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
MW
1926
Marcum Wealth
Ohio
$940M +$108M +13% 418
AIA
1927
Ally Invest Advisors
North Carolina
$939M +$83.7M +10% 59
TWA
1928
TCI Wealth Advisors
Arizona
$938M +$154M +20% 214
GG
1929
Greenwood Gearhart
Arkansas
$938M +$92.6M +11% 305
IECM
1930
Intrinsic Edge Capital Management
Illinois
$936M +$126M +16% 162
NC
1931
Nitorum Capital
New York
$935M +$20.3M +2% 29
EIP
1932
Easterly Investment Partners
Massachusetts
$934M +$26.1M +3% 204
BFG
1933
Bouchey Financial Group
New York
$934M +$118M +14% 141
SW
1934
SoFi Wealth
California
$933M +$113M +14% 11
HCM
1935
Hilton Capital Management
New York
$933M +$182M +24% 172
2
1936
2Xideas
Switzerland
$933M +$29.3M +3% 60
FTF
1937
Freedom Together Foundation
New York
$933M 26
CCM
1938
Condor Capital Management
New Jersey
$933M +$117M +14% 216
DGAM
1939
Desjardins Global Asset Management
Quebec, Canada
$930M +$11.4M +1% 706
NAS
1940
Nicolet Advisory Services
Wisconsin
$930M +$27.1M +3% 339
BW
1941
Browning West
California
$928M +$231M +33% 2
WDA
1942
Wendell David Associates
New Hampshire
$928M +$78.4M +9% 166
WAM
1943
Weatherly Asset Management
California
$928M +$90.8M +11% 179
TAM
1944
Taurus Asset Management
New York
$926M +$102M +12% 91
AMI
1945
Amica Mutual Insurance
Rhode Island
$926M +$75.7M +9% 130
RWM
1946
RKL Wealth Management
Pennsylvania
$925M +$107M +13% 155
DIP
1947
DT Investment Partners
Pennsylvania
$925M +$99.8M +12% 489
BC
1948
BIT Capital
Germany
$924M +$177M +24% 142
TLFA
1949
True Link Financial Advisors
California
$924M +$90.3M +11% 114
YCM
1950
Yaupon Capital Management
New York
$922M +$38.3M +4% 129