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
WFA
2151
Wellspring Financial Advisors
Ohio
$996M +$97.1M +11% 185
MIOT
2152
Massachusetts Institute of Technology
Massachusetts
$996M +$288M +41% 10
WDA
2153
Wendell David Associates
New Hampshire
$994M -$7.94M -0.8% 153
AE
2154
American Express
New York
$994M -$152M -13% 3
EP
2155
Eversept Partners
New York
$992M +$109M +12% 74
VFA
2156
Voya Financial Advisors
Connecticut
$991M +$85.1M +9% 240
NP
2157
Nilsine Partners
Colorado
$989M +$77M +8% 401
FWP
2158
Falcon Wealth Planning
California
$989M +$89.7M +10% 180
UIC
2159
Uniplan Investment Counsel
Wisconsin
$989M -$39.1M -4% 212
LOIM
2160
Liberty One Investment Management
Illinois
$988M +$149K +0% 147
MAA
2161
Matrix Asset Advisors
New York
$988M +$82M +9% 111
BST
2162
Bath Savings Trust
Maine
$988M +$21M +2% 167
PCMF
2163
Private Capital Management (Florida)
Florida
$987M +$91.6M +10% 150
GXJ
2164
Global X Japan
Japan
$987M +$117M +13% 373
6CM
2165
683 Capital Management
New York
$986M +$309K +0% 146
WA
2166
Wealth Architects
California
$984M +$77.9M +9% 239
TCM
2167
Telos Capital Management
California
$982M +$64.4M +7% 201
VFP
2168
Verus Financial Partners
Virginia
$981M +$105M +12% 111
SPWG
2169
Syntegra Private Wealth Group
Missouri
$980M +$125M +15% 185
AWA
2170
Aaron Wealth Advisors
Illinois
$979M +$107M +12% 525
TC
2171
Tairen Capital
Hong Kong
$979M -$534M -35% 109
VC
2172
Vivo Capital
California
$977M +$222M +29% 45
SEM
2173
Suncoast Equity Management
Florida
$977M +$91.9M +10% 89
NFG
2174
Nadler Financial Group
Illinois
$977M +$73.9M +8% 138
ANBT
2175
American National Bank & Trust
Texas
$976M +$75.8M +8% 733