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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
BWP
2901
BSW Wealth Partners
Colorado
$504M +$54.8M +12% 10.4% 75.4% 283 15.9%
KHLMTHM
2902
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$504M +$34.8M +7% 11.7% 64.1% 89 17.98%
AO
2903
Allen Operations
New York
$504M +$51.4M +11% 27.2% 221% 40 20%
EECFX
2904
EnCap Energy Capital Fund XI
Texas
$504M -$267M -35% 4.1% 21% 3 66.67%
OAM
2905
Ophir Asset Management
Australia
$504M +$79.4M +19% 18.1% 167% 38 47.37%
CFM
2906
Crawford Fund Management
Massachusetts
$503M 13.4% 247
NAS
2907
NWF Advisory Services
California
$502M +$77.6M +18% 10.6% 111% 322 15.22%
CAS
2908
Coppell Advisory Solutions
Texas
$502M +$211M +73% 9.03% 1,944 49.49%
FCA
2909
FinTrust Capital Advisors
South Carolina
$502M +$51.3M +11% 9.47% 23.6% 1,378 19.23%
SWM
2910
Stockman Wealth Management
Montana
$501M +$47.1M +10% 9.74% 61.9% 190 9.47%
FSCM
2911
Front Street Capital Management
Montana
$501M +$45.7M +10% 9.61% 259% 96 10.42%
FSA
2912
Fort Sheridan Advisors
Illinois
$501M +$60.1M +14% 12.3% 87.2% 213 14.55%
OHIS
2913
Oak Harvest Investment Services
Texas
$501M +$28.4M +6% 9.02% 112% 117 12.82%
SBLIC
2914
Security Benefit Life Insurance Company
Kansas
$501M -$109M -18% 6.53% 60.6% 52 21.15%
IIA
2915
IPG Investment Advisors
California
$500M +$46.4M +10% 12.8% 78.6% 216 38.43%
SC
2916
Shay Capital
New York
$500M -$210M -30% 12% 136% 468 66.03%
HPIA
2917
Hamilton Point Investment Advisors
North Carolina
$500M +$94.7M +23% 9.69% 79.3% 157 16.56%
1WA
2918
180 Wealth Advisors
Washington
$500M +$55.4M +12% 12.4% 136% 401 10.97%
CWP
2919
Concord Wealth Partners
Virginia
$499M +$28.8M +6% 7.82% 66% 1,057 26.58%
AMG
2920
Asset Management Group
Connecticut
$499M +$44.5M +10% 10.8% 45% 131 4.58%
WI
2921
WBI Investments
New Jersey
$499M +$2.13M +0.4% 9.82% 74.4% 240 45%
ERFOTCOFW
2922
Employees Retirement Fund of the City of Fort Worth
Texas
$499M +$44.8M +10% 9.92% 32.5% 13 0%
WEG
2923
World Equity Group
Illinois
$499M +$17.4M +4% 11.2% 99% 380 25.53%
HMH
2924
Hackensack Meridian Health
New Jersey
$498M -$176M -26% 8.42% 44.2% 6 33.33%
BMM
2925
Buffington Mohr McNeal
Idaho
$498M +$57.8M +13% 13% 29.3% 133 12.78%