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
SFG
4001
Summit Financial Group
West Virginia
$257M -$6.65M -3% 192
DMBA
4002
Deseret Mutual Benefit Administrators
Utah
$257M +$4.24M +2% 506
B
4003
BetterWealth
California
$257M +$9.86M +4% 47
MCM
4004
Mudrick Capital Management
New York
$257M +$31.2M +14% 13
SCA
4005
St. Clair Advisors
Ohio
$257M +$27.3M +12% 81
CP
4006
Capital Planning
Washington
$256M +$14.6M +6% 75
HI
4007
Humankind Investments
New York
$256M +$15.3M +6% 149
AP
4008
Agilis Partners
Massachusetts
$256M +$29.9M +13% 23
HCA
4009
Horan Capital Advisors
Ohio
$256M +$13.4M +6% 105
BIG
4010
Builder Investment Group
Georgia
$256M +$26.7M +12% 96
VIA
4011
Vickerman Investment Advisors
Washington
$256M +$2.49M +1% 73
CFO
4012
Collective Family Office
Pennsylvania
$256M +$13.3M +5% 186
SSI
4013
Scott & Selber Inc
Texas
$256M +$20.8M +9% 103
PPWP
4014
Proquility Private Wealth Partners
Nevada
$256M +$3.96M +2% 96
LF
4015
Lantz Financial
Illinois
$255M +$14.9M +6% 197
OAM
4016
Origin Asset Management
United Kingdom
$255M -$86.1M -25% 31
MAM
4017
McLean Asset Management
Virginia
$255M +$12.1M +5% 134
IC
4018
Innealta Capital
Texas
$255M +$18.5M +8% 77
PFS
4019
Physicians Financial Services
North Carolina
$255M +$18.2M +8% 108
WIM
4020
Warwick Investment Management
Texas
$255M +$18.9M +8% 70
MLA
4021
My Legacy Advisors
Oregon
$254M +$21.2M +9% 223
SWRP
4022
Summit Wealth & Retirement Planning
California
$254M -$13.2M -5% 109
IVMX
4023
Institutional Venture Management XV
California
$254M -$87.5M -26% 6
AAA
4024
Affinity Asset Advisors
New York
$254M -$6.12M -2% 90
FFA
4025
Founders Financial Alliance
North Carolina
$254M +$53.8M +27% 520