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
WP
2426
WealthShield Partners
North Carolina
$907M +$24.9M +3% 598
FCM
2427
FJ Capital Management
Virginia
$906M -$30.8M -3% 182
BWP
2428
BlueStem Wealth Partners
Minnesota
$906M +$32.2M +4% 137
VH
2429
V3 Holding
New York
$905M +$76M +9% 1
NAS
2430
NWF Advisory Services
California
$905M -$6.32M -0.7% 440
CWM
2431
Cabot Wealth Management
Massachusetts
$905M +$2.93M +0.3% 143
LRPA
2432
L. Roy Papp & Associates
Arizona
$905M +$14.9M +2% 189
HVIA
2433
Hudson Valley Investment Advisors
New York
$904M -$56.6M -6% 179
SCM
2434
SIR Capital Management
New York
$904M -$211M -19% 99
JWBC
2435
J.W. Burns & Co
New York
$903M +$19.7M +2% 190
CIPU
2436
Caledonia Investments plc (UK)
United Kingdom
$902M -$114M -11% 17
PWA
2437
Provenance Wealth Advisors
Florida
$902M +$129M +17% 446
SWM
2438
Sendero Wealth Management
Texas
$902M +$48.8M +6% 202
DA
2439
Denali Advisors
California
$901M +$15.9M +2% 352
EPAM
2440
Euro Pacific Asset Management
Puerto Rico
$901M +$72.2M +9% 97
IP
2441
Isthmus Partners
Wisconsin
$901M +$450M +100% 222
MFG
2442
MidWestOne Financial Group
Iowa
$900M +$77M +9% 325
BPAMU
2443
BTG Pactual Asset Management US
New York
$900M +$51.5M +6% 341
FBCM
2444
Fort Baker Capital Management
California
$900M +$292M +48% 148
GWP
2445
Gateway Wealth Partners
Wisconsin
$898M +$158M +21% 484
ACA
2446
Atlas Capital Advisors
Wyoming
$898M 971
EI
2447
EAM Investors
California
$898M +$25.6M +3% 377
ACM
2448
Ashford Capital Management
Delaware
$898M -$96.4K -0% 120
GFG
2449
Goldstone Financial Group
Illinois
$897M +$52.1M +6% 226
CFP
2450
Catalyst Financial Partners
Massachusetts
$897M +$67.6M +8% 343