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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
SC
3926
Searle & Co
Connecticut
$347M -$54.1M -13% 0% 93.8% 186 12.9%
BZWA
3927
Blue Zone Wealth Advisors
California
$347M +$25.4M +8% 3.61% 78.3% 107 13.08%
DI
3928
DDFG Inc
California
$346M -$3.52M -1% 1.59% 50.9% 82 7.32%
TCCM
3929
Timber Creek Capital Management
Massachusetts
$346M -$10.8M -3% 1.95% 85.7% 83 6.02%
HCM
3930
Horiko Capital Management
New York
$346M +$333K +0.1% 3.31% 158% 21 0%
MI
3931
M3F Inc
Utah
$346M +$21.3M +7% 17.9% 146% 35 34.29%
TWG
3932
The Wealth Group
Minnesota
$346M +$2.36M +0.7% 0.46% 68 8.82%
PWM
3933
Prentice Wealth Management
New York
$346M +$9.05M +3% 0.8% 44.2% 111 7.21%
PIWA
3934
Prevail Innovative Wealth Advisors
Kansas
$345M +$17.1M +5% 2.37% 33.5% 205 43.41%
SWG
3935
Summit Wealth Group
Vermont
$345M -$1.48M -0.4% 1.01% 38.4% 105 12.38%
AIM
3936
Access Investment Management
Georgia
$345M +$16.7M +5% 5.69% 106 8.49%
LSWM
3937
Lorne Steinberg Wealth Management
Canada
$345M -$996K -0.3% 0.41% 73.4% 72 6.94%
OP
3938
Oldfield Partners
United Kingdom
$345M -$128M -27% 0.36% 90.3% 30 3.33%
OHWP
3939
Oak Harbor Wealth Partners
North Carolina
$345M -$6.1M -2% 0.4% 56.8% 232 9.91%
EAM
3940
EdenTree Asset Management
United Kingdom
$344M -$888K -0.3% 0.11% 43.7% 66 7.58%
SONJCPFE
3941
State of New Jersey Common Pension Fund E
New Jersey
$344M +$12.5M +4% 3.77% 26.4% 1 0%
PEA
3942
Park Edge Advisors
Ohio
$344M -$6.21M -2% 0.77% 53.7% 150 14%
JC
3943
Jentner Corp
Ohio
$343M +$16.7M +5% 0.79% 38.9% 60 8.33%
CCP
3944
Cyrus Capital Partners
New York
$343M -$120M -26% 7.29% 174% 7 57.14%
PG
3945
Prostatis Group
Maryland
$343M +$37.4M +12% 2.23% 56.1% 158 19.62%
RPA
3946
Rock Point Advisors
Vermont
$343M -$23.2M -6% 2.26% 64.6% 120 20.83%
RFN
3947
RDA Financial Network
Iowa
$343M +$20.6M +6% 2.94% 82.1% 251 13.55%
WMWM
3948
Whitaker-Myers Wealth Managers
Ohio
$343M +$42.2M +14% 0.9% 69.5% 142 40.85%
UOIF
3949
University of Illinois Foundation
Illinois
$343M +$71.7M +26% 3.97% 5 40%
HIF
3950
Hill Island Financial
Michigan
$342M +$11.8M +4% 0.26% 54.8% 79 16.46%