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
WI
4126
Wahed Invest
New York
$231M +$38.5M +20% 249
RW
4127
Regimen Wealth
Georgia
$231M +$81.8M +55% 74
SC
4128
Schiavi & Co
Delaware
$231M +$73.5M +47% 22
FFA
4129
Fairfield Financial Advisors
Massachusetts
$231M +$12.8M +6% 344
ST
4130
Somerset Trust
Pennsylvania
$231M -$7.77M -3% 152
CWM
4131
Centric Wealth Management
Illinois
$230M +$33.2M +17% 115
FHC
4132
Forest Hill Capital
Arkansas
$230M -$6.45M -3% 49
CI
4133
Cavalier Investments
Georgia
$230M -$48.1M -17% 102
CA
4134
Crumly & Associates
Illinois
$230M -$34.8M -13% 115
SAS
4135
Stelac Advisory Services
New York
$230M +$9.31M +4% 157
IBOK
4136
Independence Bank of Kentucky
Kentucky
$230M +$7.11M +3% 448
AI
4137
ArchPoint Investors
Florida
$230M +$18.6M +9% 57
MWAM
4138
Manhattan West Asset Management
California
$230M +$33.9M +17% 135
CA
4139
Centerpoint Advisors
Massachusetts
$230M +$16.5M +8% 680
TFA
4140
Triad Financial Advisors
North Carolina
$230M +$5.49M +2% 115
JWM
4141
Jeppson Wealth Management
California
$230M -$8.1M -3% 210
BF
4142
Blankinship & Foster
California
$230M -$403K -0.2% 55
PP
4143
Prosperity Planning
Missouri
$230M +$27.2M +13% 90
AAM
4144
Ameraudi Asset Management
New York
$229M -$2.9M -1% 64
MMFA
4145
Main Management Fund Advisors
California
$229M +$70.8M +45% 9
BIG
4146
Builder Investment Group
Georgia
$229M +$18.7M +9% 93
SCA
4147
St. Clair Advisors
Ohio
$229M +$70.2M +44% 81
PCM
4148
Passive Capital Management
Maryland
$229M +$9.41M +4% 53
E
4149
ETFidea
New York
$229M +$12.8M +6% 108
SIC
4150
Shoker Investment Counsel
Ohio
$229M +$5.81M +3% 93