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
WWP
4001
WR Wealth Planners
Missouri
$258M +$26.8M +12% 1,002
NC
4002
NinePointTwo Capital
California
$258M -$6.98M -3% 341
DC
4003
DeDora Capital
California
$258M +$23.6M +10% 106
AWM
4004
Aries Wealth Management
Maine
$258M +$14M +6% 207
HNWAG
4005
High Net Worth Advisory Group
Florida
$258M +$12.3M +5% 204
BA
4006
Bard Associates
Illinois
$258M +$15.7M +6% 197
CG
4007
Column Group
California
$258M -$18.9M -7% 7
MC
4008
Mount Capital
United Kingdom
$258M +$4.34M +2% 45
SA
4009
Sicart Associates
New York
$257M +$289K +0.1% 73
WFI
4010
West Family Investments
California
$257M +$5.03M +2% 269
SFG
4011
Summit Financial Group
West Virginia
$257M -$6.65M -3% 192
DMBA
4012
Deseret Mutual Benefit Administrators
Utah
$257M +$4.24M +2% 506
B
4013
BetterWealth
California
$257M +$9.86M +4% 47
MCM
4014
Mudrick Capital Management
New York
$257M +$31.2M +14% 13
SCA
4015
St. Clair Advisors
Ohio
$257M +$27.3M +12% 81
CP
4016
Capital Planning
Washington
$256M +$14.6M +6% 75
HI
4017
Humankind Investments
New York
$256M +$15.3M +6% 149
AP
4018
Agilis Partners
Massachusetts
$256M +$29.9M +13% 23
HCA
4019
Horan Capital Advisors
Ohio
$256M +$13.4M +6% 105
BIG
4020
Builder Investment Group
Georgia
$256M +$26.7M +12% 96
VIA
4021
Vickerman Investment Advisors
Washington
$256M +$2.49M +1% 73
CFO
4022
Collective Family Office
Pennsylvania
$256M +$13.3M +5% 186
SSI
4023
Scott & Selber Inc
Texas
$256M +$20.8M +9% 103
PPWP
4024
Proquility Private Wealth Partners
Nevada
$256M +$3.96M +2% 96
LF
4025
Lantz Financial
Illinois
$255M +$14.9M +6% 197