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
KLCM
4151
KG&L Capital Management
Louisiana
$339M +$30.2M +10% 214
DBRC
4152
D.B. Root & Company
Pennsylvania
$339M +$29M +9% 204
GCA
4153
Gradient Capital Advisors
California
$339M +$32.1M +10% 166
DP
4154
Divergent Planning
Maryland
$338M +$37M +12% 36
LFGO
4155
Legacy Financial Group (Oklahoma)
Oklahoma
$338M +$26.8M +9% 93
NG
4156
NatWest Group
United Kingdom
$338M -$991K -0.3% 38
SM
4157
Selkirk Management
New Jersey
$338M +$77.6M +30% 15
WBC
4158
West Branch Capital
Massachusetts
$338M +$38.4M +13% 541
TA
4159
TrueWealth Advisors
Alabama
$338M +$33.4M +11% 226
HFS
4160
Haverford Financial Services
Pennsylvania
$338M +$13.2M +4% 44
BTD
4161
BankPlus Trust Department
Mississippi
$338M +$38.1M +13% 488
HWP
4162
Highline Wealth Partners
California
$338M +$40.9M +14% 1,100
WWM
4163
WT Wealth Management
Arizona
$338M +$29.8M +10% 157
RWM
4164
Ruedi Wealth Management
Illinois
$337M +$17.5M +5% 335
BWM
4165
BNC Wealth Management
Oregon
$337M +$59.6M +21% 108
PCM
4166
Princeton Capital Management
New Jersey
$337M +$52.7M +19% 135
SA
4167
Strategic Advocates
Utah
$337M +$49M +17% 131
FDS
4168
Freedom Day Solutions
Texas
$337M +$9.86M +3% 99
CL
4169
CRCM LP
California
$337M +$91.3M +37% 9
MA
4170
Modus Advisors
Minnesota
$337M +$31.2M +10% 115
CCG
4171
Cloverfields Capital Group
Minnesota
$337M +$33.8M +11% 98
T
4172
TrueFG
Texas
$336M +$32.6M +11% 61
VIM
4173
VELA Investment Management
Ohio
$336M +$45M +15% 145
NTCM
4174
Nine Ten Capital Management
Illinois
$336M +$68.2M +25% 11
BCFS
4175
Butensky & Cohen Financial Security
Florida
$336M +$9.41M +3% 98