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
WA
3101
Wealth Alliance
New York
$278M +$25.1M +10% 330
SW
3102
SkyOak Wealth
Michigan
$278M +$7.26M +3% 257
VDBMI
3103
Van Den Berg Management I
Texas
$278M +$33.6M +14% 42
ACP
3104
Aveo Capital Partners
Colorado
$278M +$228M +460% 193
CFA
3105
Cahill Financial Advisors
Minnesota
$278M +$19.1M +7% 172
ZF
3106
Zhang Financial
Michigan
$277M +$18.1M +7% 102
MIM
3107
Martin Investment Management
Florida
$277M +$37.3M +16% 49
GG
3108
GenWealth Group
New Jersey
$277M +$18.9M +7% 71
FC
3109
Fulcrum Capital
Washington
$276M +$12.6M +5% 69
WF
3110
WoodTrust Financial
Wisconsin
$276M +$26.3M +11% 112
BBL
3111
Beck Bode LLC
Massachusetts
$276M +$32.5M +13% 327
SIMM
3112
Stillwater Investment Management (Minnesota)
Minnesota
$276M +$22.9M +9% 68
CAN
3113
Claraphi Advisory Network
United States
$276M +$41.7M +18% 326
KBFS
3114
Kohmann Bosshard Financial Services
Ohio
$276M +$6.68M +2% 127
SIM
3115
Stratos Investment Management
Ohio
$275M +$38.9M +16% 113
AGC
3116
Alden Global Capital
Florida
$275M +$42.6M +18% 26
PI
3117
Pennant Investors
New Jersey
$275M +$44M +19% 23
RWMH
3118
Riverpoint Wealth Management Holdings
Illinois
$275M +$19M +7% 76
MCFIG
3119
Motive Capital Fund I GP
New York
$275M 1
PAMI
3120
Perseverance Asset Management International
Cayman Islands
$275M +$1.01M +0.4% 20
MCM
3121
Marathon Capital Management
Maryland
$275M +$14.4M +6% 156
SIG
3122
Sargent Investment Group
Maryland
$275M +$8.51M +3% 162
RHFI
3123
Reilly Herbert Faulkner III
$274M +$23.2M +9% 53
TFCP
3124
Twin Focus Capital Partners
Massachusetts
$274M +$25.4M +10% 157
ROC
3125
Running Oak Capital
Minnesota
$274M +$21.4M +8% 67