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
CP
3801
Capital Planning
Washington
$334M +$27.2M +9% 83
WFI
3802
West Family Investments
California
$334M +$11.2M +3% 278
HFS
3803
Haverford Financial Services
Pennsylvania
$334M -$13.8M -4% 45
RPA
3804
Rock Point Advisors
Vermont
$333M -$3.17M -0.9% 110
SWG
3805
Summit Wealth Group
Vermont
$333M +$186M +127% 97
KI
3806
Kapitalo Investimentos
Brazil
$333M -$121M -27% 320
CSUI
3807
Cincinnati Specialty Underwriters Insurance
Ohio
$333M +$14.9M +5% 41
SFA
3808
Semmax Financial Advisors
North Carolina
$333M +$28.8M +9% 459
BCM
3809
Beryl Capital Management
California
$333M +$251M +305% 40
SIM
3810
Seaview Investment Managers
Florida
$332M +$91.2K +0% 108
MW
3811
Maia Wealth
Colorado
$332M 224
BCP
3812
Berkeley Capital Partners
Georgia
$332M +$4.11M +1% 168
FNB
3813
Farmers National Bank
Kentucky
$332M -$3.31M -1% 159
LAM
3814
L2 Asset Management
Massachusetts
$332M +$27.3M +9% 236
RGC
3815
Roberts, Glore & Co
Illinois
$332M -$2.34M -0.7% 214
RMC
3816
Regis Management Company
California
$331M +$2.61M +0.8% 41
AFGI4KRSP
3817
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$331M -$47.1M -12% 1
TCCM
3818
Timber Creek Capital Management
Massachusetts
$331M +$11.3M +4% 140
PCM
3819
Pinnbrook Capital Management
New York
$331M -$247M -43% 109
TI
3820
tru Independence
Oregon
$331M -$8.34M -2% 113
GL
3821
Globe Life
Texas
$331M -$26.1M -7% 2
TWG
3822
The Wealth Group
Minnesota
$331M +$6.21M +2% 64
OCM
3823
Orchard Capital Management
Illinois
$331M -$9.91M -3% 49
GWP
3824
Gateway Wealth Partners
Wisconsin
$331M +$52.3M +19% 279
VM
3825
Venator Management
Pennsylvania
$331M -$7.2M -2% 31