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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
DI
3951
DDFG Inc
California
$350M +$26.3M +8% 6.29% 50.9% 83 9.64%
TC
3952
Trium Capital
United Kingdom
$350M -$441M -56% 13.7% 189% 97 44.33%
HNW
3953
High Note Wealth
Minnesota
$350M +$22.5M +7% 6.16% 73% 102 7.84%
PA
3954
Prism Advisors
California
$350M +$19.8M +6% 6.4% 49.9% 69 10.14%
AFGI4KRSP
3955
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$350M +$18.3M +6% 9.41% 17.8% 1 0%
HFBOT
3956
Home Federal Bank of Tennessee
Tennessee
$350M +$21M +6% 6.79% 65.2% 81 6.17%
SCP
3957
Seafarer Capital Partners
California
$350M +$56.6M +19% 12.3% 43% 7 14.29%
HFS
3958
Haverford Financial Services
Pennsylvania
$349M +$15.8M +5% 9.12% 57.9% 41 0%
AFWM
3959
AMJ Financial Wealth Management
Virginia
$349M +$26.2M +8% 8.25% 167% 93 30.11%
WWM
3960
Wiser Wealth Management
Georgia
$349M +$25.9M +8% 5.13% 46.7% 49 28.57%
AR
3961
Apeiron RIA
Texas
$349M +$22.4M +7% 5.84% 63.7% 214 8.88%
LHC
3962
Little House Capital
Massachusetts
$349M +$28.9M +9% 6.03% 108% 123 15.45%
APC
3963
Aristotle Pacific Capital
California
$348M +$45.2M +15% 2.43% 1.84% 6 0%
BA
3964
Birinyi Associates
Connecticut
$348M +$14.4M +4% 5.25% 113% 61 11.48%
OWA
3965
Outlook Wealth Advisors
Texas
$348M +$27.8M +9% 4.7% 70% 273 13.19%
KA
3966
Kore Advisors
Florida
$348M +$1.56M +0.4% 10.1% 22 27.27%
NI
3967
NFC Investments
Tennessee
$348M -$482K -0.1% 5.21% 36 2.78%
GIP
3968
Gavilan Investment Partners
California
$348M +$33M +10% 11.9% 109% 14 14.29%
PPC
3969
Park Place Capital
Alabama
$348M +$34.7M +11% 6.89% 60% 905 11.05%
GA
3970
GoalVest Advisory
New York
$348M +$34.9M +11% 6.4% 86.8% 387 22.48%
OPWM
3971
Oakwell Private Wealth Management
Texas
$348M -$6.49M -2% 5.87% 63% 67 11.94%
ECG
3972
EPIQ Capital Group
California
$348M +$63.4M +22% 9.38% 6.25% 76 17.11%
CGIC
3973
Continental General Insurance Company
Texas
$347M +$91.7M +36% 17.4% 188% 7 28.57%
FI
3974
Firetrail Investments
Australia
$347M +$17.5M +5% 6.34% 31 25.81%
AFA
3975
Alta Fundamental Advisers
New York
$347M +$31.5M +10% 6.4% 340% 33 24.24%