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
SI
2276
Sora Investors
Pennsylvania
$825M -$75.3M -8% 89
NW
2277
Naviter Wealth
Arkansas
$825M -$4.11M -0.5% 295
HT
2278
Heritage Trust
Oklahoma
$825M -$24.5M -3% 310
KTA
2279
Keeley-Teton Advisors
Illinois
$825M -$36.8M -4% 380
PHS
2280
Pekin Hardy Strauss
Illinois
$825M +$36.3M +5% 392
VCP
2281
Vista Capital Partners
Oregon
$824M -$35.9M -4% 120
WA
2282
Waddell & Associates
Tennessee
$824M -$157M -16% 164
OWA
2283
Octavia Wealth Advisors
Ohio
$824M -$583K -0.1% 239
TPWA
2284
TRUE Private Wealth Advisors
Oregon
$823M -$592K -0.1% 245
JWM
2285
Jackson Wealth Management
Florida
$823M -$58.7M -7% 203
DP
2286
DDD Partners
Washington
$823M +$9.33M +1% 108
PJWM
2287
Philip James Wealth Mangement
Georgia
$822M +$48.5M +6% 191
FSWA
2288
Financial Synergies Wealth Advisors
Texas
$822M +$15.6M +2% 85
BL
2289
BFSG LLC
California
$822M -$33.5M -4% 721
RA
2290
Rodgers & Associates
Pennsylvania
$820M -$19M -2% 102
DC
2291
Dendur Capital
New York
$820M -$53.1M -6% 25
SWA
2292
Strategies Wealth Advisors
Michigan
$818M +$15.5M +2% 184
BFS
2293
Bard Financial Services
Connecticut
$818M -$16.1M -2% 219
GAM
2294
Griffin Asset Management
New York
$817M -$34.2M -4% 219
TCG
2295
Tremblant Capital Group
Florida
$816M -$137M -14% 49
SAM
2296
Sawgrass Asset Management
Florida
$816M -$95.5M -10% 187
SAA
2297
Southeast Asset Advisors
Georgia
$816M +$397K +0% 192
CIA
2298
CCM Investment Advisers
South Carolina
$815M -$89.5M -10% 77
LRPA
2299
L. Roy Papp & Associates
Arizona
$815M -$41.4M -5% 179
GLLW
2300
Graves Light Lenhart Wealth
Virginia
$815M +$10.3M +1% 192