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
BC
3876
Bruce & Co
Illinois
$344M +$39.6M +13% 41
CP
3877
Covenant Partners
Tennessee
$344M +$14.6M +4% 196
TWG
3878
The Wealth Group
Minnesota
$344M +$12.5M +4% 67
BI
3879
Berkeley Inc
Idaho
$343M +$183M +113% 67
HGERS
3880
Householder Group Estate & Retirement Specialist
Arizona
$343M -$12.8M -4% 1,356
CPA
3881
Court Place Advisors
Maryland
$343M +$24.2M +8% 169
JF
3882
JSF Financial
California
$343M +$16.3M +5% 123
GPA
3883
Guidance Point Advisors
Massachusetts
$342M +$22.2M +7% 89
YRHAM
3884
Yong Rong (HK) Asset Management
Hong Kong
$342M +$52.7M +18% 25
V
3885
VeraBank
Texas
$342M +$19.9M +6% 146
XWM
3886
Xcel Wealth Management
Florida
$342M +$22.5M +7% 131
TI
3887
tru Independence
Oregon
$342M +$10.4M +3% 112
VP
3888
Verum Partners
North Carolina
$341M +$31.8M +10% 164
GSAM
3889
Grant Street Asset Management
Pennsylvania
$341M +$22.6M +7% 78
PA
3890
PSI Advisors
Florida
$341M +$25.4M +8% 914
ASW
3891
Astoria Strategic Wealth
Texas
$341M +$18.1M +6% 35
MKC
3892
M. Kraus & Co
Vermont
$341M +$15.1M +5% 82
MG
3893
MilWealth Group
Wisconsin
$341M +$24M +8% 68
PFM
3894
Peak Financial Management
Massachusetts
$341M +$21.1M +7% 100
VIA
3895
Vickerman Investment Advisors
Washington
$340M +$28.7M +9% 65
ECM
3896
Engle Capital Management
Connecticut
$340M +$44.2M +15% 27
CSUI
3897
Cincinnati Specialty Underwriters Insurance
Ohio
$340M +$7.19M +2% 41
AF
3898
Apollon Financial
South Carolina
$340M +$30.9M +10% 167
NL
3899
Navalign LLC
California
$340M +$22.8M +7% 121
SM
3900
Skaana Management
New York
$340M +$76.3M +29% 172