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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
RF
6001
RHS Financial
California
$205M +$12.1M +6% 2.57% 47.5% 153 18.95%
TDWM
6002
Topel & Distasi Wealth Management
California
$205M +$2.16M +1% 0.89% 33.2% 61 0%
GPW
6003
Gray Private Wealth
Massachusetts
$205M +$6.48M +3% 1.9% 49 6.12%
AWP
6004
Avid Wealth Partners
Texas
$205M +$3.48M +2% 3.03% 71 29.58%
SERBOO
6005
School Employees Retirement Board of Ohio
Ohio
$205M +$10.7M +6% 5.92% 5 20%
OBC
6006
Oakum Bay Capital
Connecticut
$205M 7.69% 78
LFA
6007
Lauterbach Financial Advisors
Texas
$204M +$5.57M +3% 2.93% 71.2% 87 12.64%
PAW
6008
Plan A Wealth
Nebraska
$204M +$7.9M +4% 1.6% 191 17.8%
CI
6009
Canerector Inc
Ontario, Canada
$204M +$8.35M +4% 10.7% 10 10%
HCA
6010
Hyperion Capital Advisors
New York
$204M +$17.3M +9% 9.09% 67.8% 70 15.71%
LWM
6011
Latko Wealth Management
Illinois
$204M +$7.04M +4% 2.63% 34 8.82%
GSP
6012
Grafton Street Partners
Florida
$204M +$18.6M +10% 4.78% 12 16.67%
MCM
6013
McDonough Capital Management
Florida
$204M +$5.38M +3% 4.26% 100% 53 5.66%
MSWM
6014
Mader & Shannon Wealth Management
Missouri
$204M $0 0% 4.02% 53.1% 23 0%
BWM
6015
Birchcreek Wealth Management
Ohio
$204M +$10.1M +5% 2.29% 54.9% 122 13.11%
TOTUOP
6016
Trustees of The University of Pennsylvania
Pennsylvania
$204M 15.1% 3
CPI
6017
Crestview Partners III
New York
$204M -$149M -42% 7.65% 5.73% 3 33.33%
MDP
6018
Millbank Dartmoor Portsmouth
North Carolina
$203M 2.36% 1
WMRU
6019
William Marsh Rice University
Texas
$203M +$57.5M +39% 1.94% 4.44% 2 0%
BMA
6020
Brooks Moore & Associates
Tennessee
$203M +$6.18M +3% 3.39% 57.2% 111 11.71%
BA
6021
Baugh & Associates
Georgia
$203M +$2.18M +1% 1.63% 83.8% 42 4.76%
BFA
6022
Brendel Financial Advisors
New Hampshire
$203M +$8.6M +4% 6.46% 110% 118 28.81%
ORP
6023
Orion Resource Partners
New York
$203M -$71.9M -26% 29% 31 45.16%
KHC
6024
Koesten Hirschmann & Crabtree
Kansas
$203M -$6.25M -3% 2.36% 62.6% 255 83.92%
LI
6025
Latigo Investments
Florida
$203M +$4.81M +2% 2.47% 45.2% 14 0%