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
AIP
2126
Almanack Investment Partners
Pennsylvania
$524M +$8.52M +2% 258
AC
2127
Adelphi Capital
United Kingdom
$524M +$61.1M +13% 3
WAM
2128
Weatherly Asset Management
California
$523M +$54.1M +12% 184
GSWM
2129
Golden State Wealth Management
California
$523M +$220M +73% 1,109
TIM
2130
Total Investment Management
Arizona
$523M +$30.1M +6% 62
SSWM
2131
Sheets Smith Wealth Management
North Carolina
$523M +$36.9M +8% 333
HWA
2132
Heartwood Wealth Advisors
Virginia
$523M 85
FAT
2133
First American Trust
California
$522M +$24M +5% 151
NFT
2134
Nan Fung Trinity
Hong Kong
$522M 28
WMA
2135
White Mountains Advisors
Connecticut
$522M +$15.5M +3% 3
AA
2136
Apriem Advisors
California
$522M +$70.5M +16% 145
CAM
2137
Claret Asset Management
Quebec, Canada
$521M +$39.4M +8% 208
OIM
2138
Oracle Investment Management
Connecticut
$520M +$118M +29% 18
TWM
2139
Tanglewood Wealth Management
Texas
$520M +$61.2M +13% 19
SC
2140
Serenity Capital
California
$519M +$85.9M +20% 8
WCM
2141
Weld Capital Management
New York
$519M -$26.6M -5% 1,086
SIA
2142
Soltis Investment Advisors
Utah
$519M 153
MWM
2143
Merriman Wealth Management
Washington
$519M +$24.5M +5% 197
CCA
2144
Checchi Capital Advisers
California
$518M +$39.2M +8% 459
CWM
2145
Cabot Wealth Management
Massachusetts
$518M +$44.5M +9% 136
MCM
2146
Maple Capital Management
Vermont
$517M +$52.7M +11% 128
AWG
2147
Alpha Wave Global
New York
$517M +$46.8M +10% 24
SAM
2148
Skyline Asset Management
Illinois
$517M +$10.4M +2% 63
ED
2149
Exane Derivatives
France
$516M +$6.02M +1% 686
VHAM
2150
Van Hulzen Asset Management
California
$516M +$43.1M +9% 302