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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
TC
2551
Triata Capital
Hong Kong
$857M +$344M +67% 29.1% 16 12.5%
FA
2552
Fiducient Advisors
Illinois
$856M +$38.8M +5% 5.75% 52.3% 172 19.77%
RWA
2553
River Wealth Advisors
Pennsylvania
$855M +$50.8M +6% 7.66% 80.3% 209 6.22%
GBT
2554
Grove Bank & Trust
Florida
$855M +$53M +7% 7.55% 71.8% 896 12.39%
MFWP
2555
Mosaic Family Wealth Partners
Missouri
$855M +$69.8M +9% 7.21% 67.5% 249 12.85%
NG
2556
Novem Group
New York
$854M +$60M +8% 6.38% 452 17.7%
PWPS
2557
Pinnacle Wealth Planning Services
Ohio
$853M +$93.1M +12% 6.53% 82.1% 514 17.7%
SWM
2558
Sendero Wealth Management
Texas
$853M +$51.7M +6% 8.46% 86.3% 198 9.6%
CC
2559
Criteria Caixa
Spain
$853M +$91.1M +12% 13.6% 35.5% 22 27.27%
RCIM
2560
Red Cedar Investment Management
Michigan
$853M +$61M +8% 9.77% 81.4% 85 8.24%
RC
2561
Rivulet Capital
New Jersey
$852M -$178M -17% 1.52% 27.4% 16 18.75%
SC
2562
Slow Capital
California
$851M +$34.6M +4% 7.35% 124% 121 5.79%
BOTOTLSJU
2563
Board of Trustees of The Leland Stanford Junior University
California
$851M -$73M -8% 19% 142% 24 29.17%
MCM
2564
Mattern Capital Management
Colorado
$851M +$18.2M +2% 2.4% 31.5% 174 3.45%
FPCP
2565
Fort Point Capital Partners
California
$849M -$538M -39% 6.08% 62.2% 326 37.42%
LEA
2566
Legacy Edge Advisors
New York
$849M +$99.9M +13% 5.43% 216 14.35%
IWS
2567
Insight Wealth Strategies
California
$849M +$57.1M +7% 6.82% 79.5% 187 17.11%
MFT
2568
Moisand Fitzgerald Tamayo
Florida
$849M +$58M +7% 5.63% 48.1% 599 6.51%
SFBLI
2569
Southern Farm Bureau Life Insurance
Mississippi
$848M +$65.7M +8% 5.72% 47.4% 16 0%
QWM
2570
Quadcap Wealth Management
Texas
$848M +$60.3M +8% 8.52% 435 16.09%
PWAM
2571
Private Wealth Asset Management
Iowa
$848M +$94M +12% 7.18% 1,148 10.19%
CA
2572
Cortland Associates
Missouri
$847M -$10.2M -1% 2.45% 57.1% 65 10.77%
RIA
2573
RPG Investment Advisory
California
$847M +$42.6M +5% 11.5% 155% 87 5.75%
GWWM
2574
Great Waters Wealth Management
Minnesota
$846M +$77.6M +10% 5.92% 46.3% 117 8.55%
KWM
2575
Keebeck Wealth Management
Illinois
$846M +$81.9M +11% 7.38% 81.3% 380 17.89%