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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
WCA
3426
Westover Capital Advisors
Delaware
$203M +$10.1M +5% 4.4% 117% 153 24.18%
SNB
3427
Security National Bank
Nebraska
$202M +$9.57M +5% 3.73% 113% 74 6.76%
JWM
3428
Jupiter Wealth Management
Colorado
$202M -$5.79M -3% 3.48% 85.9% 87 18.39%
GP
3429
Galileo PTC
British Virgin Islands
$202M -$48.4M -19% 18.8% 145% 2 0%
HLA
3430
Hamilton Lane Advisors
Pennsylvania
$202M +$12.9M +7% 0.44% 187% 65 47.69%
DI
3431
Diligent Investors
California
$201M +$25.7M +15% 5.53% 71.9% 225 12.44%
EA
3432
Ecofin Advisors
United Kingdom
$201M +$56.1M +39% 5.01% 77% 35 34.29%
RIM
3433
Rush Island Management
New York
$201M +$32.4M +19% 1.19% 2.61% 24 45.83%
RCS
3434
Retirement Capital Strategies
California
$201M +$2.77M +1% 2.32% 50.2% 57 22.81%
BA
3435
Bard Associates
Illinois
$200M +$2M +1% 6.46% 200% 175 17.71%
WCG
3436
Wall Capital Group
Arizona
$200M +$13.1M +7% 3.23% 24 12.5%
BWM
3437
Biltmore Wealth Management
Arizona
$200M +$12.1M +6% 2.62% 55.6% 58 34.48%
NU
3438
Northwestern University
Illinois
$200M +$34.8M +21% 1.98% 31.6% 5 20%
GF
3439
Goodman Financial
Texas
$200M +$3.25M +2% 2.53% 49.4% 48 14.58%
NFGCM
3440
Norman Fields Gottscho Capital Management
New York
$199M +$9.09M +5% 5.5% 94% 72 2.78%
UFF
3441
USA Financial Formulas
Michigan
$199M +$40.6M +26% 1.71% 78% 120 0%
SHA
3442
Shelter Harbor Advisors
Connecticut
$199M +$2.02M +1% 4.72% 33 66.67%
ACM
3443
Alight Capital Management
New York
$199M +$29.3M +17% 12.5% 311% 83 74.7%
MGI
3444
MayTech Global Investments
New York
$199M +$9.78M +5% 6.9% 152% 47 2.13%
FSWA
3445
Financial Synergies Wealth Advisors
Texas
$199M +$11.1M +6% 2.43% 72.3% 31 16.13%
SSI
3446
Scott & Selber Inc
Texas
$199M +$7.79M +4% 7.46% 187% 84 27.38%
SIRP
3447
Shelter Insurance Retirement Plan
Missouri
$199M +$4.79M +2% 2.95% 51.1% 44 0%
LFM
3448
Lumina Fund Management
New York
$199M +$26M +15% 3.41% 28.1% 47 40.43%
PM
3449
Prosight Management
Texas
$198M -$30.2M -13% 4.88% 46.2% 46 32.61%
OFW
3450
Omnia Family Wealth
Florida
$198M -$4.6M -2% 3.14% 80.6% 601 84.36%