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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
BFA
4726
Beacon Financial Advisory
Ohio
$181M +$6.83M +4% 234
TCB
4727
Texas Capital Bancshares
Texas
$181M +$996K +0.6% 93
RA
4728
Rockingstone Advisors
Massachusetts
$181M +$3.7M +2% 116
SG
4729
StoneX Group
New York
$181M +$3.39M +2% 513
WCA
4730
Whetstone Capital Advisors
Kansas
$181M +$1.58M +0.9% 42
HCM
4731
Horiko Capital Management
New York
$181M -$160K -0.1% 22
CSC
4732
Caldwell Sutter Capital
California
$181M -$10.1M -5% 909
1CP
4733
11 Capital Partners
Connecticut
$181M +$3.56M +2% 19
LFP
4734
Leeward Financial Partners
Washington
$181M +$6.74M +4% 87
LW
4735
Libra Wealth
California
$181M -$2.51M -1% 52
7CM
4736
7G Capital Management
New York
$181M -$13.4M -7% 9
EP
4737
Essential Planning
New Hampshire
$181M +$5.18M +3% 64
CSWM
4738
Cassady Schiller Wealth Management
Ohio
$180M -$3.46M -2% 488
TCMP
4739
Thrive Capital Management (Pennsylvania)
Pennsylvania
$180M +$5.09M +3% 149
NC
4740
Nucleo Capital
Brazil
$180M -$28.6M -14% 3
NL
4741
NKCFO LLC
Illinois
$180M -$36.9M -17% 98
NC
4742
Nixon Capital
Texas
$180M -$12.4M -6% 28
OGF
4743
Orin Green Financial
California
$180M -$11.2M -6% 80
FCMI
4744
Foresite Capital Management IV
California
$180M -$23.4M -11% 7
WA
4745
Wilshire Advisors
California
$180M -$8.65M -5% 10
WW
4746
Westshore Wealth
California
$180M -$15.7M -8% 110
SWM
4747
Soundmark Wealth Management
Washington
$180M +$655K +0.4% 65
TFCM
4748
Taylor Frigon Capital Management
Arizona
$180M -$24.9M -12% 92
3CP
4749
3G Capital Partners
New York
$180M +$80.9M +82% 16
ODFS
4750
O'Donnell Financial Services
California
$180M +$14.3M +9% 31