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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
IRAG
4826
Investment Research & Advisory Group
Georgia
$295M +$26.6M +10% 7.79% 88.6% 263 11.03%
RHP
4827
Royal Harbor Partners
Texas
$295M +$21.2M +8% 5.88% 49.5% 52 9.62%
DFA
4828
DHJJ Financial Advisors
Illinois
$295M +$17.9M +6% 6.53% 56.7% 1,023 6.35%
4WM
4829
44 Wealth Management
Oregon
$295M +$12.3M +4% 5.52% 219 22.37%
PWM
4830
Prosperity Wealth Management
California
$295M +$24.8M +9% 10.7% 175% 292 37.33%
EL
4831
EQ LLC
Washington
$295M +$37M +14% 8.11% 72.9% 76 7.89%
IP
4832
Indigo Partners
Arizona
$294M +$76.8M +35% 37% 43.8% 2 0%
SM
4833
Sensible Money
Arizona
$294M +$30.4M +12% 7.87% 65% 92 9.78%
PCM
4834
Ping Capital Management
New York
$294M -$117M -28% 12.1% 80 18.75%
CRI
4835
Commonwealth Retirement Investments
Virginia
$294M +$31.2M +12% 8.24% 70.1% 122 11.48%
PC
4836
Prevatt Capital
Bahamas
$294M +$2.66M +0.9% 4.91% 11 18.18%
NG
4837
NWK Group
California
$294M +$9.28M +3% 11.9% 227% 77 24.68%
TWM
4838
TSA Wealth Management
Texas
$294M +$20.2M +7% 6.57% 91 8.79%
ACG
4839
Arch Capital Group
Bermuda
$294M +$507K +0.2% 0.17% 2.15% 4 0%
OPAM
4840
Olympus Peak Asset Management
Connecticut
$294M +$21.2M +8% 11.3% 1 0%
EWA
4841
Encompass Wealth Advisors
Oregon
$294M +$20.9M +8% 6.67% 63.2% 110 6.36%
XPN
4842
XY Planning Network
Montana
$294M $0 0% 6.03% 173 0%
WAOI
4843
Wealth Advisors of Iowa
Iowa
$294M +$26.2M +10% 5.64% 60.9% 87 18.39%
2L
4844
25 LLC
Missouri
$294M +$21.5M +8% 6.21% 44.2% 68 10.29%
AV
4845
Aspiring Ventures
Ohio
$293M +$66.4M +29% 22.2% 74 20.27%
GB
4846
Goepper Burkhardt
South Carolina
$293M +$21.9M +8% 6.35% 43.8% 103 6.8%
PWP
4847
Parkwoods Wealth Partners
New York
$293M +$120M +69% 6.94% 100 29%
DIP
4848
Davis Investment Partners
North Carolina
$293M +$13.5M +5% 7.8% 64.6% 167 10.78%
RWPA
4849
Richard W. Paul & Associates
Michigan
$293M +$16.3M +6% 7.52% 55.4% 354 15.54%
LAM
4850
Lifestyle Asset Management
Texas
$293M +$78.6M +37% 9.5% 82.6% 149 26.17%