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
NC
4101
NovaPoint Capital
Georgia
$295M +$9.3M +3% 145
WCCM
4102
Webs Creek Capital Management
Texas
$295M +$47.2M +19% 18
HBWM
4103
Hollow Brook Wealth Management
New York
$294M +$24.1M +9% 84
SWRP
4104
Summit Wealth & Retirement Planning
California
$294M +$13.2M +5% 65
PC
4105
Packer & Co
Australia
$294M +$8.1M +3% 3
LC
4106
Legacy CG
Texas
$294M +$17.9M +6% 61
WIM
4107
Wittenberg Investment Management
Massachusetts
$294M +$153K +0.1% 85
KTM
4108
Keeler Thomas Management
Utah
$293M +$1.8M +0.6% 68
RI
4109
Redwood Investments
Massachusetts
$293M -$48.2M -14% 129
SSC
4110
Syverson Strege & Co
Iowa
$293M +$16M +6% 79
SC
4111
Steph & Co
Wisconsin
$293M +$2.83M +1% 285
WC
4112
Winmill & Co
New York
$293M -$58.1M -17% 69
PPWP
4113
Proquility Private Wealth Partners
Nevada
$293M +$1.2M +0.4% 89
WWM
4114
WT Wealth Management
Arizona
$293M +$13.1M +5% 131
PA
4115
Pineridge Advisors
Missouri
$293M +$8.83M +3% 686
DBRC
4116
D.B. Root & Company
Pennsylvania
$293M -$2.78M -0.9% 197
MWC
4117
MBM Wealth Consultants
Missouri
$293M +$8.76M +3% 107
RWA
4118
Roberts Wealth Advisors
California
$293M +$25.4M +10% 95
SCP
4119
Seafarer Capital Partners
California
$293M -$49.1M -14% 6
EBT
4120
Enterprise Bank & Trust
Massachusetts
$293M +$1.49M +0.5% 126
DC
4121
Defender Capital
North Carolina
$293M -$1.27M -0.4% 39
CD
4122
Chapin Davis
Maryland
$293M +$18.8M +7% 250
PP
4123
Prosperity Planning
Missouri
$293M +$3.79M +1% 103
THL
4124
Tillman Hartley LLC
Colorado
$293M +$2.07M +0.7% 84
TI
4125
TrueMark Investments
Illinois
$293M +$184M +168% 227