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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
PA
4251
Pineridge Advisors
Missouri
$293M +$8.83M +3% 1.54% 686 19.1%
DBRC
4252
D.B. Root & Company
Pennsylvania
$293M -$2.78M -0.9% 1.9% 57.3% 197 17.26%
MWC
4253
MBM Wealth Consultants
Missouri
$293M +$8.76M +3% 1.96% 52.6% 107 4.67%
RWA
4254
Roberts Wealth Advisors
California
$293M +$25.4M +10% 3.87% 73.2% 95 6.32%
SCP
4255
Seafarer Capital Partners
California
$293M -$49.1M -14% 15% 43% 6 0%
EBT
4256
Enterprise Bank & Trust
Massachusetts
$293M +$1.49M +0.5% 4.16% 65.9% 126 5.56%
DC
4257
Defender Capital
North Carolina
$293M -$1.27M -0.4% 0.35% 83.5% 39 17.95%
CD
4258
Chapin Davis
Maryland
$293M +$18.8M +7% 7.09% 323% 250 16%
PP
4259
Prosperity Planning
Missouri
$293M +$3.79M +1% 0.21% 40.5% 103 28.16%
THL
4260
Tillman Hartley LLC
Colorado
$293M +$2.07M +0.7% 0.43% 46.6% 84 8.33%
TI
4261
TrueMark Investments
Illinois
$293M +$184M +168% 1.53% 227 64.32%
NG
4262
NatWest Group
United Kingdom
$292M +$32.7M +13% 9.9% 207% 39 17.95%
SCPM
4263
Sea Cliff Partners Management
California
$292M -$12.2M -4% 7.48% 17 29.41%
APWM
4264
Argonautica Private Wealth Management
Massachusetts
$292M +$13.4M +5% 4.94% 158% 212 14.15%
SP
4265
Sequent Planning
Nebraska
$292M +$15.9M +6% 2.59% 150 14%
SCP
4266
Silverleafe Capital Partners
Tennessee
$292M +$42.1M +17% 1.32% 82.8% 84 30.95%
TFP
4267
Triune Financial Partners
Kansas
$292M +$3.82M +1% 0.29% 61.6% 34 5.88%
AFS
4268
Aft Forsyth & Sober
Florida
$292M +$7.97M +3% 4.02% 94.6% 83 7.23%
CWAF
4269
Core Wealth Advisors (Florida)
Florida
$292M -$2.49M -0.8% 1.79% 59.7% 262 79.77%
OFA
4270
Oak Family Advisors
Illinois
$292M +$31.6M +12% 2.67% 83.5% 136 19.85%
ICP
4271
Inclusive Capital Partners
California
$292M -$38.6M -12% 14.4% 14.3% 3 0%
MCAV
4272
Meritech Capital Associates V
California
$292M -$7.4M -2% 0.93% 133% 3 0%
DA
4273
Detalus Advisors
Missouri
$292M +$11.1M +4% 2.93% 67.9% 156 9.62%
MWP
4274
Madison Wealth Partners
Wisconsin
$292M +$15.1M +5% 3.31% 66.9% 132 9.85%
IMA
4275
Investment Management Associates
Colorado
$291M +$1.29M +0.4% 2.4% 51.6% 36 8.33%