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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
NAMP
3276
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$380M +$28.9M +8% 9.95% 73.1% 145 4.83%
HAS
3277
HBW Advisory Services
California
$380M +$4.64M +1% 6.1% 62.1% 284 26.06%
SNB
3278
Security National Bank
Nebraska
$380M +$39.8M +12% 11.1% 113% 100 6%
SL
3279
Systelligence LLC
Minnesota
$380M +$21.4M +6% 5.39% 57.3% 50 22%
PCM
3280
Punch Card Management
Florida
$380M +$17.8M +5% 5.62% 41% 3 0%
C
3281
Cliffwater
California
$380M -$40.3M -10% 5.28% 28.5% 24 0%
OWA
3282
Octavia Wealth Advisors
Ohio
$379M +$43.3M +13% 7.03% 67.9% 177 14.69%
LS
3283
Liquid Strategies
Georgia
$379M +$58M +18% 4.72% 46.8% 7 0%
GMA
3284
Goldstein Munger & Associates
California
$379M +$21.1M +6% 6.37% 11.9% 34 2.94%
EWF
3285
Epstein & White Financial
California
$379M +$35.6M +10% 6.29% 51% 100 21%
WF
3286
WoodTrust Financial
Wisconsin
$379M +$39.2M +12% 7.2% 71.9% 129 20.93%
IBT
3287
International Biotechnology Trust
United Kingdom
$379M +$697K +0.2% 5.7% 11.1% 70 25.71%
TGM
3288
Tenzing Global Management
California
$378M +$66.5M +21% 2.52% 218% 14 42.86%
HC
3289
HNP Capital
New York
$378M +$41M +12% 5.83% 52.4% 149 4.7%
SQA
3290
Simon Quick Advisors
New Jersey
$378M +$38M +11% 8.09% 69.5% 489 13.5%
FM
3291
Family Management
New York
$378M +$59.5M +19% 8.1% 58.5% 208 26.44%
FAAM
3292
First Ascent Asset Management
Colorado
$377M +$102M +37% 4.16% 4.15% 24 8.33%
SAM
3293
Synergy Asset Management
Washington
$377M +$43.2M +13% 8.68% 97.3% 139 64.03%
SHJ
3294
Sharkey, Howes & Javer
Colorado
$377M +$57M +18% 6.02% 54.6% 83 14.46%
PWMG
3295
Prestige Wealth Management Group
New Jersey
$377M +$10.9M +3% 5.77% 50.3% 1,065 5.82%
CWP
3296
CFM Wealth Partners
Texas
$377M +$45M +14% 12.4% 116% 179 7.82%
BCB
3297
Brian C. Broderick
$376M +$29M +8% 7.34% 64.8% 81 3.7%
IIC
3298
Ironwood Investment Counsel
Arizona
$376M +$28.1M +8% 6.48% 54.7% 205 4.39%
BIC
3299
B&I Capital
Switzerland
$376M +$31.9M +9% 11.6% 15.9% 35 22.86%
SIMM
3300
Stillwater Investment Management (Minnesota)
Minnesota
$376M +$28M +8% 7.21% 72.3% 82 3.66%