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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
TFP
5901
TrueWealth Financial Partners
Washington
$161M -$4.94M -3% 19
4FG
5902
4Thought Financial Group
New York
$161M -$925K -0.6% 110
CQWA
5903
Chokshi & Queen Wealth Advisors
California
$161M 48
BCM
5904
BML Capital Management
Indiana
$161M -$8.98M -5% 32
PDN
5905
Pensionfund DSM Netherlands
Netherlands
$161M -$57.4M -26% 70
RAS
5906
RPS Advisory Solutions
Kentucky
$161M +$21M +15% 117
WF
5907
Williams Financial
Vermont
$161M +$642K +0.4% 18
PWMG
5908
Pinnacle Wealth Management Group
Michigan
$161M +$2.09M +1% 121
FCM
5909
Fairbanks Capital Management
California
$161M +$1.31M +0.8% 54
HG
5910
Herbst Group
Connecticut
$160M -$1.04M -0.6% 62
HSWS
5911
Higgins & Schmidt Wealth Strategies
Colorado
$160M +$5.44M +4% 63
PSB
5912
Passumpsic Savings Bank
Vermont
$160M +$7.99M +5% 89
BCPWM
5913
Bradley & Co Private Wealth Management
Florida
$160M 189
HIMS
5914
Hager Investment Management Services
New Hampshire
$160M 287
CTFG
5915
Capstone Triton Financial Group
Oklahoma
$160M +$3.7M +2% 113
RGC
5916
Rubicon Global Capital
United Kingdom
$160M 9
LIWM
5917
Long Island Wealth Management
New York
$160M +$7.5M +5% 73
SFG
5918
Sowa Financial Group
Rhode Island
$160M +$1.48M +0.9% 34
APC
5919
Asset Planning Corporation
Tennessee
$160M +$6.46M +4% 46
VWA
5920
Valued Wealth Advisors
Utah
$160M +$5.36M +3% 684
C
5921
Covestor
United Kingdom
$159M +$138K +0.1% 2,906
BWM
5922
Birchcreek Wealth Management
Ohio
$159M +$6.61M +4% 130
BFA
5923
Bright Financial Advisors
Michigan
$159M +$1.89M +1% 57
EBA
5924
Eagle Bay Advisors
New York
$159M -$102M -39% 1,414
DAM
5925
Draper Asset Management
New York
$159M +$20.5M +15% 19