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
TL
3126
TrueWealth LLC
Georgia
$232M +$6.71M +3% 767
SFPM
3127
Sensible Financial Planning & Management
Massachusetts
$232M -$2.1M -0.9% 36
NI
3128
NYL Investors
New York
$232M +$43.4M +23% 28
BFO
3129
Biltmore Family Office
North Carolina
$232M +$46.8M +25% 181
BPA
3130
Beacon Pointe Advisors
California
$232M -$42.5M -16% 210
AC
3131
AMS Capital
Brazil
$231M +$96M +71% 31
APSP
3132
Asset Planning Services (Pennsylvania)
Pennsylvania
$231M +$3.67M +2% 294
AA
3133
AlphaMark Advisors
Kentucky
$231M +$2.91M +1% 557
BA
3134
Birinyi Associates
Connecticut
$231M -$7.63M -3% 85
CIA
3135
CSat Investment Advisory
Michigan
$230M +$12.4M +6% 1,085
FA
3136
FMA Advisory
Pennsylvania
$230M +$5.1M +2% 149
PC
3137
Peavine Capital
Nevada
$230M -$9.67M -4% 14
CVSCT
3138
C.V. Starr & Co Trust
New York
$230M +$4.37M +2% 29
KFBMI
3139
Kentucky Farm Bureau Mutual Insurance
Kentucky
$230M -$8.07M -3% 87
EF
3140
Empowered Funds
Pennsylvania
$230M -$9.54M -4% 131
WAM
3141
Wakefield Asset Management
Colorado
$230M -$23.1M -9% 215
FC
3142
Financial Consulate
Maryland
$230M +$7.37M +3% 109
TLA
3143
Tree Line Advisors
Hong Kong
$230M +$26.1M +13% 7
WIM
3144
Wittenberg Investment Management
Massachusetts
$229M -$4.67M -2% 83
WWM
3145
Windsor Wealth Management
Indiana
$229M +$1.5M +0.7% 190
BOS
3146
Bank of Stockton
California
$229M +$31.7M +16% 113
SIC
3147
Starr International Company
Switzerland
$228M -$11.8M -5% 35
RMAM
3148
Raab & Moskowitz Asset Management
New Jersey
$228M +$2.89M +1% 163
IWA
3149
Inspirion Wealth Advisors
Illinois
$228M -$3.26M -1% 79
AWA
3150
Artemis Wealth Advisors
New York
$228M +$32.3M +16% 30