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
SFWA
2401
Summit Financial Wealth Advisors
Louisiana
$379M +$70.5M +23% 140
BPI
2402
Battery Partners IX
Massachusetts
$378M +$104M +38% 4
RWA
2403
Ropes Wealth Advisors
Massachusetts
$378M +$30.7M +9% 551
AA
2404
Apriem Advisors
California
$378M +$93.5M +33% 144
VFCM
2405
Valley Forge Capital Management
Florida
$378M +$113M +43% 10
1SAMC
2406
12th Street Asset Management Company
Tennessee
$377M +$73.3M +24% 29
CWM
2407
Campbell Wealth Management
Virginia
$376M +$52.1M +16% 60
MD
2408
Money Design
Japan
$376M +$60.6M +19% 47
LA
2409
LVW Advisors
New York
$375M +$79M +27% 184
COI
2410
Capital One Investing
Virginia
$375M +$92.1M +33% 188
OCG
2411
Opus Capital Group
Ohio
$375M -$105M -22% 229
CAM
2412
Columbia Asset Management
Michigan
$375M +$45.7M +14% 221
PPSG
2413
Princeton Portfolio Strategies Group
New Jersey
$375M +$53.6M +17% 153
NGM
2414
North Growth Management
British Columbia, Canada
$374M +$16.9M +5% 44
OCM
2415
Opti Capital Management
New York
$374M +$164M +78% 32
EPM
2416
Elm Partners Management
Pennsylvania
$374M +$83.9M +29% 38
SAA
2417
Southeast Asset Advisors
Georgia
$373M +$39.1M +12% 119
BB
2418
Bell Bank
North Dakota
$373M +$46.5M +14% 150
GC
2419
Greenvale Capital
United Kingdom
$373M +$162M +76% 15
PRCP
2420
Pacific Ridge Capital Partners
Oregon
$373M +$73.3M +24% 137
QF
2421
QVT Financial
New York
$373M +$69.2M +23% 57
SCM
2422
Simcoe Capital Management
New York
$372M +$69.5M +23% 15
TAM
2423
Trust Asset Management
Texas
$372M +$206M +125% 22
LTI
2424
Laffer Tengler Investments
Tennessee
$372M +$33.7M +10% 199
CC
2425
ClearArc Capital
Ohio
$372M +$37.8M +11% 376