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
GWM
2426
GDS Wealth Management
Texas
$524M +$74.5M +17% 118
LCM
2427
Legato Capital Management
California
$524M +$137M +36% 869
VCM
2428
Vision Capital Management
Oregon
$523M +$38.9M +8% 95
MW
2429
MBL Wealth
North Carolina
$523M +$59.1M +13% 175
WP
2430
WealthShield Partners
North Carolina
$522M +$18M +4% 319
FEG
2431
Financial Enhancement Group
Indiana
$522M +$89.2M +21% 342
DC
2432
Dendur Capital
New York
$521M +$49.3M +10% 17
LF
2433
Lannebo Fonder
Sweden
$521M +$19.7M +4% 36
SVCF
2434
Silicon Valley Community Foundation
California
$520M -$286M -35% 23
CFA
2435
Cahill Financial Advisors
Minnesota
$520M +$45.9M +10% 233
GWANC
2436
Guardian Wealth Advisors (North Carolina)
North Carolina
$520M -$16.4M -3% 399
CCM
2437
CAAS Capital Management
New York
$520M -$241M -32% 754
OAM
2438
Ophir Asset Management
Australia
$520M -$29.1M -5% 41
RWA
2439
River Wealth Advisors
Pennsylvania
$519M +$55.2M +12% 211
BBNA
2440
Bremer Bank National Association
Minnesota
$518M +$69.9M +16% 215
RIA
2441
RPG Investment Advisory
California
$518M +$54.7M +12% 88
CF
2442
Clarity Financial
Texas
$518M +$90.9M +21% 104
IWS
2443
Insight Wealth Strategies
California
$517M -$21.1M -4% 159
ICM
2444
Indaba Capital Management
California
$517M -$133M -20% 44
SAM
2445
Sectoral Asset Management
Quebec, Canada
$517M +$9.2M +2% 131
HCA
2446
Heck Capital Advisors
Wisconsin
$516M +$30.4M +6% 150
BEAM
2447
Baker Ellis Asset Management
Washington
$516M +$57.3M +12% 222
OCG
2448
Opus Capital Group
Ohio
$516M +$54.4M +12% 124
AF
2449
Atlas FRM
Connecticut
$515M +$175M +52% 8
KFS
2450
Kurt F. Somerville
$515M +$16.6M +3% 118