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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
BDWCC
2701
B&D White Capital Company
Texas
$781M +$124M +19% 6.15% 38.1% 97 44.33%
TFM
2702
TFC Financial Management
Massachusetts
$781M +$50.5M +7% 6.82% 60% 1,062 14.69%
JBA
2703
Johnson Bixby & Associates
Washington
$780M +$52M +7% 5.11% 44.1% 125 4.8%
FHB
2704
First Hawaiian Bank
Hawaii
$780M +$42.9M +6% 6.62% 67.1% 96 2.08%
CP
2705
Coho Partners
Pennsylvania
$779M -$564M -42% 4.24% 35.6% 34 5.88%
PA
2706
Planning Alternatives
Michigan
$779M +$60.1M +8% 7.33% 69.6% 89 11.24%
HP
2707
Hound Partners
New York
$779M +$38.7M +5% 10.5% 19.7% 35 34.29%
GC
2708
Gilbert & Cook
Iowa
$778M +$38.3M +5% 6.64% 63.2% 222 12.61%
SHJ
2709
Sharkey, Howes & Javer
Colorado
$778M +$32.2M +4% 6.68% 54.6% 169 14.79%
IBOK
2710
Independence Bank of Kentucky
Kentucky
$778M +$72.2M +10% 7.83% 80.6% 640 6.56%
DA
2711
Dillon & Associates
Michigan
$778M +$41.1M +6% 8.24% 98.2% 78 3.85%
PPWP
2712
Premier Path Wealth Partners
New Jersey
$777M +$58.6M +8% 8.04% 400 5.75%
CFO
2713
CVA Family Office
Colorado
$777M +$65.3M +9% 7.3% 71.6% 1,354 9.68%
AFA
2714
American Financial Advisors
Georgia
$776M +$60.3M +8% 5.44% 52.7% 167 8.98%
LSPW
2715
Lake Street Private Wealth
Illinois
$776M +$73M +10% 8.63% 92.5% 282 10.99%
AAA
2716
Adams Asset Advisors
Texas
$776M +$64.9M +9% 9.87% 63.2% 81 1.23%
TWP
2717
Triad Wealth Partners
Kansas
$775M +$280M +57% 7.11% 385 29.87%
BIG
2718
Brookwood Investment Group
Arizona
$775M +$154M +25% 9.78% 556 32.73%
RMC
2719
Resources Management Corp
Connecticut
$774M +$37.3M +5% 9.14% 78.5% 431 6.5%
PWA
2720
Provenance Wealth Advisors
Florida
$774M +$77.5M +11% 7.45% 55.9% 445 7.19%
EAM
2721
EFG Asset Management
Oregon
$773M +$65.6M +9% 14.6% 211% 182 19.23%
SAM
2722
Southernsun Asset Management
Tennessee
$772M +$59.6M +8% 12.2% 54.7% 31 0%
PFC
2723
Phocas Financial Corp
California
$771M +$76M +11% 11.2% 162 21.6%
LWL
2724
Leo Wealth LLC
Texas
$771M -$515M -40% 6.44% 404 33.91%
WAM
2725
Wallington Asset Management
Indiana
$771M +$60.2M +8% 8.37% 108% 73 5.48%