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
S
3776
SimplyRich
California
$359M +$42.7M +14% 229
RCP
3777
Rothschild Capital Partners
New York
$359M +$8.54M +2% 49
HNWAG
3778
High Net Worth Advisory Group
Florida
$359M +$28.6M +9% 230
PDL
3779
Portfolio Design Labs
California
$358M +$34.3M +11% 147
IWM
3780
Integris Wealth Management
California
$358M +$11.8M +3% 106
ZEP
3781
Zeno Equity Partners
United Kingdom
$358M -$14.7M -4% 17
DC
3782
DeDora Capital
California
$358M +$32.4M +10% 111
GL
3783
Globe Life
Texas
$357M +$26.2M +8% 2
TCCM
3784
Timber Creek Capital Management
Massachusetts
$357M +$25.9M +8% 144
AP
3785
Agilis Partners
Massachusetts
$357M +$28.5M +9% 25
MIA
3786
Milestone Investment Advisors
Wisconsin
$357M -$19.1M -5% 135
HIM
3787
Hanlon Investment Management
New Jersey
$357M +$19M +6% 194
CP
3788
Capital Planning
Washington
$357M +$23M +7% 89
TCM
3789
Tybourne Capital Management
Hong Kong
$357M -$135M -27% 45
SAS
3790
Sage Advisory Services
Texas
$356M $0 0% 46
UCI
3791
Uncommon Cents Investing
Wisconsin
$356M +$37.8M +12% 445
FWSM
3792
First Wilshire Securities Management
California
$356M +$29M +9% 85
SCV
3793
Sands Capital Ventures
Virginia
$356M +$57.2M +19% 21
BMC
3794
Benin Management Corp
Connecticut
$356M +$26.5M +8% 124
SHWM
3795
Smith & Howard Wealth Management
Georgia
$356M +$20.3M +6% 83
AGWCA
3796
Annis Gardner Whiting Capital Advisors
Florida
$355M +$3.15M +0.9% 970
OIS
3797
Okabena Investment Services
Minnesota
$355M +$39.3M +12% 123
RWM
3798
Rockline Wealth Management
New York
$354M +$30.7M +9% 105
EPDL
3799
El Puerto de Liverpool
Mexico
$354M +$20M +6% 1
OCM
3800
Ogborne Capital Management
California
$354M +$30.8M +10% 21