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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
GFWA
3851
Grey Fox Wealth Advisors
Delaware
$359M +$74.5M +26% 5.78% 41.9% 161 36.02%
STAS
3852
Strong Tower Advisory Services
Minnesota
$359M +$54.1M +18% 9.21% 131% 107 15.89%
S
3853
SimplyRich
California
$359M +$42.7M +14% 6.75% 71.7% 229 25.76%
RCP
3854
Rothschild Capital Partners
New York
$359M +$8.54M +2% 4.26% 81.8% 49 4.08%
ZEP
3855
Zeno Equity Partners
United Kingdom
$359M -$17.3M -5% 4.67% 17 23.53%
PDL
3856
Portfolio Design Labs
California
$358M +$34.3M +11% 4.41% 147 40.14%
IWM
3857
Integris Wealth Management
California
$358M +$11.8M +3% 6.49% 56.1% 106 14.15%
DC
3858
DeDora Capital
California
$358M +$32.4M +10% 6.35% 81.7% 111 5.41%
GL
3859
Globe Life
Texas
$357M +$26.2M +8% 5.68% 53.2% 2 0%
TCCM
3860
Timber Creek Capital Management
Massachusetts
$357M +$25.9M +8% 6.94% 85.7% 143 48.25%
AP
3861
Agilis Partners
Massachusetts
$357M +$28.5M +9% 6.33% 8.47% 25 0%
MIA
3862
Milestone Investment Advisors
Wisconsin
$357M -$19.1M -5% 5.11% 43.6% 135 8.15%
HIM
3863
Hanlon Investment Management
New Jersey
$357M +$19M +6% 8.19% 80.6% 194 29.9%
CP
3864
Capital Planning
Washington
$357M +$23M +7% 5.16% 68.9% 89 12.36%
TCM
3865
Tybourne Capital Management
Hong Kong
$357M -$135M -27% 5.11% 109% 45 48.89%
SAS
3866
Sage Advisory Services
Texas
$356M $0 0% 5.72% 33.9% 46 0%
SHWM
3867
Smith & Howard Wealth Management
Georgia
$356M +$19.3M +6% 6.05% 33.6% 85 7.06%
GLAM
3868
Gardner Lewis Asset Management
Pennsylvania
$356M -$8.66M -2% 5.94% 247% 81 40.74%
UCI
3869
Uncommon Cents Investing
Wisconsin
$356M +$37.8M +12% 9.55% 83.8% 445 57.98%
FWSM
3870
First Wilshire Securities Management
California
$356M +$29M +9% 8.44% 107% 85 7.06%
SCV
3871
Sands Capital Ventures
Virginia
$356M +$57.2M +19% 23.4% 182% 21 9.52%
BMC
3872
Benin Management Corp
Connecticut
$356M +$26.5M +8% 6.04% 76.3% 124 4.84%
PCM
3873
Ping Capital Management
New York
$356M +$28.1M +9% 13.9% 93 30.11%
AGWCA
3874
Annis Gardner Whiting Capital Advisors
Florida
$355M +$3.2M +0.9% 7.04% 970 27.63%
ACM
3875
AIGH Capital Management
Maryland
$355M +$33.5M +10% 43.8% 1,034% 49 38.78%