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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
AL4A
4201
Accel Leaders 4 Associates
California
$383M -$131M -25% 25.4% 1 0%
BEP
4202
Bluescape Energy Partners
Texas
$383M -$47.4M -11% 4.28% 51.1% 6 16.67%
RWA
4203
Roberts Wealth Advisors
California
$383M +$7.14M +2% 4.48% 73.2% 104 10.58%
SIM
4204
Sherborne Investors Management
New York
$383M -$4.42M -1% 1.14% 54.2% 1 0%
EP
4205
EnCap Partners
Texas
$383M -$139M -27% 4.48% 2 0%
BHWM
4206
Bay Harbor Wealth Management
Maryland
$383M +$12.6M +3% 1.6% 47.9% 1,353 7.46%
NI
4207
Naria Inc
Bahamas
$383M -$32.9M -8% 7.92% 1 0%
SFC
4208
SEG Family Corp
$383M -$127M -25% 15.1% 1 0%
CSWG
4209
Cardinal Strategic Wealth Guidance
Kentucky
$383M +$10.9M +3% 2.92% 67.3% 62 11.29%
VIP
4210
Vista Investment Partners
Oklahoma
$383M +$24.3M +7% 2.16% 178 20.22%
S
4211
SimplyRich
California
$382M +$11.8M +3% 6.12% 71.7% 210 10%
BCC
4212
Bain Capital Credit
Massachusetts
$382M +$65.2M +21% 1.01% 14.7% 6 0%
PP
4213
Prosperity Planning
Missouri
$382M +$11.6M +3% 1.43% 40.5% 109 0.92%
BTD
4214
BankPlus Trust Department
Mississippi
$382M +$8.74M +2% 2.59% 474 8.02%
SCP
4215
Stevens Capital Partners
Nebraska
$382M +$47.1M +14% 1.82% 57.8% 105 13.33%
CIM
4216
CIM Investment Management
Pennsylvania
$382M +$13.4M +4% 5.28% 88.6% 254 4.72%
KA
4217
Kercheville Advisors
Texas
$382M +$50.7M +15% 5.17% 240% 133 32.33%
RWM
4218
Ruedi Wealth Management
Illinois
$382M +$24.4M +7% 1.89% 44.9% 58 8.62%
NLP
4219
Next Level Private
New York
$382M +$36.6M +11% 3.59% 92.4% 170 13.53%
MWM
4220
Mindset Wealth Management
Indiana
$381M +$14.5M +4% 4.36% 195 15.38%
TB
4221
Terril Brothers
Missouri
$381M +$51.3M +16% 8.17% 94.4% 83 19.28%
LFGO
4222
Legacy Financial Group (Oklahoma)
Oklahoma
$381M +$16.7M +5% 2.33% 58.7% 98 10.2%
RBFC
4223
Roman Butler Fullerton & Co
Missouri
$381M +$8.64M +2% 3.44% 109% 284 17.25%
SCM
4224
Soros Capital Management
New York
$381M -$23.4M -6% 8.92% 422% 73 39.73%
NRCM
4225
Northern Right Capital Management
Connecticut
$381M +$57.7M +18% 11.4% 150% 30 30%