We are live on ! Find out more

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
UHC
4701
Union Heritage Capital
Michigan
$308M +$21.2M +7% 8.73% 69.2% 64 1.56%
PWS
4702
Precision Wealth Strategies
Missouri
$308M +$223K +0.1% 7.25% 54.2% 214 41.12%
WIP
4703
WealthCare Investment Partners
Rhode Island
$308M +$30.1M +11% 7.3% 47.9% 173 10.4%
VCM
4704
Verger Capital Management
North Carolina
$308M +$54M +21% 6.67% 53.1% 15 13.33%
FUBT
4705
First United Bank & Trust
Maryland
$308M +$21.2M +7% 7.87% 69.2% 429 11.89%
OFW
4706
Omnia Family Wealth
Florida
$308M +$32M +12% 8.87% 80.6% 109 13.76%
NIA
4707
NIA Impact Advisors
California
$308M +$18.4M +6% 8.29% 103 7.77%
QWM
4708
Quaker Wealth Management
New Jersey
$307M +$8.85M +3% 5.87% 913 12.71%
AI
4709
Auour Investments
Massachusetts
$307M +$16.3M +6% 4.49% 35.5% 90 13.33%
EWM
4710
Essex Woodlands Management
Texas
$307M +$28M +10% 11.5% 203% 6 0%
SIMC
4711
Squire Investment Management Company
Utah
$307M +$35.6M +13% 7.54% 69 5.8%
RF
4712
Rossby Financial
Florida
$307M +$35.9M +13% 8.95% 1,526 21.36%
LWM
4713
Luminvest Wealth Management
Arizona
$307M +$27.8M +10% 5.54% 46 10.87%
PCM
4714
Passive Capital Management
Maryland
$307M -$14.7M -5% 5.32% 28.1% 89 8.99%
NIM
4715
Nicollet Investment Management
Minnesota
$307M +$8M +3% 8.68% 82% 73 2.74%
LAM
4716
Lountzis Asset Management
Pennsylvania
$306M +$22.3M +8% 10.2% 144% 54 3.7%
VAM
4717
Verity Asset Management
North Carolina
$306M +$96.9M +46% 7.62% 68.4% 252 32.54%
SFA
4718
Seneca Financial Advisors
New York
$306M +$46.8M +18% 5.71% 47.3% 64 6.25%
SILC
4719
Starr Indemnity & Liability Company
New York
$306M +$33.1M +12% 12.4% 4 0%
LJHT
4720
Laurie J. Hall Trustee
$306M +$3.64M +1% 5.9% 96% 117 7.69%
BFP
4721
Briaud Financial Planning
Texas
$306M +$52.5M +21% 11.5% 93.1% 366 90.44%
TPW
4722
Transatlantique Private Wealth
New York
$306M +$33.7M +12% 8.82% 89% 234 17.95%
IVGAI
4723
Index Venture Growth Associates IV
Jersey
$306M +$122M +67% 27.3% 2 50%
SII
4724
Silchester International Investors
United Kingdom
$306M -$160M -34% 0.82% 76.6% 3 0%
BBWA
4725
Bell & Brown Wealth Advisors
California
$305M +$25.8M +9% 11% 74 8.11%