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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
TFA
2851
Tobias Financial Advisors
Florida
$718M +$10.4M +1% 0.39% 35.5% 157 15.92%
WRPWM
2852
Werba Rubin Papier Wealth Management
California
$718M +$349M +95% 0.68% 67% 300 30%
SAM
2853
Sycomore Asset Management
France
$718M +$113M +19% 9.87% 151% 75 16%
HIM
2854
Herald Investment Management
United Kingdom
$718M -$47.9M -6% 9.81% 493% 100 6%
LOPW
2855
Live Oak Private Wealth
North Carolina
$717M -$16.9M -2% 2.41% 65% 210 7.14%
NI
2856
Nuance Investments
Missouri
$717M -$190M -21% 2.09% 6.33% 53 33.96%
AFG
2857
Arkansas Financial Group
Arkansas
$717M +$23.5M +3% 1.21% 39.1% 95 4.21%
CFO
2858
Cambient Family Office
Michigan
$716M +$15.6M +2% 2.12% 282 15.25%
AIM
2859
Anatole Investment Management
Hong Kong
$716M +$116M +19% 79.7% 1,629% 23 69.57%
BFO
2860
Biltmore Family Office
North Carolina
$716M -$8.85M -1% 1.97% 73.5% 356 15.73%
OCM
2861
Ovata Capital Management
Hong Kong
$715M -$108M -13% 5.55% 69.1% 64 57.81%
SPG
2862
Strategic Planning Group
Utah
$715M -$61.5M -8% 1.51% 92 42.39%
LFA
2863
Legacy Financial Advisors
Kentucky
$715M -$7.81M -1% 0.52% 65.8% 431 16.01%
NIM
2864
Nexus Investment Management
Ontario, Canada
$715M -$18.7M -3% 1.76% 77.5% 75 13.33%
FHB
2865
First Hawaiian Bank
Hawaii
$715M -$36.5M -5% 1.5% 67.1% 91 6.59%
CFGSD
2866
Compass Financial Group (South Dakota)
South Dakota
$715M +$14.5M +2% 2% 48.6% 108 7.41%
ECM
2867
EagleClaw Capital Management
Massachusetts
$714M +$23M +3% 7.71% 96.5% 151 8.61%
GEA
2868
Glen Eagle Advisors
New Jersey
$714M -$20.7M -3% 0.89% 63% 1,067 6.28%
ACGDR
2869
Atmos Capital Gestao de Recursos
Brazil
$714M -$46.8M -6% 10.3% 210% 16 0%
ACA
2870
Affinity Capital Advisors
California
$713M -$9.42M -1% 2.57% 62% 189 12.7%
LS
2871
Leelyn Smith
Illinois
$713M +$21.5M +3% 0.36% 77.3% 162 12.35%
IWP
2872
Insight Wealth Partners
Texas
$713M -$16.7M -2% 0.42% 38.9% 131 20.61%
DCM
2873
Dimension Capital Management
Florida
$713M -$1.69M -0.2% 1.16% 59.4% 130 17.69%
TLP
2874
Tri Locum Partners
New York
$713M -$57.6M -7% 0.53% 378% 21 47.62%
DCM
2875
Defilade Capital Management
California
$712M -$25.6M -3% 0.08% 42 47.62%