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
SW
1951
SoFi Wealth
California
$820M +$9.98M +1% 11
HI
1952
Helikon Investments
United Kingdom
$819M -$121K -0% 15
NCM
1953
Narwhal Capital Management
Georgia
$819M -$31.4M -4% 176
CS
1954
Central Securities
New York
$819M -$21.8M -3% 28
RWM
1955
RKL Wealth Management
Pennsylvania
$817M -$27.7M -3% 136
FIM
1956
Freedom Investment Management
Connecticut
$817M -$74.1M -8% 775
WCM
1957
Wealthcare Capital Management
Virginia
$816M -$37.5M -4% 81
TCM
1958
TD Capital Management
Tennessee
$816M -$20.8M -2% 448
CCA
1959
Clearwater Capital Advisors
Illinois
$816M -$23.4M -3% 153
CCM
1960
Condor Capital Management
New Jersey
$816M -$18.1M -2% 202
BFG
1961
Bouchey Financial Group
New York
$816M -$10.7M -1% 135
MFM
1962
MHR Fund Management
New York
$816M +$104M +15% 10
GGI
1963
Godsey & Gibb Inc
Virginia
$815M -$66.2M -8% 382
WA
1964
WBH Advisory
Maryland
$815M -$29.1M -3% 305
W
1965
Wealthquest
Ohio
$815M -$22.1M -3% 132
BST
1966
Bath Savings Trust
Maine
$814M -$42.8M -5% 160
DG
1967
Discerene Group
Connecticut
$813M +$48.7M +6% 15
CIS
1968
Connors Investor Services
Pennsylvania
$812M -$71.4M -8% 166
SG
1969
Sourcerock Group
Colorado
$812M +$32.3M +4% 29
NPCM
1970
North Peak Capital Management
New York
$812M -$60.3M -7% 8
BGDI
1971
BW Gestao de Investimentos
Brazil
$810M +$154M +24% 97
IECM
1972
Intrinsic Edge Capital Management
Illinois
$810M -$474M -37% 207
KA
1973
Kintegral Advisory
New York
$810M -$34.7M -4% 262
WCM
1974
WestBridge Capital Management
Mauritius
$809M +$57.7M +8% 3
PCM
1975
Primavera Capital Management
Cayman Islands
$809M -$78.7M -9% 4