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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
AWA
4276
Aquire Wealth Advisors
Utah
$385M -$21.7M -5% 2.35% 54.1% 52 9.62%
DFA
4277
Delta Financial Advisors
Louisiana
$385M +$30.5M +9% 3.96% 96% 153 7.84%
BCM
4278
Boltwood Capital Management
California
$385M +$8.88M +2% 2.07% 56.3% 186 6.45%
AIM
4279
Alpine Investment Management
Hong Kong
$384M +$89M +30% 12.3% 33.7% 11 63.64%
THC
4280
Truffle Hound Capital
Maryland
$384M +$26.4M +7% 8.32% 57 21.05%
WI
4281
WBI Investments
New Jersey
$384M -$7.57M -2% 2.72% 97.3% 401 49.38%
PFG
4282
Premier Financial Group
California
$384M +$9.31M +2% 3.6% 84 59.52%
OWA
4283
Opal Wealth Advisors
New York
$384M +$24.2M +7% 2.42% 55.6% 222 19.37%
AL4A
4284
Accel Leaders 4 Associates
California
$383M -$131M -25% 25.4% 1 0%
BEP
4285
Bluescape Energy Partners
Texas
$383M -$47.4M -11% 4.28% 57.9% 6 16.67%
RWA
4286
Roberts Wealth Advisors
California
$383M +$7.14M +2% 4.48% 73.2% 104 10.58%
SIM
4287
Sherborne Investors Management
New York
$383M -$4.42M -1% 1.14% 54.2% 1 0%
EP
4288
EnCap Partners
Texas
$383M -$139M -27% 4.48% 2 0%
BHWM
4289
Bay Harbor Wealth Management
Maryland
$383M +$12.6M +3% 1.6% 47.9% 1,353 7.46%
NI
4290
Naria Inc
Bahamas
$383M -$32.9M -8% 7.92% 1 0%
SFC
4291
SEG Family Corp
$383M -$127M -25% 15.1% 1 0%
CSWG
4292
Cardinal Strategic Wealth Guidance
Kentucky
$383M +$10.9M +3% 2.92% 67.3% 62 11.29%
VIP
4293
Vista Investment Partners
Oklahoma
$383M +$24.3M +7% 2.16% 178 20.22%
S
4294
SimplyRich
California
$382M +$11.8M +3% 6.12% 98.3% 210 10%
BCC
4295
Bain Capital Credit
Massachusetts
$382M +$65.2M +21% 1.01% 14.4% 6 0%
PP
4296
Prosperity Planning
Missouri
$382M +$11.6M +3% 1.43% 40.5% 109 0.92%
BTD
4297
BankPlus Trust Department
Mississippi
$382M +$8.74M +2% 2.59% 474 8.02%
SCP
4298
Stevens Capital Partners
Nebraska
$382M +$47.1M +14% 1.82% 68.8% 105 13.33%
CIM
4299
CIM Investment Management
Pennsylvania
$382M +$13.4M +4% 5.28% 88.6% 254 4.72%
KA
4300
Kercheville Advisors
Texas
$382M +$50.7M +15% 5.17% 240% 133 32.33%