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
WBC
4176
West Branch Capital
Massachusetts
$338M +$38.4M +13% 541
TA
4177
TrueWealth Advisors
Alabama
$338M +$33.4M +11% 226
HFS
4178
Haverford Financial Services
Pennsylvania
$338M +$13.2M +4% 44
BTD
4179
BankPlus Trust Department
Mississippi
$338M +$38.1M +13% 488
HWP
4180
Highline Wealth Partners
California
$338M +$40.9M +14% 1,100
WWM
4181
WT Wealth Management
Arizona
$338M +$29.8M +10% 157
RWM
4182
Ruedi Wealth Management
Illinois
$337M +$17.5M +5% 335
BWM
4183
BNC Wealth Management
Oregon
$337M +$59.6M +21% 108
PCM
4184
Princeton Capital Management
New Jersey
$337M +$52.7M +19% 135
SA
4185
Strategic Advocates
Utah
$337M +$49M +17% 131
FDS
4186
Freedom Day Solutions
Texas
$337M +$9.86M +3% 99
CL
4187
CRCM LP
California
$337M +$91.3M +37% 9
MA
4188
Modus Advisors
Minnesota
$337M +$31.2M +10% 115
CCG
4189
Cloverfields Capital Group
Minnesota
$337M +$33.8M +11% 98
T
4190
TrueFG
Texas
$336M +$32.6M +11% 61
VIM
4191
VELA Investment Management
Ohio
$336M +$45M +15% 145
NTCM
4192
Nine Ten Capital Management
Illinois
$336M +$68.2M +25% 11
BCFS
4193
Butensky & Cohen Financial Security
Florida
$336M +$9.41M +3% 98
MCG
4194
McCollum Christoferson Group
New York
$336M +$8.32M +3% 71
LSA
4195
Lansing Street Advisors
Pennsylvania
$336M +$37M +12% 144
BOS
4196
Bank of Stockton
California
$336M +$21.9M +7% 143
PFS
4197
Physicians Financial Services
North Carolina
$336M +$21.3M +7% 111
SL
4198
SOF Ltd
Cayman Islands
$336M +$38.5M +13% 1
LC
4199
Legacy CG
Texas
$336M +$26M +8% 58
BWA
4200
Beam Wealth Advisors
Louisiana
$336M +$39M +13% 114