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
WFAG
2151
Wescott Financial Advisory Group
Pennsylvania
$861M +$56.9M +7% 169
MC
2152
Middleton & Co
Massachusetts
$861M -$6.45M -0.7% 174
VFP
2153
Verus Financial Partners
Virginia
$860M +$6.39M +0.7% 100
DGM
2154
Darwin Global Management
Jersey
$859M +$108M +14% 17
CA
2155
CGN Advisors
Kansas
$859M +$71.3M +9% 273
HH
2156
Hilltop Holdings
Texas
$858M -$42.2M -5% 669
CAM
2157
Carret Asset Management
New York
$857M +$7.61M +0.9% 283
GWANC
2158
Guardian Wealth Advisors (North Carolina)
North Carolina
$855M +$37.9M +5% 473
CT
2159
Coastline Trust
Rhode Island
$854M +$26.6M +3% 255
PP
2160
Prospector Partners
Connecticut
$853M -$10.4M -1% 101
KI
2161
Koch Industries
Kansas
$853M +$191M +29% 8
SFO
2162
Stokes Family Office
Louisiana
$853M +$52.4M +7% 232
TCMNY
2163
Thrive Capital Management (New York)
New York
$852M +$148M +21% 4
OA
2164
Oxbow Advisors
Texas
$852M +$124M +17% 248
TFP
2165
Triple Frond Partners
California
$852M -$26.3M -3% 12
NA
2166
Navellier & Associates
Nevada
$852M +$40.1M +5% 381
CIA
2167
CCM Investment Advisers
South Carolina
$852M +$15.4M +2% 79
NPCM
2168
North Peak Capital Management
New York
$851M -$48.3M -5% 10
D
2169
Diversified
Delaware
$851M +$124M +17% 241
NFG
2170
Nadler Financial Group
Illinois
$851M +$39.7M +5% 118
AW
2171
Atlas Wealth
Ohio
$850M +$645M +315% 250
MHIC
2172
Marble Harbor Investment Counsel
Massachusetts
$850M -$17.6M -2% 212
OPFM
2173
Optimus Prime Fund Management
Cayman Islands
$849M -$152M -15% 27
IP
2174
Isthmus Partners
Wisconsin
$849M -$31.8M -4% 207
MTWSIF
2175
Mivtachim The Workers Social Insurance Fund
Israel
$849M -$189M -18% 45