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
SA
4201
SoftVest Advisors
Texas
$281M +$16.4M +6% 6
NCM
4202
Neumann Capital Management
California
$281M +$28.4M +11% 99
SWRP
4203
Summit Wealth & Retirement Planning
California
$280M +$43.8M +19% 68
JCIA
4204
Jackson Creek Investment Advisors
Colorado
$280M +$20M +8% 385
BFA
4205
BBJS Financial Advisors
Washington
$280M -$7.46M -3% 143
HS
4206
HighVista Strategies
Massachusetts
$280M +$4.87M +2% 166
HIM
4207
HGC Investment Management
Ontario, Canada
$280M -$64.3M -19% 118
MWM
4208
MorganRosel Wealth Management
Colorado
$280M +$21.7M +8% 112
SIC
4209
Shoker Investment Counsel
Ohio
$280M +$21.5M +8% 101
WWM
4210
WT Wealth Management
Arizona
$280M +$27M +11% 115
HP
4211
Hilltop Partners
Indiana
$280M +$25.8M +10% 105
HC
4212
Hendley & Co
Ohio
$280M +$22.8M +9% 56
CFC
4213
Coyle Financial Counsel
Illinois
$280M +$19.4M +7% 80
WHAM
4214
Windmill Hill Asset Management
United Kingdom
$279M +$108M +63% 41
RG
4215
Retirement Group
California
$279M +$31.5M +13% 884
AGWCA
4216
Annis Gardner Whiting Capital Advisors
Florida
$279M +$53M +23% 970
PPC
4217
Park Place Capital
Alabama
$279M +$28.1M +11% 928
BWAM
4218
Boyd Watterson Asset Management
Ohio
$279M +$25.9M +10% 449
APWM
4219
Argonautica Private Wealth Management
Massachusetts
$279M +$34.8M +14% 209
FWM
4220
ForthRight Wealth Management
Georgia
$279M +$20.5M +8% 66
BWM
4221
BCGM Wealth Management
Indiana
$279M +$33M +13% 147
GWP
4222
Gateway Wealth Partners
Wisconsin
$279M +$30.3M +12% 257
BHWM
4223
Bay Harbor Wealth Management
Maryland
$278M +$16.8M +6% 186
ACM
4224
Arcataur Capital Management
Wisconsin
$278M +$15.5M +6% 98
FLI
4225
Family Legacy Inc
South Carolina
$278M +$16.2M +6% 119