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
WDG
3801
Wealth Dimensions Group
Ohio
$339M +$22.8M +7% 144
SCM
3802
Steadview Capital Management
United Kingdom
$338M +$46.7M +16% 8
FC
3803
Financial Consulate
Maryland
$338M +$34.3M +11% 42
PB
3804
Pinnacle Bancorp
Nebraska
$338M +$32.6M +11% 844
VM
3805
Venator Management
Pennsylvania
$338M +$35.1M +12% 31
HIP
3806
Harrell Investment Partners
Texas
$337M +$15.9M +5% 98
PS
3807
Pensionfund Sabic
Netherlands
$337M +$19.9M +6% 198
RFP
3808
Root Financial Partners
California
$337M +$71M +27% 103
RPA
3809
Rock Point Advisors
Vermont
$337M +$6.92M +2% 111
HGERS
3810
Householder Group Estate & Retirement Specialist
Arizona
$336M +$31.9M +10% 1,334
TC
3811
Tenere Capital
New York
$336M +$29.9M +10% 32
CIM
3812
CIM Investment Management
Pennsylvania
$336M +$25.3M +8% 299
HP
3813
Hound Partners
New York
$335M +$14.6M +5% 16
FSC
3814
Fourth Sail Capital
Cayman Islands
$335M +$19.6M +6% 32
AWAU
3815
Alliance Wealth Advisors (Utah)
Utah
$335M +$37.6M +13% 246
FNB
3816
Farmers National Bank
Kentucky
$335M +$23.5M +8% 162
MWM
3817
Marion Wealth Management
Pennsylvania
$335M +$22.2M +7% 125
CZI
3818
Chan Zuckerberg Initiative
California
$335M -$24.6M -7% 3
NCM
3819
New Capital Management
Texas
$335M +$18.8M +6% 57
SP
3820
SWS Partners
Ohio
$334M +$27.6M +9% 120
RK
3821
Rather & Kittrell
Tennessee
$334M +$47.8M +17% 83
WA
3822
Wambolt & Associates
Colorado
$334M +$28.4M +9% 245
MA
3823
MSA Advisors
California
$334M +$46.8M +16% 23
IBOK
3824
Independence Bank of Kentucky
Kentucky
$334M +$49.3M +17% 550
RGC
3825
Roberts, Glore & Co
Illinois
$334M +$12.7M +4% 217