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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
TWM
2251
Tanglewood Wealth Management
Texas
$1.09B +$14.7M +1% 3.99% 59.7% 41 19.51%
AA
2252
Apriem Advisors
California
$1.09B +$32.6M +3% 3.4% 74.3% 198 5.56%
MVIP
2253
Mar Vista Investment Partners
California
$1.09B -$61.2M -5% 2.51% 73.9% 36 16.67%
AT
2254
Avenir Tech
Hong Kong
$1.09B -$267M -20% 22.4% 33 36.36%
FBFS
2255
First Business Financial Services
Wisconsin
$1.09B -$1.04M -0.1% 3.08% 74% 187 11.23%
SPWG
2256
Syntegra Private Wealth Group
Missouri
$1.09B +$28.3M +3% 1.55% 52% 196 6.63%
GA
2257
GuoLine Advisory
Singapore
$1.09B +$83.8M +8% 5.88% 81.9% 23 4.35%
IA
2258
Inspire Advisors
Idaho
$1.09B +$41.4M +4% 1.26% 60.2% 653 34.61%
VFP
2259
Verus Financial Partners
Virginia
$1.09B +$47.2M +5% 1.82% 41.6% 125 11.2%
OFS
2260
OneAscent Financial Services
Alabama
$1.09B -$416M -28% 2.14% 63.8% 559 31.66%
HWA
2261
Heartwood Wealth Advisors
Virginia
$1.09B +$14M +1% 1.89% 56.2% 632 68.2%
BFFIM
2262
Baring Fintech Fund III Managers
Guernsey
$1.08B -$94.3M -8% 4.35% 1 0%
AAIM
2263
Asset Advisors Investment Management
Georgia
$1.08B +$27.5M +3% 1.89% 58.7% 113 7.08%
LSA
2264
L & S Advisors
California
$1.08B +$41.8M +4% 8.22% 231% 389 17.22%
GHC
2265
Graham Holdings Company
Virginia
$1.08B +$83.1M +8% 10.4% 95.1% 6 0%
PHS
2266
Pekin Hardy Strauss
Illinois
$1.08B +$84.3M +8% 7.5% 102% 490 24.08%
CF
2267
Clarity Financial
Texas
$1.08B +$73.7M +7% 1.92% 56.8% 128 16.41%
EFG
2268
Everhart Financial Group
Ohio
$1.08B +$81.8M +8% 3.42% 113% 440 16.59%
SFP
2269
Shepherd Financial Partners
Massachusetts
$1.08B +$28.5M +3% 3.21% 78% 257 9.73%
CGA
2270
Crescent Grove Advisors
Illinois
$1.08B +$23.7M +2% 1.14% 61.1% 316 13.29%
HHAA
2271
Henry H. Armstrong Associates
Pennsylvania
$1.08B -$28.8M -3% 0.01% 49.3% 63 3.17%
LCM
2272
LVM Capital Management
Michigan
$1.08B +$36M +3% 5.86% 107% 177 15.82%
ME
2273
McIlrath & Eck
Washington
$1.08B +$108M +11% 2.5% 44% 1,026 13.55%
PGCM
2274
Prescott Group Capital Management
Oklahoma
$1.08B +$128M +13% 2.43% 148% 285 18.95%
LOAMU
2275
Lombard Odier Asset Management (USA)
New York
$1.08B -$415M -28% 5.6% 96.8% 459 63.18%