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
SSWM
2126
Sheets Smith Wealth Management
North Carolina
$523M +$36.9M +8% 333
HWA
2127
Heartwood Wealth Advisors
Virginia
$523M 85
FAT
2128
First American Trust
California
$522M +$24M +5% 151
NFT
2129
Nan Fung Trinity
Hong Kong
$522M 28
WMA
2130
White Mountains Advisors
Connecticut
$522M +$15.5M +3% 3
AA
2131
Apriem Advisors
California
$522M +$70.5M +16% 145
CAM
2132
Claret Asset Management
Quebec, Canada
$521M +$39.4M +8% 208
OIM
2133
Oracle Investment Management
Connecticut
$520M +$118M +29% 18
TWM
2134
Tanglewood Wealth Management
Texas
$520M +$61.2M +13% 19
SC
2135
Serenity Capital
California
$519M +$85.9M +20% 8
WCM
2136
Weld Capital Management
New York
$519M -$26.6M -5% 1,086
SIA
2137
Soltis Investment Advisors
Utah
$519M 153
MWM
2138
Merriman Wealth Management
Washington
$519M +$24.5M +5% 197
CCA
2139
Checchi Capital Advisers
California
$518M +$39.2M +8% 459
CWM
2140
Cabot Wealth Management
Massachusetts
$518M +$44.5M +9% 136
MCM
2141
Maple Capital Management
Vermont
$517M +$52.7M +11% 128
AWG
2142
Alpha Wave Global
New York
$517M +$46.8M +10% 24
SAM
2143
Skyline Asset Management
Illinois
$517M +$10.4M +2% 63
ED
2144
Exane Derivatives
France
$516M +$6.02M +1% 686
VHAM
2145
Van Hulzen Asset Management
California
$516M +$43.1M +9% 302
MMEA
2146
Main Management ETF Advisors
California
$516M +$55.9M +12% 12
VV
2147
Verity & Verity
South Carolina
$515M +$42.8M +9% 118
UAS
2148
United Asset Strategies
New York
$515M +$58.2M +13% 218
VFCM
2149
Valley Forge Capital Management
Florida
$515M +$66.4M +15% 9
BMM
2150
Berkshire Money Management
Massachusetts
$514M +$29.8M +6% 38