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
HWA
2251
Heartwood Wealth Advisors
Virginia
$751M +$73.1M +11% 157
FM
2252
Freemont Management
Switzerland
$750M +$130M +21% 91
VIA
2253
Vantagepoint Investment Advisers
District of Columbia
$750M +$136M +22% 9
IL
2254
Investure LLC
Virginia
$750M +$281M +60% 15
VCP
2255
Vista Capital Partners
Oregon
$750M +$80.8M +12% 89
AA
2256
Apriem Advisors
California
$748M +$66.1M +10% 154
BRIM
2257
Broad Run Investment Management
Virginia
$748M -$8.41M -1% 26
SCA
2258
Summit Creek Advisors
Minnesota
$747M +$12.2M +2% 70
BCMO
2259
Buckingham Capital Management (Ohio)
Ohio
$747M +$90.6M +14% 124
SCM
2260
Scopia Capital Management
New York
$747M -$17.9M -2% 42
RCM
2261
Radcliffe Capital Management
Pennsylvania
$747M -$57.2M -7% 491
ACM
2262
Ashford Capital Management
Delaware
$746M +$67.1M +10% 95
RCYC
2263
Richard C. Young & Co
Rhode Island
$746M +$43.7M +6% 79
SOS
2264
Silver Oak Securities
Tennessee
$745M +$285M +62% 549
QC
2265
Quent Capital
New York
$744M +$103M +16% 1,374
DP
2266
DDD Partners
Washington
$744M +$50.6M +7% 92
WA
2267
Waddell & Associates
Tennessee
$744M +$59.9M +9% 176
MCM
2268
Manchester Capital Management
Vermont
$743M +$69.6M +10% 1,106
AAA
2269
Adams Asset Advisors
Texas
$743M -$2.19M -0.3% 79
NFG
2270
Nadler Financial Group
Illinois
$742M +$82.2M +12% 112
PWA
2271
Provenance Wealth Advisors
Florida
$742M +$123M +20% 623
GWM
2272
GDS Wealth Management
Texas
$742M +$106M +17% 136
CIPU
2273
Caledonia Investments plc (UK)
United Kingdom
$741M +$59.2M +9% 13
SGCA
2274
Steel Grove Capital Advisors
Tennessee
$740M -$8.33M -1% 212
SFO
2275
Stokes Family Office
Louisiana
$740M -$112M -13% 353