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
RP
3226
Rice Partnership
Hawaii
$312M +$26.6M +9% 127
FL
3227
Fourthstone LLC
Missouri
$311M +$60.5M +24% 63
HWM
3228
Hohimer Wealth Management
Washington
$311M -$27.3M -8% 203
KAS
3229
Kemnay Advisory Services
New York
$311M -$100M -24% 38
HWMA
3230
Heritage Wealth Management (Arizona)
Arizona
$311M +$10.8M +4% 1,131
CBFP
3231
Cedar Brook Financial Partners
Ohio
$311M -$8.17M -3% 372
FCMI
3232
Foresite Capital Management IV
California
$311M -$60.4M -16% 9
AGFIA
3233
Accel Growth Fund IV Associates
California
$310M -$41.3M -12% 3
WCFA
3234
Walkner Condon Financial Advisors
Wisconsin
$310M -$9.21M -3% 230
NFT
3235
Nan Fung Trinity
Hong Kong
$310M -$49.5M -14% 23
WCMN
3236
Westchester Capital Management (Nebraska)
Nebraska
$310M -$17.6M -5% 53
SAAM
3237
Solus Alternative Asset Management
New Jersey
$310M -$54.6M -15% 13
NI
3238
Nextech Invest
Switzerland
$310M +$13.2M +4% 14
AWM
3239
Activest Wealth Management
Florida
$309M +$168M +119% 637
SAM
3240
Summit Asset Management
Tennessee
$309M -$13.7M -4% 158
SMI
3241
Shelter Mutual Insurance
Missouri
$309M -$21.3M -6% 54
HFS
3242
Howard Financial Services
Texas
$308M +$14M +5% 135
SIGI
3243
Susquehanna International Group (Ireland)
Ireland
$308M -$111M -26% 107
LWA
3244
Lineweaver Wealth Advisors
Ohio
$308M +$5.56M +2% 136
NCM
3245
Northside Capital Management
Oregon
$308M -$8.64M -3% 93
RA
3246
RiverPark Advisors
New York
$308M -$7.51M -2% 170
SAS
3247
SMI Advisory Services
Indiana
$308M +$27.3M +10% 44
FA
3248
Fermata Advisors
California
$307M +$20.5M +7% 165
RWG
3249
Ratio Wealth Group
Colorado
$307M -$170K -0.1% 63
ECM
3250
Endurant Capital Management
California
$307M +$44.9M +17% 70