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
SWC
3851
Square Wave Capital
New York
$430M +$157M +57% 10
CWA
3852
Cornerstone Wealth Advisors
Minnesota
$430M +$16.9M +4% 52
NG
3853
NatWest Group
United Kingdom
$430M +$25M +6% 43
RC
3854
RV Capital
Switzerland
$430M -$117M -21% 13
TGV
3855
TRV GP V
Massachusetts
$429M +$75.7M +21% 3
OA
3856
Operose Advisors
Wisconsin
$429M +$28M +7% 501
WCM
3857
Winthrop Capital Management
Indiana
$429M +$15.6M +4% 399
WAS
3858
Wealth Advisory Solutions
Indiana
$429M +$16.2M +4% 150
ECA
3859
Elevated Capital Advisors
Utah
$429M +$26.9M +7% 834
DM
3860
Diversified Management
Wisconsin
$428M 177
SWG
3861
Summit Wealth Group
Vermont
$428M +$14.8M +4% 121
MFS
3862
Mattson Financial Services
Michigan
$428M +$10M +2% 202
AHL
3863
Abel Hall LLC
Louisiana
$428M +$181M +73% 744
APWA
3864
Atlas Private Wealth Advisors
New Jersey
$428M +$19.7M +5% 140
MVP
3865
Medina Value Partners
California
$428M -$24K -0% 35
TFP
3866
Triune Financial Partners
Kansas
$428M +$30.8M +8% 50
BI
3867
Ballast Inc
Kentucky
$427M +$16.5M +4% 140
PRP
3868
Peak Retirement Planning
Ohio
$427M +$72M +20% 156
FFO
3869
Fortitude Family Office
Arizona
$427M +$57.4M +16% 2,172
TA
3870
TRB Advisors
New York
$427M -$69.4M -14% 14
WHAM
3871
Windmill Hill Asset Management
United Kingdom
$427M +$45.5M +12% 28
AWM
3872
Abound Wealth Management
Tennessee
$427M +$27.4M +7% 1,507
CD
3873
Chapin Davis
Maryland
$427M +$19.4M +5% 263
VBA
3874
von Borstel & Associates
Oregon
$427M -$225M -35% 171
EPAM
3875
Evelyn Partners Asset Management
$426M -$16.7M -4% 299