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
CD
4126
Chapin Davis
Maryland
$293M +$18.8M +7% 250
PP
4127
Prosperity Planning
Missouri
$293M +$3.79M +1% 103
THL
4128
Tillman Hartley LLC
Colorado
$293M +$2.07M +0.7% 84
TI
4129
TrueMark Investments
Illinois
$293M +$184M +168% 227
NG
4130
NatWest Group
United Kingdom
$292M +$32.7M +13% 39
SCPM
4131
Sea Cliff Partners Management
California
$292M -$12.2M -4% 17
APWM
4132
Argonautica Private Wealth Management
Massachusetts
$292M +$13.4M +5% 212
SP
4133
Sequent Planning
Nebraska
$292M +$15.9M +6% 151
TFP
4134
Triune Financial Partners
Kansas
$292M +$3.82M +1% 34
AFS
4135
Aft Forsyth & Sober
Florida
$292M +$7.97M +3% 83
CWAF
4136
Core Wealth Advisors (Florida)
Florida
$292M -$2.49M -0.8% 262
ICP
4137
Inclusive Capital Partners
California
$292M -$38.6M -12% 3
MCAV
4138
Meritech Capital Associates V
California
$292M -$7.4M -2% 3
DA
4139
Detalus Advisors
Missouri
$292M +$11.1M +4% 156
MWP
4140
Madison Wealth Partners
Wisconsin
$292M +$15.1M +5% 132
HWMG
4141
Hurlow Wealth Management Group
Indiana
$291M +$8M +3% 119
NCM
4142
Neumann Capital Management
California
$291M +$10.5M +4% 101
IMA
4143
Investment Management Associates
Colorado
$291M +$1.37M +0.5% 35
FIBT
4144
First International Bank & Trust
North Dakota
$291M +$889K +0.3% 76
PTP
4145
Platform Technology Partners
New York
$291M 227
RW
4146
Regimen Wealth
Georgia
$290M +$2.11M +0.7% 73
SWA
4147
Strata Wealth Advisors
Texas
$290M +$5.99M +2% 84
AM
4148
Atwater Malick
Pennsylvania
$290M +$6.5M +2% 81
MSCM
4149
McElhenny Sheffield Capital Management
Texas
$290M +$9.17M +3% 103
SCP
4150
Silverleafe Capital Partners
Tennessee
$290M +$40.1M +16% 83