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
TI
4126
TrueMark Investments
Illinois
$293M +$184M +168% 227
NG
4127
NatWest Group
United Kingdom
$292M +$32.7M +13% 39
SCPM
4128
Sea Cliff Partners Management
California
$292M -$12.2M -4% 17
APWM
4129
Argonautica Private Wealth Management
Massachusetts
$292M +$13.4M +5% 212
SP
4130
Sequent Planning
Nebraska
$292M +$15.9M +6% 151
TFP
4131
Triune Financial Partners
Kansas
$292M +$3.82M +1% 34
AFS
4132
Aft Forsyth & Sober
Florida
$292M +$7.97M +3% 83
CWAF
4133
Core Wealth Advisors (Florida)
Florida
$292M -$2.49M -0.8% 262
ICP
4134
Inclusive Capital Partners
California
$292M -$38.6M -12% 3
MCAV
4135
Meritech Capital Associates V
California
$292M -$7.4M -2% 3
DA
4136
Detalus Advisors
Missouri
$292M +$11.1M +4% 156
MWP
4137
Madison Wealth Partners
Wisconsin
$292M +$15.1M +5% 132
HWMG
4138
Hurlow Wealth Management Group
Indiana
$291M +$8M +3% 119
NCM
4139
Neumann Capital Management
California
$291M +$10.5M +4% 101
IMA
4140
Investment Management Associates
Colorado
$291M +$1.37M +0.5% 35
FIBT
4141
First International Bank & Trust
North Dakota
$291M +$889K +0.3% 76
PTP
4142
Platform Technology Partners
New York
$291M 227
RW
4143
Regimen Wealth
Georgia
$290M +$2.11M +0.7% 73
SWA
4144
Strata Wealth Advisors
Texas
$290M +$5.99M +2% 84
AM
4145
Atwater Malick
Pennsylvania
$290M +$6.5M +2% 81
MSCM
4146
McElhenny Sheffield Capital Management
Texas
$290M +$9.17M +3% 103
SCP
4147
Silverleafe Capital Partners
Tennessee
$290M +$40.1M +16% 83
TAS
4148
TIFF Advisory Services
Pennsylvania
$290M +$60.8M +27% 27
GSIAS
4149
Garden State Investment Advisory Services
New Jersey
$290M +$16.6M +6% 248
BZWA
4150
Blue Zone Wealth Advisors
California
$290M -$1.19M -0.4% 93