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
ROTUOC
3226
Regents of the University of California
California
$468M +$146M +45% 8
IPW
3227
Impact Partnership Wealth
Georgia
$468M -$27.2M -5% 349
CNBTD
3228
Citizens National Bank Trust Department
Mississippi
$468M -$4.82M -1% 411
SCM
3229
Schnieders Capital Management
California
$468M -$36.5M -7% 214
GUB
3230
Golden Unicorn BVI
$468M -$100M -18% 3
PWMG
3231
Prestige Wealth Management Group
New Jersey
$468M -$13.1M -3% 1,076
CTAF
3232
Call To Action Foundation
Utah
$467M -$21.2M -4% 1
A6
3233
Anchor @ 65
Singapore
$467M +$58M +14% 2
IF
3234
Ironwood Financial
Arizona
$466M -$10.4M -2% 164
MCIA
3235
Mountain Capital Investment Advisors
Colorado
$466M -$16.7M -3% 69
FFIC
3236
First Fiduciary Investment Counsel
Ohio
$466M -$25.6M -5% 69
CC
3237
Cadinha & Co
Hawaii
$465M -$137M -23% 106
DAM
3238
Deltec Asset Management
New York
$465M -$40.3M -8% 188
CWC
3239
Carolinas Wealth Consulting
North Carolina
$465M -$43.9M -9% 1,109
MFS
3240
McNamara Financial Services
Massachusetts
$465M +$39.5M +9% 95
BCM
3241
Bourgeon Capital Management
Connecticut
$465M -$71M -13% 127
GF
3242
Goodman Financial
Texas
$464M -$4.16M -0.9% 82
LRIA
3243
Leonard Rickey Investment Advisors
Washington
$464M +$29.5M +7% 112
KI
3244
Koch Inc
Kansas
$464M -$163M -26% 5
BIG
3245
Brooklyn Investment Group
New York
$463M +$128M +38% 2,924
SIA
3246
SeaBridge Investment Advisors
New Jersey
$463M -$15.1M -3% 215
GCM
3247
Gibraltar Capital Management
Oklahoma
$463M +$236M +104% 108
CIG
3248
Capricorn Investment Group
California
$463M -$69.7M -13% 7
SWM
3249
SilverOak Wealth Management
Minnesota
$462M -$2.38M -0.5% 104
LA
3250
Lynch & Associates
Indiana
$462M +$1.46M +0.3% 119