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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
ACM
5276
Avos Capital Management
Washington
$253M +$24.2M +11% 3.61% 68 61.76%
JWM
5277
Jupiter Wealth Management
Colorado
$253M +$28.4M +13% 2.65% 85.9% 95 16.84%
DIM
5278
DLK Investment Management
California
$253M -$15.8M -6% 3.1% 103 25.24%
N
5279
Naspers
South Africa
$253M -$210M -45% 0.97% 22.8% 3 0%
SRWM
5280
Shira Ridge Wealth Management
California
$253M +$3.78M +2% 2.61% 64.9% 85 9.41%
FP
5281
FFG Partners
Florida
$253M -$92.2M -27% 0.87% 50 50%
ORC
5282
O'Rourke & Company
Massachusetts
$253M -$4.48M -2% 2.28% 62.4% 177 8.47%
SCM
5283
Stonehearth Capital Management
Massachusetts
$252M -$17.8M -7% 2.17% 80.7% 103 13.59%
RA
5284
Ruggaard & Associates
Ohio
$252M -$1.61M -0.6% 0.46% 39.1% 126 7.14%
LWM
5285
Lodestone Wealth Management
Washington
$252M +$6.77M +3% 1.89% 81.1% 825 8.85%
PI
5286
PJT Investments
$252M +$81.5M +48% 0.15% 8 25%
MFP
5287
Meramec Financial Planners
Missouri
$252M -$4.45M -2% 1.77% 553 12.48%
SLA
5288
Silver Lake Advisory
Utah
$252M -$5.81M -2% 1.72% 70.9% 108 9.26%
IWP
5289
Invenio Wealth Partners
Florida
$252M -$17.3M -6% 0.33% 41.8% 100 19%
CLA
5290
Carnegie Lake Advisors
New Jersey
$252M -$10.8M -4% 1.85% 175 10.29%
SHA
5291
Seneca House Advisors
Virginia
$252M -$15.6M -6% 1.02% 48% 108 16.67%
TODC
5292
Trustees of Dartmouth College
New Hampshire
$252M -$142M -36% 2.19% 39% 11 18.18%
WIA
5293
Wetzel Investment Advisors
Indiana
$252M +$4.58M +2% 1.21% 136 6.62%
DWM
5294
Ducere Wealth Management
California
$251M -$7.13M -3% 2.65% 145 23.45%
HAFS
5295
Hapanowicz & Associates Financial Services
Pennsylvania
$251M -$3.77M -1% 3.15% 51.1% 35 14.29%
WCM
5296
Weik Capital Management
Pennsylvania
$251M -$15.6M -6% 2.85% 67.4% 94 6.38%
WSIB
5297
Washington State Investment Board
Washington
$251M -$58.7M -19% 20.5% 613% 2 0%
BAM
5298
Bayshore Asset Management
Florida
$251M +$6.19M +3% 2.4% 62.3% 42 7.14%
HSWM
5299
Hubbell Strickland Wealth Management
Louisiana
$251M +$2.36M +0.9% 0.56% 49.2% 85 8.24%
MM
5300
M37 Management
California
$251M +$105M +72% 11.7% 15 40%