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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
SRWM
5201
Shira Ridge Wealth Management
California
$253M +$3.78M +2% 85
ORC
5202
O'Rourke & Company
Massachusetts
$253M -$4.48M -2% 177
FP
5203
FFG Partners
Florida
$253M -$92.3M -27% 49
SCM
5204
Stonehearth Capital Management
Massachusetts
$252M -$17.8M -7% 103
RA
5205
Ruggaard & Associates
Ohio
$252M -$1.61M -0.6% 125
LWM
5206
Lodestone Wealth Management
Washington
$252M +$6.77M +3% 826
PI
5207
PJT Investments
$252M +$81.5M +48% 8
MFP
5208
Meramec Financial Planners
Missouri
$252M -$4.45M -2% 553
SLA
5209
Silver Lake Advisory
Utah
$252M -$5.81M -2% 108
IWP
5210
Invenio Wealth Partners
Florida
$252M -$17.3M -6% 100
CLA
5211
Carnegie Lake Advisors
New Jersey
$252M -$10.8M -4% 175
SHA
5212
Seneca House Advisors
Virginia
$252M -$15.6M -6% 108
TODC
5213
Trustees of Dartmouth College
New Hampshire
$252M -$142M -36% 11
WIA
5214
Wetzel Investment Advisors
Indiana
$252M +$4.58M +2% 136
DWM
5215
Ducere Wealth Management
California
$251M -$7.13M -3% 145
HAFS
5216
Hapanowicz & Associates Financial Services
Pennsylvania
$251M -$3.77M -1% 35
WCM
5217
Weik Capital Management
Pennsylvania
$251M -$15.6M -6% 94
VWM
5218
Vermillion Wealth Management
Minnesota
$251M +$7.22M +3% 1,580
WSIB
5219
Washington State Investment Board
Washington
$251M -$58.7M -19% 2
BAM
5220
Bayshore Asset Management
Florida
$251M +$6.22M +3% 41
HSWM
5221
Hubbell Strickland Wealth Management
Louisiana
$251M +$2.36M +0.9% 85
MM
5222
M37 Management
California
$251M +$105M +72% 15
TFP
5223
TrueWealth Financial Partners
Washington
$251M +$130M +107% 111
QCIG
5224
Quad-Cities Investment Group
Iowa
$251M +$8.51M +4% 206
RW
5225
REDW Wealth
New Mexico
$251M -$11.6M -4% 105