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
SWG
3801
Summit Wealth Group
Vermont
$333M +$186M +127% 97
KI
3802
Kapitalo Investimentos
Brazil
$333M -$121M -27% 320
CSUI
3803
Cincinnati Specialty Underwriters Insurance
Ohio
$333M +$14.9M +5% 41
SFA
3804
Semmax Financial Advisors
North Carolina
$333M +$28.8M +9% 459
BCM
3805
Beryl Capital Management
California
$333M +$251M +305% 40
SIM
3806
Seaview Investment Managers
Florida
$332M +$91.2K +0% 108
MW
3807
Maia Wealth
Colorado
$332M 224
BCP
3808
Berkeley Capital Partners
Georgia
$332M +$4.11M +1% 168
FNB
3809
Farmers National Bank
Kentucky
$332M -$3.31M -1% 159
LAM
3810
L2 Asset Management
Massachusetts
$332M +$27.3M +9% 236
RGC
3811
Roberts, Glore & Co
Illinois
$332M -$2.34M -0.7% 214
RMC
3812
Regis Management Company
California
$331M +$2.61M +0.8% 41
AFGI4KRSP
3813
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$331M -$47.1M -12% 1
TCCM
3814
Timber Creek Capital Management
Massachusetts
$331M +$11.3M +4% 140
PCM
3815
Pinnbrook Capital Management
New York
$331M -$247M -43% 109
TI
3816
tru Independence
Oregon
$331M -$8.34M -2% 113
GL
3817
Globe Life
Texas
$331M -$26.1M -7% 2
TWG
3818
The Wealth Group
Minnesota
$331M +$6.21M +2% 64
OCM
3819
Orchard Capital Management
Illinois
$331M -$9.91M -3% 49
GWP
3820
Gateway Wealth Partners
Wisconsin
$331M +$52.3M +19% 279
VM
3821
Venator Management
Pennsylvania
$331M -$7.2M -2% 31
MP
3822
Marcho Partners
United Kingdom
$330M -$9.62M -3% 12
WCM
3823
Whitener Capital Management
North Carolina
$330M +$24.7M +8% 156
FFG
3824
Frisch Financial Group
New York
$330M +$29.1M +10% 145
HNWAG
3825
High Net Worth Advisory Group
Florida
$330M +$12.3M +4% 224