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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
FS
4751
Ferguson Shapiro
Georgia
$309M +$12.3M +4% 4.19% 39.6% 88 34.09%
GDADCM
4752
Groupe des Assurances du Credit Mutuel
France
$309M -$44.8M -13% 4.03% 8 75%
RWP
4753
Reliant Wealth Planning
Kentucky
$309M +$52.4M +20% 5.44% 39.4% 53 26.42%
UHC
4754
Union Heritage Capital
Michigan
$308M +$21.2M +7% 8.73% 82.1% 64 1.56%
PWS
4755
Precision Wealth Strategies
Missouri
$308M +$223K +0.1% 7.25% 106% 214 41.12%
WIP
4756
WealthCare Investment Partners
Rhode Island
$308M +$30.1M +11% 7.3% 62.6% 173 10.4%
VCM
4757
Verger Capital Management
North Carolina
$308M +$54M +21% 6.67% 53.1% 15 13.33%
FUBT
4758
First United Bank & Trust
Maryland
$308M +$21.2M +7% 7.87% 69.2% 429 11.89%
OFW
4759
Omnia Family Wealth
Florida
$308M +$32M +12% 8.87% 80.6% 109 13.76%
NIA
4760
NIA Impact Advisors
California
$308M +$18.4M +6% 8.29% 103 7.77%
QWM
4761
Quaker Wealth Management
New Jersey
$307M +$8.85M +3% 5.87% 913 12.71%
AI
4762
Auour Investments
Massachusetts
$307M +$16.3M +6% 4.49% 35.5% 90 13.33%
EWM
4763
Essex Woodlands Management
Texas
$307M +$28M +10% 11.5% 55% 6 0%
SIMC
4764
Squire Investment Management Company
Utah
$307M +$35.6M +13% 7.54% 69 5.8%
RF
4765
Rossby Financial
Florida
$307M +$35.9M +13% 8.95% 1,526 21.36%
LWM
4766
Luminvest Wealth Management
Arizona
$307M +$27.8M +10% 5.54% 46 10.87%
PCM
4767
Passive Capital Management
Maryland
$307M -$14.7M -5% 5.32% 37.7% 89 8.99%
NIM
4768
Nicollet Investment Management
Minnesota
$307M +$8M +3% 8.68% 83.3% 73 2.74%
LAM
4769
Lountzis Asset Management
Pennsylvania
$306M +$22.3M +8% 10.2% 144% 54 3.7%
VAM
4770
Verity Asset Management
North Carolina
$306M +$96.9M +46% 7.62% 79.7% 252 32.54%
SFA
4771
Seneca Financial Advisors
New York
$306M +$46.8M +18% 5.71% 47.3% 64 6.25%
SILC
4772
Starr Indemnity & Liability Company
New York
$306M +$33.1M +12% 12.4% 4 0%
LJHT
4773
Laurie J. Hall Trustee
$306M +$3.64M +1% 5.9% 96% 117 7.69%
BFP
4774
Briaud Financial Planning
Texas
$306M +$52.5M +21% 11.5% 93.1% 366 90.44%
TPW
4775
Transatlantique Private Wealth
New York
$306M +$33.7M +12% 8.82% 89% 234 17.95%