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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
WIM
4176
WIM Investment Management
Hong Kong
$387M -$6.13M -2% 3.42% 26 46.15%
SACTSONJ
4177
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$387M +$6.91M +2% 7.31% 147% 213 3.76%
OCPWS
4178
One Charles Private Wealth Services
Massachusetts
$387M +$6.16M +2% 0.61% 99.7% 178 9.55%
HBWM
4179
Hollow Brook Wealth Management
New York
$387M -$36.1M -9% 5.3% 104% 106 27.36%
UWM
4180
United Wealth Management
Virginia
$387M +$19.1M +5% 1.86% 24 4.17%
TWM
4181
TriaGen Wealth Management
California
$387M +$3.23M +0.8% 3.38% 113% 201 21.39%
LWPC
4182
Legacy Wealth Partners (Colorado)
Colorado
$386M 1.89% 177
TA
4183
TrueWealth Advisors
Alabama
$386M +$16.5M +4% 0.96% 58.5% 250 14.8%
FWC
4184
First Washington Corp
Washington
$386M +$13M +3% 6.48% 104% 59 6.78%
EA
4185
Extract Advisors
California
$386M 19.1% 24
ERP
4186
Eldred Rock Partners
Texas
$385M -$15.5M -4% 7.36% 33 12.12%
CWAF
4187
Core Wealth Advisors (Florida)
Florida
$385M +$1.9M +0.5% 2.52% 48.8% 98 10.2%
OKSA
4188
O'Keefe Stevens Advisory
New York
$385M +$16M +4% 6.85% 216% 69 7.25%
PGF
4189
Plan Group Financial
Oklahoma
$385M +$12.8M +3% 2.65% 47.2% 219 23.29%
SCP
4190
Seafarer Capital Partners
California
$385M +$34.3M +10% 3.4% 76.2% 9 22.22%
HFM
4191
Hartford Financial Management
Connecticut
$385M +$7.26M +2% 2.44% 79.6% 345 3.48%
HFBOT
4192
Home Federal Bank of Tennessee
Tennessee
$385M +$10.9M +3% 3.27% 65.2% 79 5.06%
AWA
4193
Aquire Wealth Advisors
Utah
$385M -$21.7M -5% 2.35% 43.4% 52 9.62%
DFA
4194
Delta Financial Advisors
Louisiana
$385M +$30.5M +9% 3.96% 80.5% 153 7.84%
BCM
4195
Boltwood Capital Management
California
$385M +$8.88M +2% 2.07% 56.3% 186 6.45%
AIM
4196
Alpine Investment Management
Hong Kong
$384M +$89M +30% 12.3% 37.4% 11 63.64%
THC
4197
Truffle Hound Capital
Maryland
$384M +$26.4M +7% 8.32% 57 21.05%
WI
4198
WBI Investments
New Jersey
$384M -$7.57M -2% 2.72% 74.4% 401 49.38%
PFG
4199
Premier Financial Group
California
$384M +$9.31M +2% 3.6% 84 59.52%
OWA
4200
Opal Wealth Advisors
New York
$384M +$24.2M +7% 2.42% 55.6% 222 19.37%