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
SNB
3226
Security National Bank
Nebraska
$380M +$39.8M +12% 100
SL
3227
Systelligence LLC
Minnesota
$380M +$21.4M +6% 50
PCM
3228
Punch Card Management
Florida
$380M +$17.8M +5% 3
C
3229
Cliffwater
California
$380M -$40.3M -10% 24
HAS
3230
HBW Advisory Services
California
$379M +$4.44M +1% 280
OWA
3231
Octavia Wealth Advisors
Ohio
$379M +$43.3M +13% 177
LS
3232
Liquid Strategies
Georgia
$379M +$58M +18% 7
GMA
3233
Goldstein Munger & Associates
California
$379M +$21.1M +6% 34
EWF
3234
Epstein & White Financial
California
$379M +$35.6M +10% 100
FCA
3235
FinTrust Capital Advisors
South Carolina
$379M +$33.5M +10% 1,250
WF
3236
WoodTrust Financial
Wisconsin
$379M +$39.2M +12% 129
IBT
3237
International Biotechnology Trust
United Kingdom
$379M +$697K +0.2% 70
HC
3238
HNP Capital
New York
$378M +$41M +12% 149
SQA
3239
Simon Quick Advisors
New Jersey
$378M +$38M +11% 490
FM
3240
Family Management
New York
$378M +$59.3M +19% 206
FAAM
3241
First Ascent Asset Management
Colorado
$377M +$102M +37% 24
SAM
3242
Synergy Asset Management
Washington
$377M +$43.2M +13% 138
SHJ
3243
Sharkey, Howes & Javer
Colorado
$377M +$57M +18% 83
PWMG
3244
Prestige Wealth Management Group
New Jersey
$377M +$10.9M +3% 1,065
CWP
3245
CFM Wealth Partners
Texas
$377M +$45M +14% 179
BCB
3246
Brian C. Broderick
$376M +$29M +8% 81
IIC
3247
Ironwood Investment Counsel
Arizona
$376M +$28.1M +8% 205
BIC
3248
B&I Capital
Switzerland
$376M +$31.9M +9% 35
SIMM
3249
Stillwater Investment Management (Minnesota)
Minnesota
$376M +$28M +8% 82
OAM
3250
Occidental Asset Management
California
$376M +$39.7M +12% 204