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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
EFP
4326
EnRich Financial Partners
Wisconsin
$421M +$43.9M +12% 10.4% 69 10.14%
CAG
4327
Compass Advisory Group
New York
$421M +$47.1M +13% 10.2% 49.2% 89 3.37%
P8IP
4328
Pier 88 Investment Partners
California
$421M +$31M +8% 9.66% 36.1% 127 25.2%
FIM
4329
Fruth Investment Management
Texas
$421M +$19.4M +5% 12.3% 71% 236 8.47%
PWC
4330
PYA Waltman Capital
Tennessee
$421M +$59.8M +17% 7.86% 62.4% 74 18.92%
TWD
4331
True Wealth Design
Ohio
$420M +$60M +17% 11.5% 53% 2,944 18.14%
EPP
4332
ETF Portfolio Partners
Kansas
$420M +$39.7M +10% 10.8% 44.3% 72 8.33%
AWM
4333
Atticus Wealth Management
Florida
$420M +$51.2M +14% 14.4% 63.8% 190 11.58%
LSWP
4334
Liberty Square Wealth Partners
Pennsylvania
$420M +$61.4M +17% 15% 145 6.21%
UOC
4335
University of Chicago
Illinois
$420M +$96.3M +30% 37.8% 62.3% 15 20%
BA
4336
Ballast Advisors
Minnesota
$420M +$76.1M +22% 11.8% 66.7% 407 54.3%
PWA
4337
Prairie Wealth Advisors
Nebraska
$420M +$189M +82% 13.8% 256 0.39%
3C
4338
325 Capital
New York
$419M +$145M +53% 43.5% 226% 12 0%
RBFC
4339
Roman Butler Fullerton & Co
Missouri
$419M +$55.5M +15% 17.1% 121% 301 18.27%
XWM
4340
Xcel Wealth Management
Florida
$419M +$57.5M +16% 22.1% 93.7% 147 14.29%
NTCM
4341
Nut Tree Capital Management
New York
$419M +$174M +71% 31.5% 101% 8 50%
DAS
4342
Daybright Advisory Services
Florida
$419M +$57.6M +16% 20.5% 152 17.11%
KFS
4343
Kurt F. Somerville
$419M +$39.7M +10% 27.3% 92.9% 98 8.16%
TM
4344
Thiel Macro
California
$419M 1.85% 8
SB
4345
Sunflower Bank
Texas
$418M +$26M +7% 15.6% 42.7% 168 13.1%
NECFA
4346
New England Capital Financial Advisors
Connecticut
$418M +$53M +15% 8.36% 55.6% 447 8.5%
CWM
4347
Centurion Wealth Management
Virginia
$418M -$25.6M -6% 13.6% 330 18.48%
TCMG
4348
TSP Capital Management Group
New Jersey
$418M +$8.17M +2% 8.13% 178% 43 100%
FFA
4349
Fi3 Financial Advisors
Indiana
$418M +$71.5M +21% 18.6% 83.1% 282 40.43%
LWMNY
4350
Landmark Wealth Management (New York)
New York
$418M +$44.4M +12% 11.3% 37.9% 152 3.29%