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
LJHT
3676
Laurie J. Hall Trustee
$247M +$23.3M +10% 357
WPIC
3677
White Pine Investment Company
Michigan
$247M +$29.6M +14% 57
SIA
3678
Sovereign Investment Advisors
Arizona
$247M -$8.67M -3% 31
RCS
3679
Retirement Capital Strategies
California
$247M +$30.2M +14% 77
PVWM
3680
Point View Wealth Management
New Jersey
$246M +$34.9M +16% 280
HCM
3681
Harvey Capital Management
Florida
$246M +$22.3M +10% 86
TSS
3682
Thomas Story & Son
Indiana
$246M +$22.5M +10% 65
MC
3683
Mathes Company
New York
$246M +$31.7M +15% 123
E
3684
EnerVest
Texas
$246M +$65.9M +37% 1
ACA
3685
Affinity Capital Advisors
California
$246M +$69.4M +39% 117
MDCM
3686
Morgan Dempsey Capital Management
Wisconsin
$246M -$14.6M -6% 153
SPIO
3687
Seven Post Investment Office
California
$246M +$5.62M +2% 50
BCM
3688
Brightlight Capital Management
Connecticut
$246M +$34.1M +16% 11
NME
3689
Notis-McConarty Edward
$246M +$18.3M +8% 98
NC
3690
NinePointTwo Capital
California
$246M 56
KFO
3691
Kopp Family Office
Minnesota
$246M +$61.4M +33% 13
SA
3692
Stewardship Advisors
Pennsylvania
$246M +$45.7M +23% 47
MWM
3693
MinichMacGregor Wealth Management
New York
$245M +$33.5M +16% 82
SGH
3694
Sivik Global Healthcare
Connecticut
$245M +$12.8M +6% 47
GL
3695
Globe Life
Texas
$245M +$27.5M +13% 1
AMG
3696
Advisors Management Group
Wisconsin
$245M +$4.49M +2% 115
BHWA
3697
Beacon Harbor Wealth Advisors
Virginia
$245M +$40.2M +20% 79
IWP
3698
IAG Wealth Partners
Wisconsin
$245M +$28.1M +13% 367
AGA
3699
Arkos Global Advisors
Texas
$244M +$26.2M +12% 90
JAM
3700
JW Asset Management
Florida
$244M +$71.2M +41% 10