.2M +2% 401
KOC
1935
Koss-Olinger Consulting
Florida
$802M +$107M +15% 276
CA
1936
CapWealth Advisors
Tennessee
$802M -$49.2M -6% 112
CS
1937
Central Securities
New York
$802M +$27.7M +4% 26
MW
1938
Marcum Wealth
Ohio
$801M +$47.3M +6% 432
WA
1939
WBH Advisory
Maryland
$801M 296
LNWTC
1940
Laird Norton Wetherby Trust Company
Washington
$801M +$96.7M +14% 126
BCLSI
1941
Bain Capital Life Sciences Investors
Massachusetts
$800M -$94.7M -11% 36
NCM
1942
Narwhal Capital Management
Georgia
$799M +$47.6M +6% 165
TLFA
1943
True Link Financial Advisors
California
$799M +$61M +8% 120
CWM
1944
Campbell Wealth Management
Virginia
$798M +$79.7M +11% 80
CCM
1945
Condor Capital Management
New Jersey
$797M -$3.7M -0.5% 261
FBFS
1946
First Business Financial Services
Wisconsin
$797M +$52.6M +7% 171
DGAM
1947
Desjardins Global Asset Management
Quebec, Canada
$794M +$160M +25% 637
LF
1948
Longbow Finance
Switzerland
$794M +$51.7M +7% 70
B
1949
Bridgeworth
Alabama
$793M +$165M +26% 173
ICP
1950
Ironvine Capital Partners
Nebraska
$793M +$20.2M +3% 50