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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 Avg Holding
Period (Yrs)
FC
4576
Franchise Capital
Cayman Islands
$277M -$136M -33% 2.25% 537% 11 27.27% 1.2
BWM
4577
Brown Wealth Management
Illinois
$277M +$29M +12% 5.42% 51.2% 99 21.21% 0.9
Humankind Investments
4578
Humankind Investments
New York
$277M -$100M -26% 6.53% 62.5% 151 13.91% 2
World Equity Group
4579
World Equity Group
Illinois
$277M -$58.2M -17% 6.63% 117% 324 38.27% 1.4
Blue Pool Management
4580
Blue Pool Management
Hong Kong
$277M +$86.2M +45% 38.5% 72.8% 3 33.33% 1.3
Reston Wealth Management
4581
Reston Wealth Management
Virginia
$276M +$26.2M +10% 5.74% 66.4% 454 86.78% 0.4
Montgomery Investment Management
4582
Montgomery Investment Management
Maryland
$276M +$23.5M +9% 11.1% 105% 93 4.3% 7
Arcus Capital Partners
4583
Arcus Capital Partners
Georgia
$276M +$16.6M +6% 16% 69.2% 123 17.89% 3.1
Sara-Bay Financial
4584
Sara-Bay Financial
Florida
$276M +$29.7M +12% 5.78% 233% 95 22.11% 2.7
Custos Family Office
4585
Custos Family Office
Texas
$276M +$25.6M +10% 6.9% 57.4% 57 7.02% 1.4
MWM
4586
MGB Wealth Management
Texas
$276M +$8.48M +3% 13.2% – 294 11.22% 0.7
Tranquility Partners
4587
Tranquility Partners
Tennessee
$276M +$15.9M +6% 7.6% 77.3% 223 7.17% 3.1
Ashburton (Jersey)
4588
Ashburton (Jersey)
Jersey
$276M +$38.9M +16% 2.19% – 48 16.67% 3.6
SC
4589
Schiavi & Co
Delaware
$276M +$20.6M +8% 5.86% 41.4% 34 2.94% 1.8
Delta Financial Advisors
4590
Delta Financial Advisors
Louisiana
$275M +$17.2M +7% 7.48% 107% 116 4.31% 4.3
Foguth Wealth Management
4591
Foguth Wealth Management
Michigan
$275M +$48.4M +21% 6.18% – 152 25% 0.4
Columbus Macro
4592
Columbus Macro
Pennsylvania
$275M +$16.5M +6% 7.26% 48.7% 190 14.21% 2.9
Seven Springs Wealth Group
4593
Seven Springs Wealth Group
Tennessee
$275M +$19.5M +8% 6.63% 59.2% 71 12.68% 2.9
Bridgewealth Advisory Group
4594
Bridgewealth Advisory Group
California
$275M +$49.3M +22% 4.63% 39.1% 95 27.37% 0.9
Towarzystwo Funduszy Inwestycyjnych PZU SA
4595
Towarzystwo Funduszy Inwestycyjnych PZU SA
$275M +$7.19M +3% 2.91% – 585 4.1% 2.5
BCM
4596
Birmingham Capital Management
Alabama
$275M +$18.8M +7% 10.2% 103% 110 6.36% 8.3
Joule Financial
4597
Joule Financial
Kentucky
$275M +$28.8M +12% 7.11% 55.5% 113 15.04% 1.5
Green Court Capital Management
4598
Green Court Capital Management
Hong Kong
$275M +$120M +78% 21.1% 33.4% 2 0% 1.8
SHFA
4599
SS&H Financial Advisors
Michigan
$275M +$18.4M +7% 6.5% – 126 5.56% 2.1
City State Bank
4600
City State Bank
Iowa
$274M +$29.5M +12% 6.77% 79.1% 759 6.32% 2.2