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
JHWEPV
3901
J.H. Whitney Equity Partners VII
Connecticut
$407M +$166M +69% 1
HNB
3902
Hilltop National Bank
Wyoming
$406M +$22.8M +6% 816
NYLIC
3903
New York Life Insurance Company
New York
$406M +$54.7M +16% 6
AWA
3904
Aquire Wealth Advisors
Utah
$406M +$33.9M +9% 49
PWM
3905
Prentice Wealth Management
New York
$406M +$25M +7% 116
RFN
3906
RDA Financial Network
Iowa
$405M +$35.3M +10% 278
ACA
3907
Aspire Capital Advisors
Washington
$405M +$43.3M +12% 119
PWS
3908
Peterson Wealth Services
Utah
$405M +$40.2M +11% 235
GBL
3909
Groupe Bruxelles Lambert
Belgium
$405M -$58.8M -13% 1
MIC
3910
Meridian Investment Counsel
California
$405M +$37.4M +10% 239
BW
3911
Balance Wealth
Ohio
$405M +$234M +137% 135
OHWP
3912
Oak Harbor Wealth Partners
North Carolina
$405M +$34.7M +9% 261
DCM
3913
DAFNA Capital Management
California
$405M +$42.5M +12% 83
NG
3914
NatWest Group
United Kingdom
$405M +$66.4M +20% 41
SCM
3915
Soros Capital Management
New York
$405M +$76.1M +23% 68
WAM
3916
Wilson Asset Management
Australia
$404M -$2.53M -0.6% 44
CS
3917
Cisco Systems
California
$404M -$40.4M -9% 4
DW
3918
Dodds Wealth
Colorado
$404M +$30.9M +8% 60
CNC
3919
Citizens & Northern Corp
Pennsylvania
$404M +$29.9M +8% 123
H2CM
3920
H/2 Credit Manager
Connecticut
$403M +$38.9M +11% 17
SGA
3921
Sector Gamma AS
Norway
$403M +$97.4M +32% 44
SIAG
3922
Safeguard Investment Advisory Group
California
$403M +$2.46M +0.6% 160
MWC
3923
MBM Wealth Consultants
Missouri
$403M +$29.2M +8% 111
MIA
3924
Milestone Investment Advisors
Wisconsin
$403M +$19.2M +5% 127
AC
3925
Arjuna Capital
North Carolina
$402M +$22.9M +6% 129