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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
AFA
3976
AllGen Financial Advisors
Florida
$407M +$34.7M +9% 5.71% 39.7% 45 13.33%
SWRP
3977
Summit Wealth & Retirement Planning
California
$407M +$34.3M +9% 8.86% 67.6% 108 8.33%
JHWEPV
3978
J.H. Whitney Equity Partners VII
Connecticut
$407M +$166M +69% 69.6% 519% 1 0%
AWA
3979
Aquire Wealth Advisors
Utah
$406M +$34.2M +9% 6.81% 43.4% 50 8%
KFBMI
3980
Kentucky Farm Bureau Mutual Insurance
Kentucky
$406M -$61.9M -13% 8.77% 81.2% 68 14.71%
HNB
3981
Hilltop National Bank
Wyoming
$406M +$22.8M +6% 7.79% 816 5.27%
NYLIC
3982
New York Life Insurance Company
New York
$406M +$54.7M +16% 6.36% 51.3% 6 33.33%
PWM
3983
Prentice Wealth Management
New York
$406M +$25M +7% 4.95% 44.2% 116 9.48%
RFN
3984
RDA Financial Network
Iowa
$405M +$35.3M +10% 7.41% 82.1% 278 15.47%
ACA
3985
Aspire Capital Advisors
Washington
$405M +$43.3M +12% 6.78% 52.8% 119 16.81%
PWS
3986
Peterson Wealth Services
Utah
$405M +$40.2M +11% 13.6% 153% 235 14.47%
GBL
3987
Groupe Bruxelles Lambert
Belgium
$405M -$58.8M -13% 12.7% 1 0%
MIC
3988
Meridian Investment Counsel
California
$405M +$37.4M +10% 10.4% 103% 239 8.79%
BW
3989
Balance Wealth
Ohio
$405M +$234M +137% 5.88% 135 26.67%
OHWP
3990
Oak Harbor Wealth Partners
North Carolina
$405M +$34.7M +9% 7.93% 56.8% 261 6.9%
DCM
3991
DAFNA Capital Management
California
$405M +$42.5M +12% 36.7% 240% 83 18.07%
NG
3992
NatWest Group
United Kingdom
$405M +$66.4M +20% 10.8% 186% 41 26.83%
SCM
3993
Soros Capital Management
New York
$405M +$54.6M +16% 26.6% 422% 68 36.76%
WAM
3994
Wilson Asset Management
Australia
$404M -$2.53M -0.6% 2.96% 59.3% 44 34.09%
CS
3995
Cisco Systems
California
$404M -$40.4M -9% 0.78% 212% 4 25%
DW
3996
Dodds Wealth
Colorado
$404M +$30.9M +8% 4.56% 60 6.67%
CNC
3997
Citizens & Northern Corp
Pennsylvania
$404M +$29.9M +8% 7.65% 73.3% 123 5.69%
H2CM
3998
H/2 Credit Manager
Connecticut
$403M +$38.9M +11% 7.49% 54.9% 17 5.88%
SGA
3999
Sector Gamma AS
Norway
$403M +$97.4M +32% 7.68% 28.7% 44 20.45%
SIAG
4000
Safeguard Investment Advisory Group
California
$403M +$2.46M +0.6% 8.47% 62.9% 160 16.25%