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
WAG
2251
Winthrop Advisory Group
Massachusetts
$832M -$1.48M -0.2% 168
BC
2252
BIT Capital
Germany
$830M -$312M -27% 125
PFCS
2253
Pale Fire Capital SE
Czech Republic
$830M +$403M +95% 70
SC
2254
Sierra Capital
Florida
$830M -$13.3M -2% 203
4WM
2255
49 Wealth Management
Texas
$830M +$128M +18% 209
TFA
2256
Toth Financial Advisory
Virginia
$830M -$19.6M -2% 762
LA
2257
LVW Advisors
New York
$830M +$13.3M +2% 327
SC
2258
Sagefield Capital
Texas
$830M -$92.1M -10% 137
ROC
2259
Running Oak Capital
Minnesota
$829M +$63.1M +8% 59
KW
2260
KWB Wealth
California
$829M +$22M +3% 154
WA
2261
Wealth Alliance
New York
$826M -$9.9M -1% 552
HTIM
2262
Harbour Trust & Investment Management
Indiana
$826M -$52.6M -6% 160
AP
2263
Archon Partners
New Jersey
$826M -$33.8M -4% 43
SI
2264
Sora Investors
Pennsylvania
$825M -$75.3M -8% 89
NW
2265
Naviter Wealth
Arkansas
$825M -$4.11M -0.5% 295
HT
2266
Heritage Trust
Oklahoma
$825M -$24.5M -3% 310
KTA
2267
Keeley-Teton Advisors
Illinois
$825M -$36.8M -4% 380
PHS
2268
Pekin Hardy Strauss
Illinois
$825M +$36.3M +5% 392
VCP
2269
Vista Capital Partners
Oregon
$824M -$35.9M -4% 120
WA
2270
Waddell & Associates
Tennessee
$824M -$157M -16% 164
OWA
2271
Octavia Wealth Advisors
Ohio
$824M -$583K -0.1% 239
TPWA
2272
TRUE Private Wealth Advisors
Oregon
$823M -$592K -0.1% 245
JWM
2273
Jackson Wealth Management
Florida
$823M -$58.7M -7% 203
DP
2274
DDD Partners
Washington
$823M +$9.33M +1% 108
PJWM
2275
Philip James Wealth Mangement
Georgia
$822M +$48.5M +6% 191