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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
SFWC
4151
Strategic Family Wealth Counselors
New Jersey
$307M +$21.3M +7% 149
SBLIC
4152
Security Benefit Life Insurance Company
Kansas
$307M +$109M +55% 29
CW
4153
Channel Wealth
California
$307M +$3.39M +1% 178
BIC
4154
B&I Capital
Switzerland
$307M -$38.1M -11% 34
TAS
4155
TIFF Advisory Services
Pennsylvania
$307M +$6.03M +2% 20
CD
4156
Chapin Davis
Maryland
$307M -$2.11M -0.7% 232
PWP
4157
Precedent Wealth Partners
Texas
$306M +$3.28M +1% 152
DAM
4158
Deepwater Asset Management
Minnesota
$306M +$21.6M +8% 26
DSA
4159
Droms Strauss Advisors
Missouri
$306M +$23.9M +8% 73
PFP
4160
Patriot Financial Partners
Pennsylvania
$306M +$23M +8% 9
T
4161
TrueFG
Texas
$306M +$237K +0.1% 54
RW
4162
Regimen Wealth
Georgia
$306M -$2.91M -0.9% 70
HWP
4163
Highline Wealth Partners
California
$306M +$6.92M +2% 674
WTFG
4164
Wells Trecaso Financial Group
Ohio
$306M +$1.97M +0.6% 92
CWA
4165
CM Wealth Advisors
Ohio
$306M -$2.87M -0.9% 87
CA
4166
Crossingbridge Advisors
New York
$306M +$174M +133% 95
WHAM
4167
Windmill Hill Asset Management
United Kingdom
$306M +$118M +63% 27
HH
4168
HWG Holdings
Texas
$305M +$14.7M +5% 57
LEFP
4169
Leading Edge Financial Planning
Tennessee
$305M +$6.24M +2% 61
MWM
4170
MorganRosel Wealth Management
Colorado
$305M +$1.45M +0.5% 107
LJHT
4171
Laurie J. Hall Trustee
$305M -$10.9M -3% 264
GJIA
4172
Glass Jacobson Investment Advisors
Maryland
$305M +$2.95M +1% 874
NC
4173
Nvidia Corp
California
$305M -$128M -30% 8
HAC
4174
Harbor Advisory Corp
New Hampshire
$304M -$1.94M -0.6% 93
AI
4175
ArchPoint Investors
Florida
$304M +$5.09M +2% 71