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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
SPT
5126
Siemens Pension Trust
Germany
$204M -$76.6M -27% 27.3% 32% 1 0%
PS
5127
Planned Solutions
California
$204M -$9.85M -5% 6.74% 60.8% 585 82.74%
NERM
5128
New England Research & Management
Illinois
$204M +$15M +8% 6.86% 56.4% 175 21.14%
NAH
5129
Neumann Advisory (HK)
Hong Kong
$204M -$58.4M -22% 18.1% 88.4% 15 6.67%
CJH
5130
Christopher J. Hasenberg
Wisconsin
$204M +$24.3M +14% 11.8% 110 81.82%
OAP
5131
One Advisory Partners
Kansas
$204M +$13.1M +7% 6.33% 54.2% 48 22.92%
BIA
5132
Bigelow Investment Advisors
Maine
$203M +$18.5M +10% 8.32% 53.9% 158 8.23%
PK
5133
Pflug Koory
Nebraska
$203M +$14.5M +8% 10% 409 2.93%
FGI
5134
Foresight Global Investors
New York
$203M +$28.7M +16% 8.02% 62.9% 47 34.04%
DA
5135
DCF Advisers
Connecticut
$203M +$18.8M +10% 9.77% 156% 95 24.21%
DFG
5136
Demars Financial Group
Washington
$203M +$16M +9% 9.69% 60.9% 80 33.75%
GAMC
5137
Garner Asset Management Corp
Texas
$203M -$2.83M -1% 6.05% 68.1% 345 60.29%
TLA
5138
Tanglewood Legacy Advisors
Texas
$203M +$19.9M +11% 8.51% 53.1% 302 9.93%
DAM
5139
Derbend Asset Management
Georgia
$203M +$30.4M +18% 9.32% 23.9% 118 16.1%
RWA
5140
Rooted Wealth Advisors
Illinois
$203M +$11.7M +6% 6.36% 50.8% 83 13.25%
VWM
5141
Vigilare Wealth Management
Arizona
$203M +$8.67M +4% 3.86% 56.9% 113 30.09%
HCM
5142
Hall Capital Management
Rhode Island
$203M +$32.3M +19% 6.85% 100 9%
PWM
5143
Purus Wealth Management
California
$203M +$30M +17% 18.1% 156% 130 19.23%
TPW
5144
TL Private Wealth
Texas
$202M +$8.61M +4% 6.42% 46% 49 20.41%
PBC
5145
Pavion Blue Capital
California
$202M +$20.8M +11% 11.4% 67.6% 103 8.74%
MAWCM
5146
Mine & Arao Wealth Creation & Management
California
$202M +$17.2M +9% 10.2% 92% 395 21.52%
MS
5147
Marshall & Sullivan
Washington
$202M +$12.9M +7% 8.65% 82% 41 4.88%
SPI
5148
Sutton Place Investors
New York
$202M +$63.9M +46% 8.76% 55.9% 157 29.3%
WSWA
5149
Warren Street Wealth Advisors
California
$202M +$25.8M +15% 8.28% 75.7% 97 8.25%
HPFG
5150
Hart & Patterson Financial Group
Massachusetts
$202M +$9.39M +5% 4.42% 68 14.71%