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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
5001
StrongBox Wealth
Missouri
$175M -$24.8M -12% 2.13% 57.8% 107 25.23%
CCM
5002
Chicago Capital Management
Illinois
$175M +$30.6M +21% 23.7% 295% 51 84.31%
HCM
5003
Hutner Capital Management
Vermont
$175M +$3.99M +2% 4.82% 53.7% 46 2.17%
CPA
5004
Capital Performance Advisors
California
$175M +$9.98M +6% 3.07% 61.5% 54 9.26%
NC
5005
Nixon Capital
Texas
$175M -$43.3M -20% 3.11% 102% 26 23.08%
SAMU
5006
SONA Asset Management (US)
New York
$175M -$15M -8% 19.7% 20.6% 365 35.89%
ACM
5007
Aubrey Capital Management
United Kingdom
$175M -$81.7M -32% 16.4% 296% 80 65%
SWM
5008
Silverlake Wealth Management
Vermont
$175M -$10.9M -6% 1.82% 54.9% 256 21.88%
WR
5009
WD Rutherford
Oregon
$175M -$22.5M -11% 8.44% 170% 138 13.04%
SFP
5010
Sandbox Financial Partners
Maryland
$175M +$15.6M +10% 4.8% 69.6% 114 23.68%
OFP
5011
OLIO Financial Planning
Virginia
$175M +$6.58M +4% 4.48% 47.8% 49 20.41%
VBFP
5012
Valtinson Bruner Financial Planning
Minnesota
$175M -$7.92M -4% 2.42% 33.4% 103 15.53%
LW
5013
Libra Wealth
California
$175M +$19.8M +13% 5.45% 49.3% 38 36.84%
APSI
5014
Asset Planning Services Inc
Louisiana
$175M -$11.1M -6% 0.61% 117% 47 27.66%
BEVI
5015
Braemar Energy Ventures III
New York
$174M -$811K -0.5% 4.36% 1 0%
JGGDR
5016
JGP Global Gestao de Recursos
Brazil
$174M -$41M -19% 17.8% 206% 89 49.44%
BFP
5017
Briaud Financial Planning
Texas
$174M -$9.86M -5% 2.05% 81.6% 30 20%
TIAM2
5018
Tru Independence Asset Management 2
Oregon
$174M -$14.6M -8% 1.32% 144 40.97%
LAM
5019
L2 Asset Management
Massachusetts
$174M +$30.7M +21% 0.02% 110% 154 37.01%
EA
5020
Eudaimonia Advisors
Tennessee
$174M +$3.85M +2% 0.74% 180 18.33%
PM
5021
Phraction Management
Connecticut
$174M +$8.68M +5% 4.74% 89.7% 79 30.38%
IIA
5022
ICW Investment Advisors
Arizona
$174M -$5.36M -3% 2.81% 45.3% 135 2.96%
KFSC
5023
Keystone Financial Services (Colorado)
Colorado
$174M -$21.3M -11% 2.75% 52.9% 90 23.33%
AEPBI
5024
AH Equity Partners Bio II
California
$174M -$18.5M -10% 31.1% 4 0%
TPW
5025
Tiller Private Wealth
Pennsylvania
$173M +$14.8M +9% 6.21% 53.5% 59 15.25%