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
SMR
4176
SIH MPH Rollover
New York
$232M +$96.9M +72% 1
CHJWM
4177
Carlton Hofferkamp & Jenks Wealth Management
Texas
$232M +$7.39M +3% 135
WMRU
4178
William Marsh Rice University
Texas
$232M +$43.5M +23% 8
FLA
4179
Financial Life Advisors
Texas
$232M +$17.4M +8% 56
OCP
4180
Oakcliff Capital Partners
New York
$232M +$21.3M +10% 10
THWM
4181
Taylor Hoffman Wealth Management
Virginia
$232M +$13.6M +6% 136
WH
4182
Whitcomb & Hess
Ohio
$232M 27
V
4183
ValueWorks
New York
$232M +$55.3M +31% 35
LRIA
4184
Leonard Rickey Investment Advisors
Washington
$231M -$17.9M -7% 74
AB
4185
Atlas Brown
Kentucky
$231M +$20.3M +10% 179
AC
4186
Arjuna Capital
North Carolina
$231M +$28M +14% 135
MUAMU
4187
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$231M +$5.09M +2% 90
OBWG
4188
Onyx Bridge Wealth Group
New York
$231M +$31.5M +16% 147
SIM
4189
Strategic Investment Management
Virginia
$231M -$12.3M -5% 12
TF
4190
TRH Financial
Iowa
$231M +$34.3M +17% 81
SSWG
4191
Seven Springs Wealth Group
Tennessee
$231M +$18.8M +9% 149
BRA
4192
Biechele Royce Advisors
Indiana
$231M +$32.2M +16% 50
BAM
4193
Baldrige Asset Management
Pennsylvania
$231M +$47.9M +26% 355
WFG
4194
Wills Financial Group
Virginia
$231M +$24.9M +12% 72
CAG
4195
Curtis Advisory Group
California
$231M +$4.97M +2% 76
EA
4196
Evergreen Advisors
Tennessee
$231M -$30.4M -12% 14
AA
4197
Armor Advisors
New York
$230M +$27.4M +14% 17
RCM
4198
Rutabaga Capital Management
Massachusetts
$230M +$12.8M +6% 52
MG
4199
MilWealth Group
Wisconsin
$230M +$21.8M +10% 66
AFWM
4200
AMJ Financial Wealth Management
Virginia
$230M +$22.8M +11% 105