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
SA
4001
Sicart Associates
New York
$257M +$289K +0.1% 73
WFI
4002
West Family Investments
California
$257M +$5.03M +2% 269
SFG
4003
Summit Financial Group
West Virginia
$257M -$6.65M -3% 192
DMBA
4004
Deseret Mutual Benefit Administrators
Utah
$257M +$4.24M +2% 506
B
4005
BetterWealth
California
$257M +$9.86M +4% 47
MCM
4006
Mudrick Capital Management
New York
$257M +$31.2M +14% 13
SCA
4007
St. Clair Advisors
Ohio
$257M +$27.3M +12% 81
CP
4008
Capital Planning
Washington
$256M +$14.6M +6% 75
HI
4009
Humankind Investments
New York
$256M +$15.3M +6% 149
AP
4010
Agilis Partners
Massachusetts
$256M +$29.9M +13% 23
HCA
4011
Horan Capital Advisors
Ohio
$256M +$13.4M +6% 105
BIG
4012
Builder Investment Group
Georgia
$256M +$26.7M +12% 96
VIA
4013
Vickerman Investment Advisors
Washington
$256M +$2.49M +1% 73
CFO
4014
Collective Family Office
Pennsylvania
$256M +$13.3M +5% 186
SSI
4015
Scott & Selber Inc
Texas
$256M +$20.8M +9% 103
PPWP
4016
Proquility Private Wealth Partners
Nevada
$256M +$3.96M +2% 96
LF
4017
Lantz Financial
Illinois
$255M +$14.9M +6% 197
OAM
4018
Origin Asset Management
United Kingdom
$255M -$86.1M -25% 31
MAM
4019
McLean Asset Management
Virginia
$255M +$12.1M +5% 134
IC
4020
Innealta Capital
Texas
$255M +$18.5M +8% 77
PFS
4021
Physicians Financial Services
North Carolina
$255M +$18.2M +8% 108
WIM
4022
Warwick Investment Management
Texas
$255M +$18.9M +8% 70
MLA
4023
My Legacy Advisors
Oregon
$254M +$21.2M +9% 223
SWRP
4024
Summit Wealth & Retirement Planning
California
$254M -$13.2M -5% 109
IVMX
4025
Institutional Venture Management XV
California
$254M -$87.5M -26% 6