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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
BLC
4751
Brown, Lisle/Cummings
Rhode Island
$200M 8.69% 61.8% 452
SFSG
4752
Sound Financial Strategies Group
Mississippi
$200M +$801K +0.4% 3.83% 18.2% 86 6.98%
AP
4753
Agilis Partners
Massachusetts
$200M -$1.29M -0.6% 5.12% 8.47% 28 10.71%
NEGWA
4754
New England Guild Wealth Advisors
Connecticut
$200M +$11M +6% 4.69% 6.04% 72 8.33%
WMRU
4755
William Marsh Rice University
Texas
$200M -$41.2M -17% 3.01% 4.44% 10 60%
KFI
4756
Key Financial Inc
Pennsylvania
$200M +$22.9M +13% 9% 55.5% 1,024 10.06%
HSCU
4757
Half Sky Capital (UK)
United Kingdom
$200M -$70.4M -26% 16.4% 13% 7 28.57%
RHAM
4758
Round Hill Asset Management
California
$199M +$125K +0.1% 2.9% 40.7% 58 3.45%
TC
4759
Truvestments Capital
Florida
$199M +$17.9M +10% 10.2% 86.7% 680 17.79%
HZ
4760
Hixon Zuercher
Ohio
$199M +$28M +16% 12.5% 87.5% 63 7.94%
XSC
4761
X-Square Capital
Puerto Rico
$199M +$5.57M +3% 6.37% 112% 162 10.49%
RW
4762
Rede Wealth
Virginia
$199M +$11.3M +6% 9.58% 80.5% 112 8.04%
MWP
4763
Madison Wealth Partners
Wisconsin
$199M +$21.6M +12% 8.45% 55.3% 79 10.13%
CL
4764
COWA LLC
Oklahoma
$199M +$24M +14% 6.2% 57.8% 152 23.68%
PCMK
4765
Paragon Capital Management (Kansas)
Kansas
$199M +$8.41M +4% 12.3% 75.8% 60 15%
SWMG
4766
Signature Wealth Management Group
Georgia
$198M +$18.3M +10% 8.65% 84 11.9%
PK
4767
Pflug Koory
Nebraska
$198M +$15.3M +8% 10.7% 480 6.67%
OCM
4768
Orser Capital Management
Texas
$198M +$16.8M +9% 11% 122% 101 21.78%
MAP
4769
Milestone Advisory Partners
North Carolina
$198M +$27.9M +16% 5.86% 19.7% 92 15.22%
ANHIM
4770
Alan N. Hoffman Investment Management
Massachusetts
$198M +$27.4M +16% 17.8% 76.8% 14 28.57%
GSEP
4771
Golden State Equity Partners
California
$198M -$47.5M -19% 6.92% 275 51.27%
V
4772
VeraBank
Texas
$198M +$21.2M +12% 10.8% 51% 138 10.14%
WIM
4773
Warwick Investment Management
Texas
$198M 8.3% 53.4% 54
WR
4774
WD Rutherford
Oregon
$198M +$13.4M +7% 12.5% 170% 131 7.63%
CAM
4775
Centre Asset Management
New York
$197M +$4.34M +2% 10.4% 45.3% 67 32.84%