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
RCP
3776
Rothschild Capital Partners
New York
$359M +$8.54M +2% 49
HNWAG
3777
High Net Worth Advisory Group
Florida
$359M +$28.6M +9% 230
PDL
3778
Portfolio Design Labs
California
$358M +$34.3M +11% 147
IWM
3779
Integris Wealth Management
California
$358M +$11.8M +3% 106
ZEP
3780
Zeno Equity Partners
United Kingdom
$358M -$14.7M -4% 17
DC
3781
DeDora Capital
California
$358M +$32.4M +10% 111
GL
3782
Globe Life
Texas
$357M +$26.2M +8% 2
TCCM
3783
Timber Creek Capital Management
Massachusetts
$357M +$25.9M +8% 144
AP
3784
Agilis Partners
Massachusetts
$357M +$28.5M +9% 25
MIA
3785
Milestone Investment Advisors
Wisconsin
$357M -$19.1M -5% 135
HIM
3786
Hanlon Investment Management
New Jersey
$357M +$19M +6% 194
CP
3787
Capital Planning
Washington
$357M +$23M +7% 89
TCM
3788
Tybourne Capital Management
Hong Kong
$357M -$135M -27% 45
SAS
3789
Sage Advisory Services
Texas
$356M $0 0% 46
UCI
3790
Uncommon Cents Investing
Wisconsin
$356M +$37.8M +12% 445
FWSM
3791
First Wilshire Securities Management
California
$356M +$29M +9% 85
SCV
3792
Sands Capital Ventures
Virginia
$356M +$57.2M +19% 21
BMC
3793
Benin Management Corp
Connecticut
$356M +$26.5M +8% 124
SHWM
3794
Smith & Howard Wealth Management
Georgia
$356M +$20.3M +6% 83
AGWCA
3795
Annis Gardner Whiting Capital Advisors
Florida
$355M +$3.15M +0.9% 970
OIS
3796
Okabena Investment Services
Minnesota
$355M +$39.3M +12% 123
RWM
3797
Rockline Wealth Management
New York
$354M +$30.7M +9% 105
EPDL
3798
El Puerto de Liverpool
Mexico
$354M +$20M +6% 1
OCM
3799
Ogborne Capital Management
California
$354M +$30.8M +10% 21
SCM
3800
Sollinda Capital Management
Florida
$354M +$26M +8% 74