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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
Legacy Financial Group (Iowa)
3226
Legacy Financial Group (Iowa)
Iowa
$365M +$31.5M +9% 3.74% 34.4% 49 12.24%
BA
3227
Bellwether Advisors
Nebraska
$365M +$20.7M +6% 6.23% 85% 549 28.96%
WSIB
3228
Washington State Investment Board
Washington
$365M +$128M +54% 57.3% 613% 2 0%
BWM
3229
Brickley Wealth Management
California
$365M +$28.2M +8% 7.2% 62.6% 41 12.2%
TCPWM
3230
Traverso Chambers Private Wealth Management
California
$365M +$16.9M +5% 4.29% 16.4% 115 6.96%
PAM
3231
Paradigm Asset Management
New York
$364M +$7.97M +2% 1.56% 51.6% 544 16.73%
PCI
3232
Planning Center Inc
Illinois
$364M +$35.2M +11% 5.51% 38.9% 73 15.07%
MGI
3233
MayTech Global Investments
New York
$364M +$62.2M +21% 33.5% 158% 63 52.38%
LC
3234
Lincoln Capital
Nebraska
$364M +$16.6M +5% 4.79% 63.8% 106 7.55%
SAM
3235
Summit Asset Management
Tennessee
$363M +$17.8M +5% 5.2% 43.3% 154 3.25%
PWA
3236
Peterson Wealth Advisors
Utah
$363M +$32.1M +10% 5.43% 38.9% 63 1.59%
CC
3237
Cadinha & Co
Hawaii
$363M -$84.8M -19% 9.07% 123% 102 12.75%
SFG
3238
SevenBridge Financial Group
Pennsylvania
$363M +$20.8M +6% 5.4% 70.4% 182 7.69%
SI
3239
Sora Investors
Pennsylvania
$363M +$72.6M +25% 14.4% 94.3% 50 62%
CSNH
3240
Crow's Nest Holdings
Virginia
$362M +$60.8M +20% 14.5% 100% 9 11.11%
MIM
3241
Monashee Investment Management
Massachusetts
$362M +$130M +56% 7.4% 447% 71 61.97%
FRA
3242
Frank Rimerman Advisors
California
$362M +$40.9M +13% 12% 133% 109 12.84%
SFP
3243
Sweet Financial Partners
Minnesota
$362M +$21.1M +6% 4.55% 22.4% 180 12.22%
CAWM
3244
Capital Advisors Wealth Management
Washington
$361M +$31.4M +10% 5.03% 63.8% 154 21.43%
LI
3245
Lafayette Investments
Maryland
$361M +$5.81M +2% 4.11% 63.2% 126 5.56%
TFF
3246
The Family Firm
Maryland
$361M +$19M +6% 4.71% 40.2% 185 6.49%
WAM
3247
Wilson Asset Management
Australia
$361M +$31.3M +9% 7.41% 59.3% 34 26.47%
FMTC
3248
Farmers & Merchants Trust Company
California
$361M +$5.82M +2% 5.2% 61% 191 16.23%
VW
3249
Vantage Wealth
California
$361M -$27.6M -7% 1.92% 56.1% 38 13.16%
IWP
3250
IAG Wealth Partners
Wisconsin
$360M +$21M +6% 5.29% 41.4% 491 19.96%