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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)
Team Hewins
4676
Team Hewins
California
$231M -$205M -47% 10.3% 60.5% 50 84% 0.3
GoodHaven Capital Management
4677
GoodHaven Capital Management
New Jersey
$231M +$39.9M +21% 15% 80.7% 28 10.71% 4.1
Vance Wealth
4678
Vance Wealth
California
$230M +$16.7M +8% 10.5% 66.4% 85 8.24% 1.4
Nvidia Corp
4679
Nvidia Corp
California
$230M – – 34.9% – 5 – 0
Performa Ltd (US)
4680
Performa Ltd (US)
South Carolina
$230M +$19.9M +9% 10.9% 59.6% 77 33.77% 2.3
Savoir Faire Capital Management
4681
Savoir Faire Capital Management
Connecticut
$230M +$50M +28% 7.43% 0.01% 51 7.84% 0.2
Grey Fox Wealth Advisors
4682
Grey Fox Wealth Advisors
Delaware
$230M +$30.7M +15% 8.58% 45.3% 112 14.29% 0.8
Allred Capital Management
4683
Allred Capital Management
Texas
$230M +$29.3M +15% 8.25% 73.5% 169 11.83% 3.6
WJ Wealth Management
4684
WJ Wealth Management
Arizona
$230M +$24.2M +12% 9.39% 95.6% 72 12.5% 1.5
LA
4685
LFL Advisers
Illinois
$230M +$25.4M +12% 13.4% 83% 11 0% 5.5
Highland Financial Advisors
4686
Highland Financial Advisors
New Jersey
$230M +$36.9M +19% 10.4% 70% 57 28.07% 1
Retireful LLC
4687
Retireful LLC
Michigan
$230M +$20.2M +10% 13.2% 437% 129 75.97% 0.1
Adamsbrown Wealth Consultants
4688
Adamsbrown Wealth Consultants
Kansas
$230M +$26.7M +13% 8.41% 60.6% 86 8.14% 1.5
CI
4689
CPMG Inc
Texas
$230M +$46.7M +26% 26.4% 878% 3 0% 1.9
Smart Money Group
4690
Smart Money Group
Texas
$230M +$19.1M +9% 7.92% 58.9% 85 17.65% 2
Psagot Value Holdings
4691
Psagot Value Holdings
Israel
$229M +$33M +17% 14% 45.9% 631 24.88% 1.8
LFGO
4692
Legacy Financial Group (Oklahoma)
Oklahoma
$229M +$26.6M +13% 9.64% 64.2% 74 13.51% 0.8
Colton Groome Financial Advisors
4693
Colton Groome Financial Advisors
North Carolina
$229M +$29.5M +15% 9.83% 65.8% 136 30.88% 1.6
RBA Wealth Management
4694
RBA Wealth Management
California
$229M +$21.3M +10% 10.6% 91% 91 6.59% 1.9
RL
4695
Rogco LP
Oklahoma
$229M +$26.2M +13% 8.67% 53.3% 275 12.36% 0.2
Aquamarine Zurich
4696
Aquamarine Zurich
Switzerland
$229M +$25.9M +13% 13.8% 74.8% 12 0% 1.3
Iron Horse Wealth Management
4697
Iron Horse Wealth Management
Iowa
$229M +$25M +12% 8.45% 29.1% 526 10.46% 1.1
Fiduciary Family Office
4698
Fiduciary Family Office
Florida
$229M – – 12.2% 97.3% 215 – 0
Morton Brown Family Wealth
4699
Morton Brown Family Wealth
Pennsylvania
$228M +$32.6M +17% 9.34% 54.5% 292 40.41% 1
Argent Advisors
4700
Argent Advisors
Louisiana
$228M +$9.45M +4% 9.28% 63.1% 140 9.29% 2.8