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
TAA
2126
TB Alternative Assets
Cayman Islands
$528M +$72.1M +16% 36
FCM
2127
Fairholme Capital Management
Florida
$528M +$52.5M +11% 4
AWCI
2128
Alpine Woods Capital Investors
New York
$527M -$14.9M -3% 293
KPW
2129
Kore Private Wealth
New York
$527M +$82.2M +19% 1,105
RC
2130
Roundview Capital
New Jersey
$526M +$62.8M +14% 230
BCP
2131
Blue Chip Partners
Michigan
$526M +$53M +11% 157
JFA
2132
JNBA Financial Advisors
Minnesota
$524M +$32.8M +7% 648
AIP
2133
Almanack Investment Partners
Pennsylvania
$524M +$8.52M +2% 258
AC
2134
Adelphi Capital
United Kingdom
$524M +$61.1M +13% 3
WAM
2135
Weatherly Asset Management
California
$523M +$54.1M +12% 184
GSWM
2136
Golden State Wealth Management
California
$523M +$220M +73% 1,109
TIM
2137
Total Investment Management
Arizona
$523M +$30.1M +6% 62
SSWM
2138
Sheets Smith Wealth Management
North Carolina
$523M +$36.9M +8% 333
HWA
2139
Heartwood Wealth Advisors
Virginia
$523M 85
FAT
2140
First American Trust
California
$522M +$24M +5% 151
NFT
2141
Nan Fung Trinity
Hong Kong
$522M 28
WMA
2142
White Mountains Advisors
Connecticut
$522M +$15.5M +3% 3
AA
2143
Apriem Advisors
California
$522M +$70.5M +16% 145
CAM
2144
Claret Asset Management
Quebec, Canada
$521M +$39.4M +8% 208
OIM
2145
Oracle Investment Management
Connecticut
$520M +$118M +29% 18
TWM
2146
Tanglewood Wealth Management
Texas
$520M +$61.2M +13% 19
SC
2147
Serenity Capital
California
$519M +$85.9M +20% 8
WCM
2148
Weld Capital Management
New York
$519M -$26.6M -5% 1,086
SIA
2149
Soltis Investment Advisors
Utah
$519M 153
MWM
2150
Merriman Wealth Management
Washington
$519M +$24.5M +5% 197