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
WAM
2126
Weatherly Asset Management
California
$523M +$54.1M +12% 184
GSWM
2127
Golden State Wealth Management
California
$523M +$220M +73% 1,109
TIM
2128
Total Investment Management
Arizona
$523M +$30.1M +6% 62
SSWM
2129
Sheets Smith Wealth Management
North Carolina
$523M +$36.9M +8% 333
HWA
2130
Heartwood Wealth Advisors
Virginia
$523M 85
FAT
2131
First American Trust
California
$522M +$24M +5% 151
NFT
2132
Nan Fung Trinity
Hong Kong
$522M 28
WMA
2133
White Mountains Advisors
Connecticut
$522M +$15.5M +3% 3
AA
2134
Apriem Advisors
California
$522M +$70.5M +16% 145
CAM
2135
Claret Asset Management
Quebec, Canada
$521M +$39.4M +8% 208
OIM
2136
Oracle Investment Management
Connecticut
$520M +$118M +29% 18
TWM
2137
Tanglewood Wealth Management
Texas
$520M +$61.2M +13% 19
SC
2138
Serenity Capital
California
$519M +$85.9M +20% 8
WCM
2139
Weld Capital Management
New York
$519M -$26.6M -5% 1,086
SIA
2140
Soltis Investment Advisors
Utah
$519M 153
MWM
2141
Merriman Wealth Management
Washington
$519M +$24.5M +5% 197
CCA
2142
Checchi Capital Advisers
California
$518M +$39.2M +8% 459
CWM
2143
Cabot Wealth Management
Massachusetts
$518M +$44.5M +9% 136
MCM
2144
Maple Capital Management
Vermont
$517M +$52.7M +11% 128
AWG
2145
Alpha Wave Global
New York
$517M +$46.8M +10% 24
SAM
2146
Skyline Asset Management
Illinois
$517M +$10.4M +2% 63
ED
2147
Exane Derivatives
France
$516M +$6.02M +1% 686
VHAM
2148
Van Hulzen Asset Management
California
$516M +$43.1M +9% 302
MMEA
2149
Main Management ETF Advisors
California
$516M +$55.9M +12% 12
VV
2150
Verity & Verity
South Carolina
$515M +$42.8M +9% 118