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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
SW
4876
StrongBox Wealth
Missouri
$296M +$32M +12% 6.04% 57.8% 92 9.78%
AIM
4877
Alpine Investment Management
Hong Kong
$295M -$36.1M -11% 18.2% 33.7% 10 70%
JCM
4878
Jacobsen Capital Management
Utah
$295M +$23.4M +9% 8.11% 86.7% 125 10.4%
ISFAN
4879
Investor's Fiduciary Advisor Network
Washington
$295M +$25.9M +10% 7.13% 243 12.35%
IRAG
4880
Investment Research & Advisory Group
Georgia
$295M +$26.6M +10% 7.79% 88.6% 263 11.03%
RHP
4881
Royal Harbor Partners
Texas
$295M +$21.2M +8% 5.88% 49.5% 52 9.62%
DFA
4882
DHJJ Financial Advisors
Illinois
$295M +$17.9M +6% 6.53% 56.7% 1,023 6.35%
4WM
4883
44 Wealth Management
Oregon
$295M +$12.3M +4% 5.52% 219 22.37%
PWM
4884
Prosperity Wealth Management
California
$295M +$24.8M +9% 10.7% 175% 292 37.33%
EL
4885
EQ LLC
Washington
$295M +$37M +14% 8.11% 72.9% 76 7.89%
IP
4886
Indigo Partners
Arizona
$294M +$76.8M +35% 37% 2.56% 2 0%
SM
4887
Sensible Money
Arizona
$294M +$30.4M +12% 7.87% 65% 92 9.78%
PCM
4888
Ping Capital Management
New York
$294M -$117M -28% 12.1% 80 18.75%
CRI
4889
Commonwealth Retirement Investments
Virginia
$294M +$31.2M +12% 8.24% 84.4% 122 11.48%
PC
4890
Prevatt Capital
Bahamas
$294M +$2.66M +0.9% 4.91% 11 18.18%
NG
4891
NWK Group
California
$294M +$9.28M +3% 11.9% 268% 77 24.68%
TWM
4892
TSA Wealth Management
Texas
$294M +$20.2M +7% 6.57% 91 8.79%
ACG
4893
Arch Capital Group
Bermuda
$294M +$507K +0.2% 0.17% 3.08% 4 0%
OPAM
4894
Olympus Peak Asset Management
Connecticut
$294M +$21.2M +8% 11.3% 1 0%
EWA
4895
Encompass Wealth Advisors
Oregon
$294M +$20.9M +8% 6.67% 63.2% 110 6.36%
XPN
4896
XY Planning Network
Montana
$294M $0 0% 6.03% 173 0%
WAOI
4897
Wealth Advisors of Iowa
Iowa
$294M +$26.2M +10% 5.64% 60.9% 87 18.39%
2L
4898
25 LLC
Missouri
$294M +$21.5M +8% 6.21% 44.2% 68 10.29%
AV
4899
Aspiring Ventures
Ohio
$293M +$66.4M +29% 22.2% 74 20.27%
GB
4900
Goepper Burkhardt
South Carolina
$293M +$21.9M +8% 6.35% 50.4% 103 6.8%