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
SFS
3201
Security Financial Services
Indiana
$443M +$35.4M +9% 197
TCMX
3202
Technology Crossover Management XI
California
$443M +$136M +44% 2
ICVCFIA
3203
IDG China Venture Capital Fund IV Associates
Hong Kong
$443M -$252M -36% 4
JWCA
3204
J.W. Coons Advisors
Ohio
$442M +$72.8M +20% 257
AC
3205
Annandale Capital
Texas
$442M +$13.3M +3% 137
LIM
3206
Longfellow Investment Management
Massachusetts
$442M +$37M +9% 299
MTC
3207
Matrix Trust Company
Colorado
$442M +$14.7M +3% 92
TCM
3208
Twele Capital Management
Minnesota
$442M -$181M -29% 43
OC
3209
ORIX Corp
Japan
$442M -$64.1M -13% 1
BSWM
3210
Boston Standard Wealth Management
Massachusetts
$442M +$62.8M +17% 47
TFA
3211
Tobias Financial Advisors
Florida
$441M +$30.7M +7% 102
SIC
3212
SFE Investment Counsel
California
$441M +$57.2M +15% 120
SFG
3213
SevenBridge Financial Group
Pennsylvania
$441M +$17.8M +4% 210
RIS
3214
Retirement Income Solutions
Michigan
$441M +$38.7M +10% 158
SCP
3215
Stamos Capital Partners
California
$441M +$72M +20% 125
DIM
3216
Delta Investment Management
California
$440M +$37M +9% 233
QWM
3217
Quadcap Wealth Management
Texas
$440M +$53.1M +14% 363
NFT
3218
Nan Fung Trinity
Hong Kong
$440M -$42.9M -9% 31
KLWA
3219
Kelly Lawrence W & Associates
California
$439M +$22.8M +5% 188
PPC
3220
Park Presidio Capital
California
$439M +$21.5M +5% 10
DCM
3221
DAFNA Capital Management
California
$439M +$21.9M +5% 86
CFSG
3222
Community Financial Services Group
Vermont
$439M 139
WI
3223
Wahed Invest
New York
$439M +$82.1M +23% 258
GF
3224
Goodman Financial
Texas
$438M +$65.2M +17% 56
UI
3225
Untitled Investments
New York
$438M +$147M +50% 21