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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
WFPG
3951
Waller Financial Planning Group
Ohio
$356M -$40.8M -10% 1.42% 40.9% 76 14.47%
DA
3952
Doliver Advisors
Texas
$356M -$3.97M -1% 1.87% 81% 171 12.87%
DA
3953
Drake & Associates
Wisconsin
$356M +$4.5M +1% 1.18% 47.9% 90 3.33%
GIP
3954
Gavilan Investment Partners
California
$356M -$5.04M -1% 3.15% 109% 13 0%
PWM
3955
Paulson Wealth Management
Illinois
$355M -$11.2M -3% 2.47% 57.1% 141 8.51%
FI
3956
Fosun International
China
$355M +$35.5M +11% 9.68% 41.3% 52 17.31%
CNC
3957
Citizens & Northern Corp
Pennsylvania
$355M -$10.4M -3% 2.59% 73.3% 130 12.31%
FNB
3958
Farmers National Bank
Kentucky
$354M +$11.7M +3% 0.46% 167 4.79%
BCP
3959
BDT Capital Partners
Illinois
$354M -$36.6M -9% 20.2% 25.5% 2 0%
TL
3960
Tradewinds LLC
North Carolina
$354M -$5.4M -2% 0.53% 229 13.97%
EGA
3961
E&G Advisors
Texas
$354M -$14M -4% 2.26% 92.3% 220 7.73%
HNWAG
3962
High Net Worth Advisory Group
Florida
$354M -$3.68M -1% 0.77% 67.7% 224 6.25%
WCM
3963
WealthBridge Capital Management
Ohio
$354M -$6.08M -2% 1.68% 82.1% 212 10.85%
ER
3964
EVR Research
Virginia
$354M +$55M +18% 7.15% 165% 52 59.62%
BI
3965
Ballast Inc
Kentucky
$353M +$3.65M +1% 0.84% 66% 129 10.85%
WCM
3966
Whitener Capital Management
North Carolina
$353M -$3.54M -1% 1.06% 98.5% 159 3.77%
HSG
3967
Helen Stephens Group
Texas
$353M +$16M +5% 1.52% 49.5% 89 6.74%
TODC
3968
Trustees of Dartmouth College
New Hampshire
$353M +$15.5M +5% 3.82% 52.5% 7 57.14%
UI
3969
Untitled Investments
New York
$353M -$57M -14% 6.15% 79.6% 20 40%
NI
3970
Natural Investments
California
$353M -$8.58M -2% 1.51% 263 12.93%
DCM
3971
DAFNA Capital Management
California
$353M -$40.7M -10% 10.5% 313% 90 16.67%
RS
3972
Retirement Solution
Washington
$352M -$29.4M -8% 4.62% 65.2% 56 42.86%
XC
3973
XY Capital
Hong Kong
$352M +$145M +70% 11.1% 52.8% 251 38.65%
BIG
3974
Builder Investment Group
Georgia
$352M -$16.4M -4% 1.76% 153% 102 5.88%
GIM
3975
Generali Investments Management
Slovenia
$352M -$35.5M -9% 3.46% 144 12.5%