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
SPIO
3351
Seven Post Investment Office
California
$410M +$17.9M +5% 55
MC
3352
Martin & Co
Tennessee
$409M +$4.16M +1% 108
HIC
3353
Holderness Investments Company
North Carolina
$409M +$44.8M +12% 251
SCP
3354
Shorepoint Capital Partners
Massachusetts
$409M +$36.1M +10% 100
SSI
3355
SVF Sponsor III
California
$409M -$57.5M -12% 1
NTIC
3356
Napean Trading & Investment Company
Singapore
$409M +$38.9M +11% 51
OC
3357
Oakmont Corp
California
$409M +$27.7M +7% 33
TWP
3358
Tyche Wealth Partners
Texas
$409M -$6.51M -2% 301
NQWM
3359
Northwest Quadrant Wealth Management
Oregon
$408M +$21.9M +6% 65
EWM
3360
EPG Wealth Management
Georgia
$408M +$28.2M +7% 451
MRCM
3361
M&R Capital Management
New Jersey
$408M +$8.37M +2% 651
GWMIA
3362
Global Wealth Management Investment Advisory
Florida
$408M +$18.6M +5% 476
ODG
3363
O'Dell Group
Ohio
$408M +$25.8M +7% 514
CMF
3364
Counterpoint Mutual Funds
California
$408M +$146M +56% 229
TCWA
3365
Turtle Creek Wealth Advisors
Texas
$408M +$68M +20% 868
AGP
3366
Artia Global Partners
Florida
$408M +$155M +61% 52
CBTWT
3367
Community Bank & Trust (Waco, Texas)
Texas
$407M +$40.5M +11% 143
FACM
3368
Forest Avenue Capital Management
Florida
$407M +$112M +38% 27
CCB
3369
Cutter & Co Brokerage
Missouri
$407M +$46.9M +13% 218
MIM
3370
Martin Investment Management
Florida
$407M +$71.4M +21% 49
P8IP
3371
Pier 88 Investment Partners
California
$407M +$9.35M +2% 113
FNC
3372
First National Corp
Massachusetts
$407M -$738K -0.2% 154
TCM
3373
Towneley Capital Management
California
$407M +$16.5M +4% 47
WFA
3374
WestHill Financial Advisors
California
$407M +$29.3M +8% 79
PG
3375
Patten Group
Tennessee
$406M +$37.9M +10% 246