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
CCA
2051
Clearwater Capital Advisors
Illinois
$1.2B +$25.9M +2% 173
CET
2052
Clean Energy Transition
United Kingdom
$1.2B +$62.5M +6% 16
HT
2053
Headlands Technologies
Illinois
$1.2B -$53.9M -4% 900
HFS
2054
Heritage Financial Services
Massachusetts
$1.2B +$85.4M +8% 140
TFA
2055
Transamerica Financial Advisors
Florida
$1.2B -$7.43M -0.6% 1,938
SW
2056
SlateStone Wealth
Florida
$1.2B +$39.8M +3% 309
EC
2057
Estate Counselors
Wisconsin
$1.19B +$29.8M +3% 108
MC
2058
Meteora Capital
Florida
$1.19B +$250M +27% 494
AWA
2059
Amplius Wealth Advisors
Pennsylvania
$1.19B +$35.1M +3% 183
BOPW
2060
Brandywine Oak Private Wealth
Pennsylvania
$1.19B +$40.9M +4% 241
FG
2061
Fiduciary Group
Georgia
$1.19B +$52M +5% 303
VCM
2062
Valiant Capital Management
California
$1.19B +$110M +10% 34
AT
2063
American Trust
Kentucky
$1.19B +$5.66M +0.5% 371
JAG
2064
Journey Advisory Group
Kentucky
$1.19B -$161M -12% 280
MIA
2065
MMBG Investment Advisors
Florida
$1.19B +$58.1M +5% 192
PWAM
2066
Park West Asset Management
California
$1.19B +$94.1M +9% 53
FWP
2067
Falcon Wealth Planning
California
$1.19B +$75.2M +7% 221
HCM
2068
Hengehold Capital Management
Ohio
$1.19B +$15.3M +1% 225
MIC
2069
Means Investment Company
Maine
$1.19B +$31.6M +3% 197
FFP
2070
FourThought Financial Partners
Florida
$1.18B +$46.7M +4% 647
KA
2071
Kintegral Advisory
New York
$1.18B +$5.78M +0.5% 237
SC
2072
Sagefield Capital
Texas
$1.18B +$286M +32% 139
WAG
2073
Winthrop Advisory Group
Massachusetts
$1.18B +$36.9M +3% 200
OCMI
2074
Oaktop Capital Management II
New Jersey
$1.18B +$74.2M +7% 15
SA
2075
Sovran Advisors
California
$1.18B +$45.3M +4% 582