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
FA
3201
Fermata Advisors
California
$444M +$24.6M +6% 235
AA
3202
Aire Advisors
California
$444M +$40.4M +10% 160
SFS
3203
Security Financial Services
Indiana
$443M +$35.4M +9% 197
TCMX
3204
Technology Crossover Management XI
California
$443M +$136M +44% 2
ICVCFIA
3205
IDG China Venture Capital Fund IV Associates
Hong Kong
$443M -$252M -36% 4
JWCA
3206
J.W. Coons Advisors
Ohio
$442M +$72.8M +20% 257
AC
3207
Annandale Capital
Texas
$442M +$13.3M +3% 137
LIM
3208
Longfellow Investment Management
Massachusetts
$442M +$37M +9% 299
MTC
3209
Matrix Trust Company
Colorado
$442M +$14.7M +3% 92
TCM
3210
Twele Capital Management
Minnesota
$442M -$181M -29% 43
OC
3211
ORIX Corp
Japan
$442M -$64.1M -13% 1
BSWM
3212
Boston Standard Wealth Management
Massachusetts
$442M +$62.8M +17% 47
TFA
3213
Tobias Financial Advisors
Florida
$441M +$30.7M +7% 102
SIC
3214
SFE Investment Counsel
California
$441M +$57.2M +15% 120
SFG
3215
SevenBridge Financial Group
Pennsylvania
$441M +$17.8M +4% 210
RIS
3216
Retirement Income Solutions
Michigan
$441M +$38.7M +10% 158
SCP
3217
Stamos Capital Partners
California
$441M +$72M +20% 125
DIM
3218
Delta Investment Management
California
$440M +$37M +9% 233
QWM
3219
Quadcap Wealth Management
Texas
$440M +$53.1M +14% 363
NFT
3220
Nan Fung Trinity
Hong Kong
$440M -$42.9M -9% 31
KLWA
3221
Kelly Lawrence W & Associates
California
$439M +$22.8M +5% 188
PPC
3222
Park Presidio Capital
California
$439M +$21.5M +5% 10
DCM
3223
DAFNA Capital Management
California
$439M +$21.9M +5% 86
CFSG
3224
Community Financial Services Group
Vermont
$439M 139
WI
3225
Wahed Invest
New York
$439M +$82.1M +23% 258