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
DCM
3851
DAFNA Capital Management
California
$431M +$25.7M +6% 87
TCCM
3852
Timber Creek Capital Management
Massachusetts
$430M +$16.6M +4% 91
VPP
3853
Vertex Planning Partners
Illinois
$430M -$91M -17% 207
SWC
3854
Square Wave Capital
New York
$430M +$157M +57% 10
CWA
3855
Cornerstone Wealth Advisors
Minnesota
$430M +$16.9M +4% 52
NG
3856
NatWest Group
United Kingdom
$430M +$25M +6% 43
RC
3857
RV Capital
Switzerland
$430M -$117M -21% 13
TGV
3858
TRV GP V
Massachusetts
$429M +$75.7M +21% 3
OA
3859
Operose Advisors
Wisconsin
$429M +$28M +7% 501
WCM
3860
Winthrop Capital Management
Indiana
$429M +$15.6M +4% 399
WAS
3861
Wealth Advisory Solutions
Indiana
$429M +$16.2M +4% 150
ECA
3862
Elevated Capital Advisors
Utah
$429M +$26.9M +7% 834
DM
3863
Diversified Management
Wisconsin
$428M 177
SWG
3864
Summit Wealth Group
Vermont
$428M +$14.8M +4% 121
MFS
3865
Mattson Financial Services
Michigan
$428M +$10M +2% 202
AHL
3866
Abel Hall LLC
Louisiana
$428M +$181M +73% 744
APWA
3867
Atlas Private Wealth Advisors
New Jersey
$428M +$19.7M +5% 140
MVP
3868
Medina Value Partners
California
$428M -$24K -0% 35
TFP
3869
Triune Financial Partners
Kansas
$428M +$30.8M +8% 50
BI
3870
Ballast Inc
Kentucky
$427M +$16.5M +4% 140
PRP
3871
Peak Retirement Planning
Ohio
$427M +$72M +20% 156
FFO
3872
Fortitude Family Office
Arizona
$427M +$57.4M +16% 2,172
TA
3873
TRB Advisors
New York
$427M -$69.4M -14% 14
WHAM
3874
Windmill Hill Asset Management
United Kingdom
$427M +$45.5M +12% 28
AWM
3875
Abound Wealth Management
Tennessee
$427M +$27.4M +7% 1,507