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
FWM
4201
ForthRight Wealth Management
Georgia
$300M +$22.1M +8% 67
CIC
4202
Chase Investment Counsel
Virginia
$300M +$18.3M +6% 143
TJHA
4203
Thomas J. Herzfeld Advisors
Florida
$300M +$15.2M +5% 253
DW
4204
Dodds Wealth
Colorado
$300M +$43.8M +17% 59
BFWA
4205
Benchmark Financial Wealth Advisors
Florida
$300M +$30M +11% 105
TCOT
4206
Trust Company of Tennessee
Tennessee
$300M +$20.3M +7% 6
PMA
4207
Prudent Man Advisors
Illinois
$300M +$16.9M +6% 195
F
4208
FIFTHDELTA
United Kingdom
$300M -$160M -35% 16
SL
4209
SWF LLC
Nebraska
$300M +$34.7M +13% 2
EFP
4210
EnRich Financial Partners
Wisconsin
$299M +$26.7M +10% 253
AI
4211
ArchPoint Investors
Florida
$299M +$33M +12% 71
TA
4212
TrueWealth Advisors
Alabama
$299M +$29M +11% 240
ERP
4213
Eldred Rock Partners
Texas
$299M +$59.9M +25% 32
FCA
4214
Fortis Capital Advisors
Kansas
$299M +$22.1M +8% 202
HWP
4215
Highline Wealth Partners
California
$299M +$33.6M +13% 649
MWPCG
4216
Measured Wealth Private Client Group
New Hampshire
$299M +$14.3M +5% 208
BTIM
4217
BancFirst Trust & Investment Management
Oklahoma
$299M +$84.2M +39% 59
MCAV
4218
Meritech Capital Associates V
California
$299M +$7.05M +2% 3
TWM
4219
TriaGen Wealth Management
California
$299M +$39.7M +15% 186
IIA
4220
Integral Investment Advisors
California
$299M +$27.4M +10% 160
LEFP
4221
Leading Edge Financial Planning
Tennessee
$299M +$49.3M +20% 55
SA
4222
Sycale Advisors
New York
$298M +$3.15M +1% 24
SSC
4223
Syverson Strege & Co
Iowa
$298M +$4.98M +2% 77
APW
4224
Acima Private Wealth
Virginia
$298M +$26.2M +10% 184
SCPM
4225
Sea Cliff Partners Management
California
$298M +$6.03M +2% 19