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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
LWM
5301
Lodestone Wealth Management
Washington
$252M +$6.77M +3% 1.89% 81.1% 825 8.85%
PI
5302
PJT Investments
$252M +$81.5M +48% 0.15% 8 25%
MFP
5303
Meramec Financial Planners
Missouri
$252M -$4.45M -2% 1.77% 553 12.48%
SLA
5304
Silver Lake Advisory
Utah
$252M -$5.81M -2% 1.72% 70.9% 108 9.26%
IWP
5305
Invenio Wealth Partners
Florida
$252M -$17.3M -6% 0.33% 52% 100 19%
CLA
5306
Carnegie Lake Advisors
New Jersey
$252M -$10.8M -4% 1.85% 175 10.29%
SHA
5307
Seneca House Advisors
Virginia
$252M -$15.6M -6% 1.02% 58.2% 108 16.67%
TODC
5308
Trustees of Dartmouth College
New Hampshire
$252M -$142M -36% 2.19% 52.5% 11 18.18%
WIA
5309
Wetzel Investment Advisors
Indiana
$252M +$4.58M +2% 1.21% 136 6.62%
DWM
5310
Ducere Wealth Management
California
$251M -$7.13M -3% 2.65% 145 23.45%
HAFS
5311
Hapanowicz & Associates Financial Services
Pennsylvania
$251M -$3.77M -1% 3.15% 58.5% 35 14.29%
WCM
5312
Weik Capital Management
Pennsylvania
$251M -$15.6M -6% 2.85% 66.9% 94 6.38%
WSIB
5313
Washington State Investment Board
Washington
$251M -$58.7M -19% 20.5% 567% 2 0%
BAM
5314
Bayshore Asset Management
Florida
$251M +$6.19M +3% 2.4% 62.3% 42 7.14%
HSWM
5315
Hubbell Strickland Wealth Management
Louisiana
$251M +$2.36M +0.9% 0.56% 56.8% 85 8.24%
MM
5316
M37 Management
California
$251M +$105M +72% 11.7% 15 40%
TFP
5317
TrueWealth Financial Partners
Washington
$251M +$130M +107% 0.14% 36.4% 111 95.5%
BWA
5318
Boulder Wealth Advisors
Colorado
$251M +$14.3M +6% 4.01% 42 30.95%
QCIG
5319
Quad-Cities Investment Group
Iowa
$251M +$8.51M +4% 0.99% 61% 206 10.68%
RW
5320
REDW Wealth
New Mexico
$251M -$11.6M -4% 0.61% 54.1% 105 8.57%
EWM
5321
Essex Woodlands Management
Texas
$251M -$67.7M -21% 10.3% 55% 6 16.67%
CWM
5322
Chicago Wealth Management
Illinois
$251M +$1.68M +0.7% 7.84% 134% 64 25%
PF
5323
Parker Financial
Washington
$250M +$3.72M +2% 0.92% 45% 38 13.16%
VM
5324
VPR Management
Texas
$250M +$25.7M +11% 8.62% 60.8% 69 14.49%
ER
5325
EVR Research
Virginia
$250M +$64.7M +35% 0.79% 165% 43 53.49%