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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
IVGAI
4776
Index Venture Growth Associates IV
Jersey
$306M +$122M +67% 27.3% 2 50%
SII
4777
Silchester International Investors
United Kingdom
$306M -$160M -34% 0.82% 76.6% 3 0%
BBWA
4778
Bell & Brown Wealth Advisors
California
$305M +$25.8M +9% 11% 74 8.11%
TFO
4779
Timonier Family Office
North Carolina
$305M +$37.8M +14% 6.4% 58 6.9%
FAFC
4780
First American Financial Corporation
California
$305M +$11.5M +4% 31.8% 3 0%
PPWM
4781
Paragon Private Wealth Management
Kentucky
$305M +$54M +22% 8.78% 93.9% 219 15.53%
OAM
4782
Oxford Asset Management
United Kingdom
$305M -$99.7K -0% 10.8% 798 82.46%
YWM
4783
Yukon Wealth Management
Kansas
$305M +$25.5M +9% 9.68% 134 17.16%
BCM
4784
Boone Capital Management
Georgia
$305M +$71.8M +31% 59.3% 278% 19 57.89%
SPFSPD
4785
Sava Pension Fund (Sava Penzisko Drushtvo)
$305M 9.72% 24
BE
4786
Bonness Enterprises
District of Columbia
$305M -$548K -0.2% 1.91% 94.6% 38 0%
HPC
4787
Highland Peak Capital
Connecticut
$305M +$37.2M +14% 17% 260% 20 60%
WLPWM
4788
Walled Lake Planning & Wealth Management
Illinois
$305M -$1.9M -0.6% 5.28% 51.7% 150 10.67%
CWA
4789
Consilio Wealth Advisors
Washington
$304M +$24M +9% 6.8% 66.4% 99 16.16%
NI
4790
NYL Investors
New York
$304M -$58.4M -16% 2.86% 12.7% 37 2.7%
TFG
4791
Tilson Financial Group
New Jersey
$304M +$39.2M +15% 5.08% 39.3% 79 7.59%
OFCM
4792
One Fin Capital Management
California
$304M +$8.23M +3% 16.7% 92% 31 77.42%
FPWM
4793
FSB Premier Wealth Management
Iowa
$304M +$23.8M +9% 5.52% 53.9% 234 11.11%
WIC
4794
Whitegate Investment Counselors
New Hampshire
$304M +$9.26M +3% 5.33% 48% 70 8.57%
LI
4795
LifeWealth Investments
Florida
$304M +$28.4M +10% 6.94% 169 23.67%
SC
4796
Schiavi & Co
Delaware
$303M +$8.65M +3% 3.68% 41.4% 45 13.33%
FWA
4797
Flagship Wealth Advisors
Massachusetts
$303M +$38.2M +14% 7.99% 442 19.46%
EP
4798
Essential Partners
California
$303M +$52.7M +21% 10.2% 2,813 24.32%
BDA
4799
Borer Denton & Associates
Pennsylvania
$303M +$14.7M +5% 6.21% 44.2% 62 8.06%
EWA
4800
Etesian Wealth Advisors
Oregon
$303M +$34.6M +13% 5.76% 54.8% 139 7.19%