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
GF
3401
Goodman Financial
Texas
$352M -$29.1M -8% 59
NOCM
3402
Night Owl Capital Management
Connecticut
$352M -$140M -28% 21
WFI
3403
West Family Investments
California
$352M -$4.99M -1% 356
OCM
3404
Orchard Capital Management
Illinois
$352M +$10.8M +3% 54
WCFA
3405
Walkner Condon Financial Advisors
Wisconsin
$352M +$198M +129% 223
BRA
3406
Bender Robert & Associates
California
$351M +$4.55M +1% 46
PW
3407
Peninsula Wealth
California
$351M -$20.7M -6% 70
BBPWM
3408
Blue Bell Private Wealth Management
Pennsylvania
$351M -$29.2M -8% 972
TFM
3409
TFC Financial Management
Massachusetts
$351M +$21.1M +6% 610
NI
3410
Nextech Invest
Switzerland
$350M -$29.3M -8% 14
LWA
3411
Lineweaver Wealth Advisors
Ohio
$350M +$3M +0.9% 146
PCWA
3412
Pacific Capital Wealth Advisors
California
$350M +$2.6M +0.7% 96
IC
3413
Inscription Capital
Texas
$350M -$16.2M -4% 228
HWM
3414
Holloway Wealth Management
Florida
$350M -$730K -0.2% 423
GAM
3415
Gould Asset Management
California
$349M -$7.85M -2% 148
CBTWT
3416
Community Bank & Trust (Waco, Texas)
Texas
$349M +$9.36M +3% 140
BSWM
3417
Boston Standard Wealth Management
Massachusetts
$349M -$9.73M -3% 40
CM
3418
Cartica Management
District of Columbia
$349M -$124M -26% 15
DHGWA
3419
Dixon Hughes Goodman Wealth Advisors
North Carolina
$349M +$41.7M +14% 1,123
RPWA
3420
Regent Peak Wealth Advisors
Georgia
$349M -$19.2M -5% 172
SAM
3421
Summit Asset Management
Tennessee
$348M -$4.27M -1% 165
MCM
3422
Marathon Capital Management
Maryland
$348M -$78.4M -18% 173
ICVCFIA
3423
IDG China Venture Capital Fund IV Associates
Hong Kong
$348M -$152M -30% 4
AW
3424
Avion Wealth
Texas
$348M -$6.04M -2% 445
RGC
3425
Roberts, Glore & Co
Illinois
$347M -$33.2M -9% 217