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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
GU
5901
Georgetown University
District of Columbia
$244M +$23.1M +10% 13.3% 79.9% 11 0%
SHFP
5902
Second Half Financial Partners
Florida
$244M +$21.8M +10% 10.1% 36.8% 122 31.97%
SGWM
5903
Sterling Group Wealth Management
California
$244M +$32.3M +15% 14.9% 67.7% 68 23.53%
GREM
5904
Grey Rock Energy Management
Texas
$244M -$80.7M -25% 24.9% 1 0%
PC
5905
Powers Capital
California
$244M +$32.1M +15% 15.3% 2 0%
CCA
5906
Cypress Capital Advisors
Tennessee
$243M +$58.9M +32% 8.57% 82 12.2%
TC
5907
Tejara Capital
United Kingdom
$243M -$60.1M -20% 6.51% 17.3% 98 58.16%
JP
5908
JNE Partners
United Kingdom
$243M -$1.19M -0.5% 2.94% 100% 7 14.29%
MWA
5909
Motive Wealth Advisors
Michigan
$243M +$30.2M +14% 14.9% 66% 102 15.69%
UWM
5910
Udine Wealth Management
Florida
$243M +$38.3M +19% 18.4% 127% 45 33.33%
NAM
5911
NewGen Asset Management
Ontario, Canada
$243M -$15.9M -6% 4.72% 402% 47 63.83%
LWMI
5912
Legacy Wealth Management (Idaho)
Idaho
$243M +$41.5M +21% 17.8% 1,072 84.51%
TF
5913
Threadgill Financial
Texas
$243M -$102M -30% 10.8% 49.3% 48 33.33%
OWSCM
5914
One William Street Capital Management
New York
$242M -$937M -79% 3.16% 44% 18 27.78%
PSF
5915
Pacific Sun Financial
California
$242M +$36M +17% 18.6% 70.3% 222 10.81%
SS
5916
Sound Stewardship
Kansas
$242M +$24.1M +11% 8.38% 43.2% 73 13.7%
EAM
5917
Eukles Asset Management
Ohio
$242M +$18.1M +8% 12.5% 77.2% 243 8.23%
HSWS
5918
Higgins & Schmidt Wealth Strategies
Colorado
$242M +$23.4M +11% 12.5% 68 11.76%
IF
5919
IRON Financial
Illinois
$242M +$13.5M +6% 8.66% 51.4% 156 10.26%
LIWM
5920
Long Island Wealth Management
New York
$242M +$26.6M +12% 10.4% 97 10.31%
DEA
5921
DoubleLine ETF Adviser
Florida
$242M -$20.6M -8% 6.25% 51.6% 217 40.55%
WCP
5922
Wealthcare Capital Partners
Pennsylvania
$242M +$28.6M +13% 10.8% 185 20.54%
TFP
5923
TrueWealth Financial Partners
Washington
$242M -$8.88M -4% 7.61% 36.4% 66 57.58%
RPSM
5924
Royalty Pharma Sub-Manager
New York
$242M +$69.2M +40% 27.9% 5 40%
FH
5925
Financial Harvest
Florida
$242M +$72.1M +42% 10.2% 67 14.93%