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
SWRP
4101
Summit Wealth & Retirement Planning
California
$294M +$13.2M +5% 65
PC
4102
Packer & Co
Australia
$294M +$8.1M +3% 3
LC
4103
Legacy CG
Texas
$294M +$17.9M +6% 61
WIM
4104
Wittenberg Investment Management
Massachusetts
$294M +$153K +0.1% 85
KTM
4105
Keeler Thomas Management
Utah
$293M +$1.8M +0.6% 68
RI
4106
Redwood Investments
Massachusetts
$293M -$48.2M -14% 129
SSC
4107
Syverson Strege & Co
Iowa
$293M +$16M +6% 79
SC
4108
Steph & Co
Wisconsin
$293M +$2.83M +1% 285
WC
4109
Winmill & Co
New York
$293M -$58.1M -17% 69
PPWP
4110
Proquility Private Wealth Partners
Nevada
$293M +$1.2M +0.4% 89
WWM
4111
WT Wealth Management
Arizona
$293M +$13.1M +5% 131
PA
4112
Pineridge Advisors
Missouri
$293M +$8.83M +3% 686
DBRC
4113
D.B. Root & Company
Pennsylvania
$293M -$2.78M -0.9% 197
MWC
4114
MBM Wealth Consultants
Missouri
$293M +$8.76M +3% 107
RWA
4115
Roberts Wealth Advisors
California
$293M +$25.4M +10% 95
SCP
4116
Seafarer Capital Partners
California
$293M -$49.1M -14% 6
EBT
4117
Enterprise Bank & Trust
Massachusetts
$293M +$1.49M +0.5% 126
DC
4118
Defender Capital
North Carolina
$293M -$1.27M -0.4% 39
CD
4119
Chapin Davis
Maryland
$293M +$18.8M +7% 250
PP
4120
Prosperity Planning
Missouri
$293M +$3.79M +1% 103
THL
4121
Tillman Hartley LLC
Colorado
$293M +$2.07M +0.7% 84
TI
4122
TrueMark Investments
Illinois
$293M +$184M +168% 227
NG
4123
NatWest Group
United Kingdom
$292M +$32.7M +13% 39
SCPM
4124
Sea Cliff Partners Management
California
$292M -$12.2M -4% 17
APWM
4125
Argonautica Private Wealth Management
Massachusetts
$292M +$13.4M +5% 212