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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
ROTUOC
2476
Regents of the University of California
California
$527M +$34.1M +7% 11.8% 63% 39 17.95%
WAG
2477
Winthrop Advisory Group
Massachusetts
$527M +$60.4M +13% 5.37% 70.4% 127 13.39%
KW
2478
KWB Wealth
California
$526M +$25.2M +5% 7.47% 49.1% 128 32.03%
QIM
2479
Quantitative Investment Management
Virginia
$526M -$76.3M -13% 5.31% 35.3% 351 65.81%
TCM
2480
Teza Capital Management
Illinois
$526M +$43M +9% 11.6% 65.2% 755 56.56%
SLG
2481
Stanley-Laman Group
Pennsylvania
$525M -$2.34M -0.4% 5.61% 82.9% 259 26.64%
GWM
2482
GDS Wealth Management
Texas
$524M +$74.5M +17% 8.16% 46.2% 118 12.71%
LCM
2483
Legato Capital Management
California
$524M +$137M +36% 11.3% 177% 869 98.5%
VCM
2484
Vision Capital Management
Oregon
$523M +$38.9M +8% 7.82% 56.4% 95 5.26%
MW
2485
MBL Wealth
North Carolina
$523M +$59.3M +13% 6.2% 47.7% 176 15.91%
WP
2486
WealthShield Partners
North Carolina
$522M +$18M +4% 7.34% 53.5% 319 19.44%
FEG
2487
Financial Enhancement Group
Indiana
$522M +$89.2M +21% 7.78% 57.5% 342 72.22%
LF
2488
Lannebo Fonder
Sweden
$521M +$19.7M +4% 3.91% 49.8% 36 11.11%
SVCF
2489
Silicon Valley Community Foundation
California
$520M -$286M -35% 8.26% 309% 23 21.74%
CFA
2490
Cahill Financial Advisors
Minnesota
$520M +$45.9M +10% 8.75% 45.2% 233 12.45%
GWANC
2491
Guardian Wealth Advisors (North Carolina)
North Carolina
$520M -$16.4M -3% 5.97% 47.5% 399 18.05%
OAM
2492
Ophir Asset Management
Australia
$520M -$29.1M -5% 11.4% 167% 41 60.98%
RWA
2493
River Wealth Advisors
Pennsylvania
$519M +$55.2M +12% 9.41% 67.7% 211 8.53%
BBNA
2494
Bremer Bank National Association
Minnesota
$518M +$69.9M +16% 8.99% 37.4% 215 17.21%
RIA
2495
RPG Investment Advisory
California
$518M +$54.7M +12% 13% 123% 88 10.23%
CF
2496
Clarity Financial
Texas
$518M +$90.5M +21% 44.6% 56.8% 106 24.53%
IWS
2497
Insight Wealth Strategies
California
$517M -$21.1M -4% 7.81% 79.5% 159 25.16%
ICM
2498
Indaba Capital Management
California
$517M -$133M -20% 6.92% 66.7% 43 18.6%
SAM
2499
Sectoral Asset Management
Quebec, Canada
$517M +$9.2M +2% 4.07% 166% 131 25.19%
HCA
2500
Heck Capital Advisors
Wisconsin
$516M +$30.4M +6% 8.02% 59.4% 150 18.67%