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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
TBC
5076
Ted Buchan & Co
California
$252M +$40.1M +19% 7.67% 61% 97 16.49%
IWP
5077
Invenio Wealth Partners
Florida
$252M +$13.3M +6% 6.56% 41.8% 106 25.47%
RW
5078
REDW Wealth
New Mexico
$251M -$17.2M -6% 7.56% 44.4% 109 8.26%
EFN
5079
Equita Financial Network
Pennsylvania
$251M -$34.9M -12% 8.33% 46.4% 95 24.21%
PPWM
5080
Paragon Private Wealth Management
Kentucky
$251M +$35.7M +17% 13.4% 93.9% 201 15.42%
HHMI
5081
Howard Hughes Medical Institute
Maryland
$251M +$48.7M +24% 10.6% 59.3% 502 99.8%
RFM
5082
Ranmore Fund Management
United Kingdom
$251M +$83.5M +50% 5.2% 19 47.37%
UOIF
5083
University of Illinois Foundation
Illinois
$251M -$67.5M -21% 11% 17 76.47%
PHC
5084
Palidye Holdings (Caymans)
Cayman Islands
$251M -$40.6M -14% 43% 4 100%
EP
5085
Essential Partners
California
$250M 13.2% 2,273
SCG
5086
Sonata Capital Group
Washington
$250M +$20.5M +9% 8.55% 57.4% 123 10.57%
LA
5087
LFL Advisers
Illinois
$250M +$21.6M +9% 7.73% 63.5% 8 0%
SRC
5088
Stone Run Capital
New York
$250M +$12.8M +5% 8.22% 77.8% 72 13.89%
CWA
5089
Cura Wealth Advisors
Illinois
$250M +$2.96M +1% 1.3% 133 33.83%
CCAM
5090
Codex Capital Asset Management
Texas
$250M +$37.8M +18% 21.1% 34 5.88%
IA
5091
IMZ Advisory
Florida
$250M +$29.4M +13% 10.4% 42 7.14%
KNFPWM
5092
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$250M +$28.1M +13% 9.77% 77 7.79%
FWP
5093
Family Wealth Partners
North Carolina
$250M +$30.8M +14% 8.83% 62 17.74%
TFA
5094
TPG Financial Advisors
Oregon
$250M +$23.6M +10% 6.72% 72 18.06%
IGYL
5095
I.G.Y. Ltd
United Kingdom
$250M +$12.5M +5% 6.08% 81.2% 3 0%
ECA
5096
Elevation Capital Advisory
Oregon
$249M +$20.2M +9% 10.9% 82 60.98%
WRTC
5097
Wind River Trust Company
Wyoming
$249M +$16.3M +7% 9.6% 51% 9 0%
ITFISA
5098
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$249M +$37.4M +18% 22% 183% 222 26.58%
PWS
5099
Peloton Wealth Strategists
Indiana
$249M +$10.1M +4% 6.01% 41.1% 96 11.46%
JWM
5100
Jessup Wealth Management
Ohio
$249M +$11.3M +5% 12.3% 116% 81 16.05%